Retirement Plan Client Relationship Lead

IA Financial Services; Calgary; On-site; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Professional development

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client relationship

Problem-solving

Organizational skills

Analytical skills

Communication skills

Verbal communication

Written communication

Presentation skills

Persuasion

Team collaboration

Education

Canadian Securities Course

Mutual fund license

CFP

Life Insurance license

Tools

Microsoft Office

Job description

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