Group Retirement Client Relationship Manager

🔥 12 hours ago

🇨🇦 Canada – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 10%

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 clients, developing, managing, and building client relationships • Participate in client retirement committee, annual, and employee meetings • Train new and existing clients on services, tools, and products • Manage client expectations through strong and effective communication • Understand client needs and find resolutions that satisfy those needs while respecting company capabilities and service standards • Develop communication plans with the education team to identify needs, improvements, and opportunities to increase pension-program participation and member engagement • Proactively communicate product, service, legislative, and other updates affecting clients’ pension programs • Work with the Sales team to develop new business and participate in finalist presentations for prospective clients • Develop, implement, and maintain the service model and strategies • Collaborate with other Client Relationship Managers in internal meetings and workshops to share experiences, knowledge, and tips

🎯 Requirements

• Highly organized self-starter with the ability to work in a team environment • Ability to build positive relationships and resolve complex client situations • Strong analytical, research, and problem-solving skills • Excellent communication, presenting, persuasion, and planning skills • Strong written and verbal communication skills • Proficiency with Microsoft Office and ability to quickly learn new systems and technologies • 5 years of experience in financial services, financial planning, and customer services • 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, would be an asset • Valid driver's license and reliable access to a vehicle required

🏖️ Benefits

• 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 • The opportunity to work remotely or from Waco, Texas, based on the position’s location parameters