Client Service Relationship Manager

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 position is a great opportunity to showcase your relationship management, communication, and retirement industry expertise within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. 

This role would be open to candidates based anywhere in Canada

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 in Ontario, 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; 

• Holds a Canadian Securities Course credential, mutual fund licence, Certified Financial Planner designation, or life insurance licence (asset)

• 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.