Client Service Relationship Manager

🕒 September 1

🇨🇦 Canada – Remote

💵 $70k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

👻 Ghost score 27%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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iA Financial Group (Industrial Alliance)

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💸 Finance

🛡️ Insurance

Finance • Insurance

iA Financial Group (Industrial Alliance) is one of the largest insurance and wealth management groups in Canada, with a presence in the United States. Founded in 1892, it is a publicly traded company on the Toronto Stock Exchange, known for its commitment to providing comprehensive insurance and financial services. The company's tagline, 'INVESTED IN YOU,' reflects its dedication to client-focused solutions in the financial services sector.

📋 Description

• Serve as the dedicated point of contact for a portfolio of clients across Canada • Develop, manage, and strengthen long-term client relationships • Represent iA Financial Group at client retirement committee, annual, and employee meetings • Provide clients with training on available products, services, and tools • Manage client expectations through clear, timely, and effective communication • Understand client needs and identify solutions aligned with objectives and service standards • Collaborate with the education team on communication plans and opportunities to increase pension plan participation and member engagement • Inform clients about products, services, legislative developments, and changes affecting pension programs • Partner with the Sales team on business development, including finalist presentations • Contribute to development, implementation, and continuous improvement of service models and strategies • Collaborate with other Client Relationship Managers to share experiences, knowledge, and best practices

🎯 Requirements

• Detailed knowledge of pension plans and strong technical expertise • Excellent communication, presentation, persuasion, and planning skills • Ability to perform effectively under pressure • Highly organized and proactive, with ability to work independently and as part of a team • Experience in client relationship management and working with consultants or advisors • Ability to build trusted relationships with key internal and external stakeholders • University degree • At least five years of experience in financial services, financial planning, or customer service • Excellent knowledge of Microsoft Office, including PowerPoint • Candidates based in Quebec must hold a license for Group savings & retirement plan from l’Autorité des marchés financiers or be in the process of obtaining this license • Advanced French proficiency required

🏖️ Benefits

• 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 • 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