Client Relationship Manager

Job Description

Client Relationship Manager – Group Savings and Retirement

Build the Future with Us

Are you passionate about the group savings and retirement industry and looking to contribute to clients’ financial security?

As a Client Relationship Manager, you will play a key role in developing and managing relationships with plan sponsors, delivering a distinctive client experience, and actively contributing to their satisfaction and retention.

This role offers an excellent opportunity to showcase your relationship skills and expertise in an environment where collaboration, professional development, and service excellence are top priorities.

What You Will Accomplish with Us

As a Client Relationship Manager, you will be at the heart of our mission. Your key responsibilities will include:

• Act as a primary contact for clients in Quebec and build strong, long-term relationships
• Participate in client meetings (pension committees, annual meetings, employee sessions)
• Provide training on products, tools, and services to support effective plan management
• Understand client needs and propose tailored solutions
• Collaborate with internal teams, including financial education and business development
• Contribute to the development and evolution of service strategies
• Proactively inform clients of changes related to products, services, or regulatory requirements
• Participate in initiatives aimed at increasing plan member engagement
• Contribute to team success by sharing best practices and participating in internal activities

What Will Help You Succeed in This Role

We are looking for someone who:

• Is recognized for strong relationship-building skills and a client-focused mindset
• Stands out for their ability to build and maintain strong business relationships
• Demonstrates excellent communication and presentation skills
• Shows strong organizational skills, autonomy, and team spirit
• Has a minimum of 5 years of experience in financial services or group savings and retirement
• Possesses solid knowledge of retirement plans and related concepts
• Is comfortable working in a fast-paced and high-pressure environment
• Has an advanced level of English proficiency, as the role involves daily interactions with English-speaking internal and external stakeholders across Canada
• Has an advanced level of french proficiency, both spoken and written
• Holds a relevant university degree
• Holds a license in group savings and retirement insurance issued by the AMF

Note: This is not a people management role with direct reports, but rather a client-facing account management position.

Note: Some travel (weekly, monthly, and/or quarterly) between Montreal and Ottawa is expected.

Why You’ll Love Working with Us

• A collaborative environment where learning and development are encouraged
• An inclusive workplace where everyone can reach their full potential
• A hybrid work model offering flexibility and balance
• A comprehensive benefits package including insurance, retirement plan, bonus, vacation, telemedicine, and more

Apply Now and Take the Lead in Your Career—Where Your Talent Truly Matters!

Not sure if you should apply?

At iA, we believe in potential and value diverse backgrounds. If this role interests you, we encourage you to apply.

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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.