Remote Bilingual Client Relationship Manager - Retirement

JobJob; United States; Remote; USD 46,000 - 63,000; Full time

Job summary

iA Financial Group is seeking a bilingual Client Relationship Manager for Group Savings & Retirement. The role involves managing a portfolio of pension plan sponsor clients across Canada, presenting at retirement committee meetings, training clients on tools, and supporting advisors.

This is a fully remote position open to candidates anywhere in Canada. Requires a university degree, 5+ years in financial services or related fields, and advanced French proficiency.

Qualifications

• University degree required.
• 5+ years in financial services, financial planning, or customer service.
• Advanced French proficiency required.

Responsibilities

• Manage a portfolio of pension plan sponsor clients across Canada.
• Present at retirement committee meetings.
• Train clients on tools and services offered.
• Support advisors and coordinate client activities.

Skills

French proficiency

Customer service experience

Education

University degree

Job description

iA Financial Group is seeking a bilingual Client Relationship Manager for Group Savings & Retirement. The role involves managing a portfolio of pension plan sponsor clients across Canada, presenting at retirement committee meetings, training clients on tools, and supporting advisors.

This is a fully remote position open to candidates anywhere in Canada. Requires a university degree, 5+ years in financial services or related fields, and advanced French proficiency.