Client Service Relationship Manager

Job summary

The Client Relationship Manager serves as the primary point of contact for a portfolio of clients, managing long-term relationships and representing the company at retirement committee and employee meetings. They also collaborate with internal teams to support business development, provide product training, and identify opportunities to increase pension plan participation.

Job details

Job Description Build the future with us 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 while supporting advisors across Canada. Your bilingualism will be essential in building strong relationships and delivering outstanding service to advisors in both English and French. 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 and would be a remote position. 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 across Canada, 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; Candidates based in Quebec must hold a license for Group savings & retirement plan from l’Autorité des marchés financiers or in the process of obtaining this license. 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. ______________________________________________________________________________ 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! ______________________________________________________________________________ The typical hiring range for this position is between $70,000 and $80,000 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions. Location(s) Quebec / 1080, Grande Allee West Other Possible Location(s) Montreal / 1981 McGill College AvenueVancouver / 988 Broadway WestToronto / 26 Wellington Street East Company iA Financial Group Posting End Date 2026-09-25 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.

What you’ll do

The Client Relationship Manager serves as the primary point of contact for a portfolio of clients, managing long-term relationships and representing the company at retirement committee and employee meetings. They also collaborate with internal teams to support business development, provide product training, and identify opportunities to increase pension plan participation.

Requirements

Candidates must hold a university degree and possess at least five years of experience in financial services, financial planning, or customer service. Detailed knowledge of pension plans, strong technical expertise, and advanced proficiency in both English and French are required for this role.

Benefits

• Flexible group insurance • Competitive pension plan • Stock purchase plan • Vacation days • Wellness days • Personal development days • Telemedicine • Employee and family assistance program • Ergonomic furniture program • Performance bonus • Discounts on iA products

Listed skills

• Customer service · Preferred
• Planning · Preferred
• Communication · Preferred
• Financial planning · Preferred
• Microsoft Office · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Relationship management
• Communication
• Presentation skills
• Persuasion
• Planning
• Pension plans
• Financial services
• Financial planning
• Customer service
• Microsoft Office
• PowerPoint
• Bilingualism
• Client retention
• Business development
• Service Models
• Relationship Management
• Expectation Management
• Effective Communication
• Bilingual (French/English)
• Service Standards
• Business Development
• Customer Relationship Management
• Management
• Customer Service
• Continuous Improvement Process
• Discounts And Allowances
• Equities
• Sales
• Financial Services
• Financial Planning
• French Language
• Innovation
• Market Data
• Persuasive Communication
• Microsoft PowerPoint
• Presentations
• Wealth Management
• Purchasing
• Relationship Building
• Telehealth

Job areas

• Finance & Accounting
• Customer Service & Support
• Management & Leadership
• Consulting
• Sales
• Service Relationship Manager
• Customer Service Manager (General)
• Sales and Marketing Managers
• First-Line Supervisors of Office and Administrative Support Workers