Client Relationship Manager, Group Retirement Savings

Relevance; Montreal, Lévis, Vancouver; On-site; CAD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary and annual bonus

4 weeks of flexible vacation

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness.

Job summary

Desjardins Insurance is seeking a Client Relationship Manager for Group Retirement Savings at the national Client Relations Centre to cultivate and sustain business relationships with SME clients, assessing diverse needs and delivering tailored retirement solutions.

The role emphasizes advising partners and clients, ensuring high service quality, and implementing improvements while staying current with trends in group retirement plans. Fluency in French and English is required.

Qualifications

• Bachelor's degree in a related field.
• Minimum of four years of relevant experience.
• AMF representative’s certificate for group annuity plans (Quebec) or in progress.
• Advanced proficiency in French, both oral and written.
• Advanced proficiency in English, both oral and written.

Responsibilities

• Advise and support partners, collaborators and clients on solutions and determine target outcomes.
• Ensure client satisfaction and a high level of service quality, with follow-up and improvements as needed.
• Stay informed about trends, opportunities and best practices in group retirement plans.

Skills

Action oriented

Business insight

Complexity

Customer Focus

Differences

Interpersonal Savvy

Nimble learning

Education

Bachelor's degree in a related field

Job description

As a Client Relationship Manager for Group Retirement Savings at the national Client Relations Centre, you help develop and maintain business relationships with Desjardins Insurance clients in the SMEsegment. You work with clients who have diverse and often complex needs for accounts with significant development potential for your sector. You analyze client needs, and develop and implement personalized solutions. Your complex work and initiatives require extensive knowledge of group retirement plans. You advise and assist current and potential members and clients as well as various collaborators. More specifically, you will be required to :

• Advise and support partners, collaborators and clients on the best solutions and strategies and determine target outcomes
• Ensure client satisfaction and a high level of service quality, follow up and implement improvements as needed
• Stay on top of the latest trends, opportunities and best practices in your field.

What we offer*

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

* Benefits apply based on eligibility criteria.

What you bring to the table

• Bachelor's degree in a related field
• A minimum of four years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• A representative’s certificate for group annuity plans issued by the Autorité des marchés financiers (AMF) in Quebec, or be in the process of obtaining one
• Advanced proficiency of French, both oral and written
• Advanced proficiency of English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients

• Action oriented
• Business insight
• Complexity
• Customer Focus
• Differences
• Interpersonal Savvy
• Nimble learning

Equity, Diversity, Inclusion and Accessibility

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!