Client Relationship Manager

iA Financial Group; Toronto; Hybrid; CAD 73,000 - 96,000; Full time

Job summary

A prominent financial services firm is seeking a Client Relationship Manager in Toronto to enhance client loyalty and service delivery within Group Benefits & Retirement Solutions. In this role, you will build strong client relationships, deliver comprehensive training, and identify solutions to meet client needs. With 5+ years of experience in group insurance, exceptional interpersonal skills are essential. The position offers a hybrid work environment and competitive benefits including a flexible group insurance plan and performance bonuses.

Benefits

Flexible group insurance

Competitive pension plan

Stock purchase plan

Vacation and wellness days

Telemedicine

Employee and family assistance program

Performance bonus

Discounts on products

Qualifications

• 5+ years of experience in group insurance, preferably in a client service or sales-related environment.
• Deep knowledge of group insurance processes and administration.
• Exceptional interpersonal skills and ability to build trusting relationships.

Responsibilities

• Establish, develop, and manage strong client relationships.
• Deliver comprehensive client training on products and services.
• Understand client needs and identify aligned solutions.
• Support the sales team with presentations for prospective clients.

Skills

Interpersonal skills

Customer service mindset

Communication skills

Problem-solving abilities

Ability to thrive under pressure

Job description

Client Relationship Manager, Group Benefits & Retirement Solutions

Build the future with us

Are you driven by excellence in client service and passionate about supporting organizations in providing the best possible group benefits experience to their employees? As a Client Relationship Manager, you will play a key role in strengthening client loyalty and ensuring exceptional service delivery within our Group Benefits & Retirement Solutions business line.

This position is a great opportunity to showcase your relationship‑building 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. Here are the main responsibilities:

• Act as the dedicated contact for Toronto‑based clients by establishing, developing, and managing strong, value‑added relationships

• Deliver comprehensive client training on products, tools, and services while managing expectations and supporting escalations

• Understand client needs and identify solutions aligned with our capabilities and service standards

• Collaborate with the Education team to develop communication plans and identify opportunities to enhance the member experience

• Communicate regularly with clients and proactively inform them of relevant products, services, and updates

• Support the sales team by preparing for and participating in finalist presentations with prospective clients

• Establish, implement, and maintain our service model and strategies

• Contribute to team success by sharing knowledge and insights during internal meetings or workshops

What could accelerate your success in this role

We’re looking for someone who:

• Is known for their exceptional interpersonal skills and ability to build trusting relationships

• Stands out for their strong customer‑service mindset and communication skills

• Demonstrates deep knowledge of group insurance processes and administration

• Is recognized for their autonomy, problem‑solving abilities, and capacity to thrive under pressure

• Has 5+ years of experience in group insurance, preferably in a client service or sales‑related environment

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!

For positions posted in Ontario and British Columbia:

The typical hiring range for this position is between $73,000.00 and $96,000.00 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.