Client Service Relationship Manager

Job Description

Build the future with us

Are you passionate about building trusted client relationships and helping organizations create meaningful retirement experiences for their employees? As a Client Relationship Manager, Group Savings & Retirement, you will play a key role in enhancing the plan sponsor experience, strengthening client retention, and supporting engagement in workplace retirement programs. 

This role would be open to candidates based anywhere in Canada and would be a remote position.

What you’ll accomplish with us 

As a Client Relationship Manager, Group Savings & Retirement, you’ll be at the core of our mission. Here are the main responsibilities: 

• Serve as the dedicated point of contact for a portfolio of valued clients across Canada, developing, managing, and strengthening long-term relationships; 

• Represent iA Financial Group at client retirement committee meetings, annual meetings, and employee meetings; 

• Provide new and existing clients with comprehensive training on the products, services, and tools available to them; Manage client expectations through clear, timely, and effective communication; 

• Understand client needs and identify solutions that support their objectives while respecting iA’s capabilities and service standards; 

• Collaborate with the education team on communication plans and identify opportunities to increase pension plan participation and member engagement; 

• Proactively inform clients about products, services, legislative developments, and other changes that may affect their pension programs; 

• Partner with the Sales team to support business development, including preparing for and participating in finalist presentations to prospective clients; 

• Contribute to the development, implementation, and continuous improvement of service models and strategies; 

• Collaborate with other Client Relationship Managers through internal meetings and workshops to share experiences, knowledge, and best practices. 

What could accelerate your success in this role 

We’re looking for someone who: 

• Has detailed knowledge of pension plans, along with strong technical expertise; 

• Is known for excellent communication, presentation, persuasion, and planning skills; 

• Demonstrates the ability to perform effectively under pressure; 

• Is highly organized, proactive, and comfortable working both independently and as part of a team; 

• Has experience in client relationship management and working with consultants or advisors; 

• Builds trusted relationships with key internal and external stakeholders; 

• Holds a university degree and has at least five years of experience in financial services, financial planning, or customer service; 

• Has excellent knowledge of Microsoft Office, including PowerPoint; 

• Candidates based in Quebec must hold a license for Group savings & retirement plan from l’Autorité des marchés financiers or in the process of obtaining this license.

• Advanced level of French proficiency required, as the incumbent will be responsible for presenting the organization’s products, services, and tools; facilitating training sessions; participating in client meetings; and communicating information related to retirement plans to plan sponsors, advisors, consultants, and clients nationwide on a regular basis.

Location(s)

Other Possible Location(s)

Company

iA Financial Group

Posting End Date

Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.