Client Service Relationship Manager

Jobtailor; Quebec; On-site; CAD 65,000 - 85,000; Full time

Job summary

iA Financial Group is seeking a client relationship professional to serve a portfolio of Ontario clients, strengthening long-term relationships and ensuring service excellence. You will represent the company at retirement committee and employee meetings, train teams on products and tools, and manage expectations with clear, timely communication.

You will identify opportunities to increase pension plan participation, inform clients about changes, and collaborate with the Sales team on business

Qualifications

• Detailed knowledge of pension plans and strong technical expertise.
• Excellent communication, presentation, persuasion, and planning skills.

Responsibilities

• Serve as the dedicated point of contact for a portfolio of clients in Ontario
• Develop, manage, and strengthen long-term client relationships
• Represent iA Financial Group at client retirement committee, annual, and employee meetings
• Provide training on products, services, and available tools
• Manage client expectations through clear, timely, and effective communication
• Understand client needs and identify solutions aligned with objectives and service standards
• Collaborate with the education team on communication plans
• Identify opportunities to increase pension plan participation and member engagement
• Inform clients about products, services, legislative developments, and other changes affecting pension programs
• Partner with the Sales team on business development and finalist presentations
• Contribute to the development, implementation, and continuous improvement of service models and strategies
• Collaborate with other Client Relationship Managers through meetings and workshops to share knowledge and best practices

Skills

Pension plan knowledge

Technical expertise

Communication skills

Presentation skills

Job description

• Serve as the dedicated point of contact for a portfolio of clients in Ontario
• Develop, manage, and strengthen long-term client relationships
• Represent iA Financial Group at client retirement committee, annual, and employee meetings
• Provide training on products, services, and available tools
• Manage client expectations through clear, timely, and effective communication
• Understand client needs and identify solutions aligned with objectives and service standards
• Collaborate with the education team on communication plans
• Identify opportunities to increase pension plan participation and member engagement
• Inform clients about products, services, legislative developments, and other changes affecting pension programs
• Partner with the Sales team on business development and finalist presentations
• Contribute to the development, implementation, and continuous improvement of service models and strategies
• Collaborate with other Client Relationship Managers through meetings and workshops to share knowledge and best practices

Requirements

• Detailed knowledge of pension plans and strong technical expertise
• Excellent communication, presentation, persuasion, and planning skills