Relationship Manager (Bilingual – English/French)
Job Description
Description
At CAAT, we’re passionate about what we do. And it shows!
Here, you’ll find a cultural spark in everything we do – from the way we partner with members and employers, to the way we work, collaborate, and grow. It doesn’t just feel different at CAAT. It is different. We’re one of the fastest-growing pensions in the country for a reason. We challenge the status quo, making a real impact on the hundreds of employers we serve – from education institutions to major corporations and household brands. And we’re just getting started. Driven by core values and a shared purpose, we’re fierce champions for better retirement security, known for our can-do culture where everyone plays a role in bringing our vision to life. If this sounds like a fit, we’d love you to be a part of it.
About The Role
We are seeking a Relationship Manager (Bilingual – English/French) to be a front-line strategic partner supporting CAAT’s national growth and employer engagement strategy.
This role is integral to the success of the Employer Services team and CAAT’s mission to build retirement security for Canadians. As a Relationship Manager, you’ll strengthen partnerships with employers and unions, guiding them through onboarding and ongoing engagement with clarity and confidence. You’ll act as a trusted advisor, escalation point, and service champion—helping to retain and grow CAAT’s employer base while delivering exceptional service across the country.
As The Newest Member Of Our Team, You’ll
- Manage a portfolio of employer and union relationships to support growth and retention.
- Develop and maintain strategic business relationships and act as a key point of contact for onboarding, escalations, and ongoing support.
- Lead employer reviews and present service performance insights.
- Collaborate across internal teams to align on relationship strategies and ensure a coordinated approach.
- Track and report on engagement metrics and develop strategies to improve them.
- Provide insights and recommendations based on research, data, and market intelligence.
- Maintain accurate records and ensure internal coordination.
- Represent the voice of the employer internally while balancing organizational priorities.
- Support the Senior Relationship Manager in departmental initiatives.
- Travel occasionally to support relationship-building and engagement activities.
To Succeed, You Bring
- A minimum of five (5) years’ experience in the pension industry, with strong knowledge of pension plan design and administration across Canada.
- A bachelor’s degree in Business, Finance, Actuarial Science, or a related field.
- Proven experience in relationship management with organizations that sponsor pension plans.
- Previous experience working with union leadership.
- Bilingual proficiency in French and English, with the ability to communicate complex pension concepts clearly.
- Excellent communication, presentation, and negotiation skills.
- Strong collaboration skills and the ability to build partnerships with senior-level employer representatives.
- High level of stakeholder focus, business acumen, and professionalism.
- Self-starter with strong organizational skills and flexibility.
- Proficiency in Microsoft Office, especially PowerPoint.
At CAAT, we believe innovation, passion, and purpose are ingredients for a great work environment. We’re incredibly proud of our people and the remarkable impact they have as catalysts for change. We’re committed to attracting and keeping great talent, which means competitive compensation, exceptional benefits, and an environment where people can grow and thrive. When you work with CAAT, you’ll enjoy:
- Opportunities to Build a Better You: We never stand still. As we grow, so do you. Enjoy a place that provides endless opportunities to learn and master your skills while cultivating new ones.
- Comprehensive & Holistic Care: Be at your best with a Total Rewards program that feeds and prioritizes your physical, mental, and financial wellness. From flexible work arrangements, comprehensive benefits to wellness incentives, and a defined benefit pension plan – we have you covered.
- A Place to Collaborate and Win: We’ve built a lively environment where creativity and open communication thrive. It’s why we’re consistently recognized as one of ‘Canada’s Most Admired Corporate Cultures’, one of ‘Greater Toronto’s Top Employers’, and one of the ‘Best Places to Work’.
- Work that Truly Matters. You’re giving Canadians the opportunity for better retirement security, and organizations the chance to do more.
If you believe that Canadians deserve a future where a secure lifetime retirement income contributes to their financial and overall well-being, then CAAT could be the right fit for you. Start your journey with us today. Apply now.
Learn more about us by visiting
Diversity, Equity, Inclusion, And Belonging (DEIB)
DEIB at CAAT means we respect and value the broadest range of experiences, geographies, gender, ethnicities, backgrounds, and perspectives as key elements of our culture. Our vision is to provide an environment where employees can bring their best, professional, authentic, selves to work.
CAAT Pension Plan is an equal opportunity employer, and we will accommodate any needs under the Accessibility for Ontarians with Disabilities Act and the Ontario Human Rights Code. Hiring processes will be modified to remove barriers to accommodate those with disabilities, if requested. Should any applicant require accommodation through the application processes, please contact us at or call Human Resources at for assistance.
Seniority level
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Seniority level
Associate
Employment type
-
Employment type
Full-time
Job function
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Job function
Finance and Customer Service
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Company
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Location
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Country
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Salary
100.000
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