Client Relationship Manager - 1 year contract

Client Relationship Manager

Build the future with us

Join iA Financial Group as a Client Relationship Manager in Group Savings and Retirement, where you'll act as a strategic partner to plan sponsors, delivering expert guidance and fostering long-term client loyalty. This role blends relationship management, retirement plan expertise, and impactful communication to elevate the client experience and drive engagement.

In this role, you will build relationships and loyalty with plan sponsors and ensure that they are fully satisfied of their experience. As a representative of iA Financial Group, you will interact with plan sponsors and advisors on a daily basis regarding our products, tools and services. You will be a key member of the Group Savings and Retirement service team.

This position is a great opportunity to showcase your skills and fully realize your potential 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.

What you’ll accomplish with us
As a Client Relationship Manager, you’ll be at the core of our mission to deliver exceptional service and strategic guidance to our Group Savings and Retirement clients across Canada. Here are the main responsibilities:

• Serve as a trusted strategist for  clients, participating in meetings, annual reviews, and employee sessions.

• Deliver comprehensive training on iA’s products, tools, and services to empower plan sponsors.

• Maintain regular client outreach, proactively sharing updates on products, services, and legislative changes impacting retirement plans.

• Identify client needs and provide tailored solutions aligned with our service standards.

• Collaborate with the Education team to develop communication strategies that boost member engagement.

• Support business development efforts through finalist presentations and strategic service initiatives

• Define, implement, and maintain service models and strategic initiatives to enhance client experience.

• Contribute to team success by engaging in internal meetings and workshops, sharing insights, best practices, and industry knowledge.

What could accelerate your success in this role
We’re looking for someone who:

• Is known for their ability to build trusting relationships with key internal and external stakeholders, including clients and advisors

•  Stands out for their in-depth knowledge of retirement plans, strong technical skills, and experience in financial services or financial planning

• Demonstrates strong communication and presentation skills, with the ability to persuade, plan, and thrive under pressure

• Is recognized for their autonomy, excellent organizational skills, and collaborative team spirit

• Applies Lean principles (A3, Kaizen, DMS) to continuously improve service delivery and client experience

• Learns new technologies quickly and uses digital tools effectively to enhance client interactions

• Has an advanced level in French and English, as the role involves handling calls and emails in both languages and participating daily in meetings with French- and English-speaking clients and partners.The person will also have to write emails and have calls with advisors and sponsors across the difference offices in Canada.

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Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;

• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;

• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;

• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Apply now and get ahead of your career, where your talent really belongs! 

Still unsure about applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

*For positions posted in Ontario and British Columbia:

The typical hiring range for this position is between $58 422 and $79 585 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.

iA Financial Group

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 their 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.

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.