Client Relations Manager

Group Savings & Retirement Sector/Permanent/Telework or hybrid/Montreal/Desired start date: January 2024

The Client Relationship Manager (CRM) is responsible for the plan sponsor experience, retention, and relationship building. The CRM 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 Manager of Client Relationships, the successful candidate will be a key contributing member of our group retirement service team:

• Dedicated point of contact for our valued clients in Québec 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.

Your career path looks like this:

• University degree (BA) and 5 years of experience in financial services, financial planning and customer services. 
• Detailed pension knowledge and experience with strong technical skills
• Experience and understanding of the Lean Philosophy – A3’s, Kaizens and DMS’s.
• Expected to have excellent communication, presenting, persuasion and planning skills.
• Strong written and verbal communication skills in both French and English.
• Ability to work under pressure. 
• Highly organized self-starter with the ability to work in a team environment 
• Consultant/Advisor and Client Relationship management experience.
• Ability to build relationships and trust with key internal and external stakeholders.
• Excellent knowledge of Microsoft Office including PowerPoint. 
• Valid driver’s license and access to a vehicle for regular travel.
• Flexibility to travel within the province with occasional trips to other provinces.
• Hold a license for Group savings & retirement plan from l’Autorité des marchés financiers.
• Excellent English and French language skills, both oral and written, due to frequent interactions with English and French-speaking clients across Canada.  

Are you eager to utilize your interpersonal skills and to leverage your knowledge of group savings and retirement products? Apply now and join the large and welcoming family of iA Financial Group!

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