Group Retirement Client Relationship Manager

Build the future with us

Are you driven by operational excellence and committed to delivering high-quality service? As a Group Retirement Client Relationship Manager (CRM) you will be responsible for the plan sponsor experience, retention, and relationship building. You will represent iA Financial Group and interact with our plan sponsors and plan advisors/consultants when speaking to our products, tools and services. Under the supervision of the Manger of Client Relationships, you will be a key contributing member of our group retirement service team:

This position is a great opportunity to showcase your client relationship, problem-solving, and organizational skills 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.

We would be open to candidates based in Calgary, Regina or Winnipeg

What you’ll accomplish with us

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

•  Dedicated point of contact for our valued clients in developing, managing and building a valuable client relationship. Participating in the client’s retirement committee meetings, annual meetings and/or employee meetings. 
• Providing new clients or existing clients a thorough training on our services, tools and the products they have. 
• Managing the client expectations by using strong and effective communication skills. 
• Responsible for understanding the needs of the client, finding a resolution that will satisfy the clients need while respecting iA’s capabilities and service standards. 
• Working on communication plans with the education team in order identify the any needs, improvements or opportunities to increase participation and/or member engagement in the pension program. 
• Proactively communicating and informing to your block of clients on our products, services and/or any legislative changes or new that affect their pension program. 
• Working with our Sales team to develop new business by practicing and actively participating in finalist presentation to any new prospective client. 
• Developing, implementing and maintaining our service model and strategies.
• Working alongside other CRMs in internal meetings and workshops to share experiences, knowledge and insightful tips to make everyone successful. 
  
  

What could accelerate your success in this role

We’re looking for someone who:

• Is known for being a highly organized self-starter with the ability to work in a team environment 
• Stands out for their ability to build positive relationships and resolve complex client situations.
• Demonstrates strong analytical, research, and problem-solving skills.
• Is recognized for excellent communication, presenting, persuasion and planning skills.
• Has strong written and verbal communication skills.
• Demonstrates proficiency with Microsoft Office and the ability to quickly learn new systems and technologies.
• Has 5 years of experience in financial services, financial planning and customer services with detailed pension knowledge and experience with strong technical skills 
• Canadian securities course, or mutual fund license or CFP or life insurance license
• Bilingualism in French both verbal and written communication would be an asset
• A valid driver's license and reliable access to a vehicle would be required for this role

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;
• AI in everyone’s hands, empowering you to increase your personal effectiveness while supporting the organization’s growth;
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
• The opportunity to work remotely or from Waco, Texas, based on the position’s location parameters.

Apply now and get ahead of your career, where your talent really belongs!

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply. Your place might be with us, and we want to get to know you!