Group Retirement Client Relationship Manager

IA Financial Services; Calgary; Presencial; CAD 70 000 - 100 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Professional development

Resumo da oferta

iA Financial Group in Calgary is seeking a Group Retirement Client Relationship Manager (CRM) to manage plan sponsor experiences, retention, and relationships. You will work with plan sponsors and advisors to train on services and products, while aligning client needs with iA capabilities.

This role supports retirement committees and engagement in pension programs. Located in Calgary with openness to Regina or Winnipeg candidates, the CRM will collaborate with Sales, Education, and other CRMs to

Qualificações

• 5 years of experience in financial services, financial planning and customer services with detailed pension knowledge.
• Canadian securities course, or mutual fund license or CFP or life insurance license.
• Bilingualism in French (oral and written) is an asset.
• A valid driver’s license and reliable access to a vehicle.

Responsabilidades

• Dedicated point of contact for clients, participating in retirement committee meetings and client meetings.
• Provide training to new and existing clients on services, tools and products.
• Manage client expectations with strong, effective communication.
• Understand client needs and propose resolutions that align with iA's capabilities and service standards.
• Develop communication plans with the education team to increase participation and engagement in the pension program.
• Proactively inform clients about products, services, and any legislative changes affecting their pension program.
• Work with the Sales team to develop new business through finalist presentations to prospective clients.
• Develop, implement and maintain service model and strategies.
• Collaborate with internal CRMs in meetings/workshops to share knowledge and tips.

Conhecimentos

Client relationship

Problem-solving

Organizational skills

Analytical skills

Communication skills

Verbal communication

Written communication

Presentation skills

Persuasion

Team collaboration

Formação académica

Canadian Securities Course

Mutual fund license

CFP

Life Insurance license

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Job Description

Build the future with us

Are you driven by operational excellence and committed to delivering high-quality service? As a Group Retirement Client Relationship Manager (CRM) you will be responsible for the plan sponsor experience, retention, and relationship building. You 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 Manger of Client Relationships, you will be a key contributing member of our group retirement service team:

This position is a great opportunity to showcase your client relationship, problem-solving, and organizational skills 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.

We would be open to candidates based in Calgary, Regina or Winnipeg

What you'll accomplish with us

As a Group Retirement Client Relationship Manager (CRM) , you'll be at the core of our mission. Here are the main responsibilities:

• Dedicated point of contact for our valued clients in 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.

What could accelerate your success in this role

• Is known for being a highly organized self-starter with the ability to work in a team environment
• Stands out for their ability to build positive relationships and resolve complex client situations.
• Demonstrates strong analytical, research, and problem-solving skills.
• Is recognized for excellent communication, presenting, persuasion and planning skills.
• Has strong written and verbal communication skills.
• Demonstrates proficiency with Microsoft Office and the ability to quickly learn new systems and technologies.
• Has 5 years of experience in financial services, financial planning and customer services with detailed pension knowledge and experience with strong technical skills
• Canadian securities course, or mutual fund license or CFP or life insurance license
• Bilingualism in French both verbal and written communication would be an asset
• A valid driver's license and reliable access to a vehicle would be required for this role

Why you'll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;
• AI in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization's growth;
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;

Location(s)

Calgary / 401 9 Ave SW

Company

iA Financial Group

Posting End Date 2026-11-06

Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for our insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we're a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it's by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we're invested in you.

* iA Financial group includes the following entities: iA