Client Relationship Manager

Client Relationship Manager 
 

Build the future with us 

Join iA Financial Group as a Client Relationship Manager in Group Savings and Retirement, where you'll act as a strategic partner to plan sponsors, delivering expert guidance and fostering long-term client loyalty. This role blends relationship management, retirement plan expertise, and impactful communication to elevate the client experience and drive engagement. 

In this role, you will build relationships and loyalty with plan sponsors and ensure that they are fully satisfied of their experience. As a representative of iA Financial Group, 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 Savings and Retirement service team. 

This position is a great opportunity to showcase your skills and fully realize your potential 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. 

What you’ll accomplish with us 
 
As a Client Relationship Manager, you’ll be at the core of our mission to deliver exceptional service and strategic guidance to our Group Savings and Retirement clients across Canada. Here are the main responsibilities: 

• Serve as a trusted strategist for  clients, participating in meetings, annual reviews, and employee sessions. 

• Deliver comprehensive training on iA’s products, tools, and services to empower plan sponsors. 

• Maintain regular client outreach, proactively sharing updates on products, services, and legislative changes impacting retirement plans. 

• Identify client needs and provide tailored solutions aligned with our service standards. 

• Collaborate with the Education team to develop communication strategies that boost member engagement. 

• Support business development efforts through finalist presentations and strategic service initiatives 

• Define, implement, and maintain service models and strategic initiatives to enhance client experience. 

• Contribute to team success by engaging in internal meetings and workshops, sharing insights, best practices, and industry knowledge. 

What could accelerate your success in this role 
 
We’re looking for someone who: 

• Is known for their ability to build trusting relationships with key internal and external stakeholders, including clients and advisors 

•  Stands out for their in-depth knowledge of retirement plans, strong technical skills, and experience in financial services or financial planning 

• Demonstrates strong communication and presentation skills, with the ability to persuade, plan, and thrive under pressure 

• Is recognized for their autonomy, excellent organizational skills, and collaborative team spirit 

• Applies Lean principles (A3, Kaizen, DMS) to continuously improve service delivery and client experience 

• Learns new technologies quickly and uses digital tools effectively to enhance client interactions 

• is comfortable traveling with a valid driver’s license and access to a vehicle 

• Has an advanced level of French and English, as the role involves handling calls and emails in both languages and participating daily in meetings with French- and English-speaking clients and partners. 

Why you’ll love working with us 

• A work environment where learning and development merge with a collective pursuit of excellence; 

• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed; 

• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces; 

• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more! 

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!