Our current job postings

Client Relationship Manager

  • Employer: iA Financial Group
  • Office: 988 Broadway West
  • Location: Vancouver, British Columbia
  • Other Possible Location(s): Calgary, Alberta
  • Job category: Sales and business development
  • Job ID: JR10016399
  • Job type: Permanent Job Full time
  • Apply before: 2023-04-03


Group Insurance Sales & Services/Vancouver, Calgary, Prairies/Permanent/Desired start date: As soon as possible

Are you known for your service mentality, your ability to establish good business relationships, your commitment and your interpersonal skills? Then, the position of Service Representative, Group Insurance at iA Financial Group may be for you.

In this role, you will build relationships and loyalty with plan sponsors and ensure that they are fully satisfied of their experience. You will interact with plan sponsors and advisors on a daily basis regarding our products, tools and services. You will be a key member of the Group Insurance service team.

Main responsibilities:

  • Act as a dedicated contact for West of Canada clients by establishing, developing and managing valuable relationships with them, and follow up with the different internal teams.
  • Understand client expectations and identify valuable solutions within iA Financial Group's capabilities and service standards.
  • Communicate regularly with clients and proactively inform them of our products and services as well as any changes, legislative or otherwise, that affect the plan.
  • Provide in-depth client training on our products, tools and services.
  • Use your strong communication and social skills to manage client expectations.
  • Collaborate with the Education team to develop communication plans to identify needs/issues, potential improvements or opportunities to increase member participation and/or engagement in their plan.
  • Collaborate with the sales team in the development of new business by preparing and actively participating in finalist presentations to prospects.
  • Establish, implement and maintain our service model and strategies.
  • Participate in internal meetings or workshops and share your experiences, knowledge and advice.

Your career path looks like this:

  • University degree (BA) and ideally 5 years experience in group insurance or customer service.
  • In-depth knowledge and experience of group insurance.
  • Understanding and experience of Lean philosophy (A3, Kaizen and DMS)
  • Excellent communication and presentation skills
  • Ability to work under pressure
  • Excellent organizational skills, autonomy and team spirit
  • Experience in managing relationships with clients
  • Ability to build trusting relationships
  • Excellent knowledge of Microsoft Office suite, including PowerPoint
  • A valid driver's license and access to a vehicle

You enjoy building relationships on a daily basis and you appreciate being the key contact for clients? Apply here!

At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.

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 50,000 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.

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.