Client Relationship Manager, Group Savings & Retirement - Western Canada
- Employer: iA Financial Group
- Office: 1414 8th St Southwest
- City: Calgary
- Province: Alberta
- Job category: Sales and business development
- Job ID: JR10006379
- Job type: Permanent Job Full time
iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.
With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.
Under the supervision of the Manager, Client Relationship, the successful candidate will be a key member of our group retirement service and education team. The incumbent will work very closely with the regional office team in their daily interactions.
This role would be based anywhere within Western Canada
The Client Relationship Manager (CRM) will be responsible for ongoing servicing of existing clients and will be the main point of contact between the iA clients, advisors and internal stakeholders (sales, administrative and actuarial team). As the main point of contact, the Client Relationship Manager will ensure resolution of all administrative and service issues in a timely and professional manner. In addition, the Client Relationship Manager will be responsible for understanding and meeting the needs of the client along with participating in retirement committee meetings, annual meetings and employee meetings. This may also entail delivering education sessions to plan members as requested by the client and/or advisor.
The Client Relationship Manager will work alongside with the Implementation Manager on new client implementations ensuring the client has a smooth and exceptional transition. The CRMs will provide their new client a thorough administration training on our services and products.
In addition, the Client Relationship Manager will be required to participate in iA Financials’ Lean philosophy and process. This may include participation in A3s, Kaizens, DMS’s and other Lean initiatives.
Finally, the Client Relations Manager must also contribute to business development by promoting the different products and services offered by iA Financial Group and actively participate in finalist presentation to prospective clients.
University degree (BA) and 5 years of experience in financial services, financial planning and customer services
Knowledge on the different types of retirement plans and investment vehicles
Able to work under pressure
Highly organized self-starter with the ability to work in a team environment
Excellent customer service skills
Excellent communication and presentation skills
Excellent negotiation skills
Excellent knowledge of Microsoft Office including PowerPoint
Canadian securities course, or mutual fund license or CFP or life insurance license would be an asset
What We Can Offer You:
Comprehensive health and dental plan including a health spending account and wellness account
Defined Contribution Pension Plan
Participation in iA's Share Purchase Plan
Generous vacation entitlement including personal leave
Support for learning and development and career growth
iA Financial Group is committed to having an equal access employment program and welcomes applications from women, visible minorities, Aboriginal peoples and disabled persons. Any use of the masculine form is to simplify the text and includes the feminine form.
Also, we are committed to fostering a workplace that promotes diversity and inclusion. We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required. Please contact your Recruiter, or send an email to email@example.com.