Director, Client Relations

International Financial Group; Montreal; Hybrid; CAD 90,000 - 120,000; Full time

Job summary

A leading financial institution in Canada is seeking a Director, Client Relations for a 12-month hybrid contract in Montreal. The role focuses on building customer relationships and providing services related to retirement savings products. Candidates should have experience in the Canadian pension industry and be bilingual in French and English.

Qualifications

• Experience in the Canadian pension industry.
• Knowledge of non-registered group retirement and savings plans.

Responsibilities

• Build strong relationships with customers by providing effective service.
• Participate in meetings of the pension committee.
• Provide assistance for continuing education needs.

Skills

Bilingual

Client Relations

Relationship Building

Education

Undergraduate degree

Job description

Our client, a top Financial Institution in Canada is looking to hire a Director, Client Relations to their team for an initial 12-month contract.This role is operating on a hybrid model 1x a week in office with the office being located in Montreal.

Responsibilities Include :

• Understand the business needs of customers and build strong relationships with them by providing effective and proactive service coupled with efficient reactive claims handling
• Participate in the set-up process by working closely with plan sponsors, advisors and the head office set-up team
• Provide services based on the service model of Retirement Savings Products and Services, Canada
• Participate in meetings of the pension committee and review of investment options.
• Provide assistance and information to the Financial Education team and the National Training Advisor team for continuing education needs

Qualifications :

• Experience in the Canadian pension industry
• Bilingual (French and English)
• Knowledge of non-registered group retirement and savings plans
• Undergraduate degree (in administration, economics or finance, an asset)
• Understanding of laws and regulations governing pension plans and investments