Job Description

As a Client Relationship Manager, Group Savings and Retirement (Retirement), you will play a key role in supporting plan sponsors and advisors while enhancing client satisfaction and engagement. Acting as a trusted partner, you will help organizations maximize the value of their retirement programs through proactive guidance, strategic support, and exceptional service.

This position is a great opportunity to showcase your relationship management expertise and retirement savings knowledge while fully realizing 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. Here are the main responsibilities:

• Build and maintain strong relationships with plan sponsors and advisors by serving as a trusted strategic partner and primary point of contact.
• Deliver training and support on our products, tools, and services to help clients optimize their group retirement programs.
• Identify client needs and recommend solutions that align with their objectives while respecting iA Financial Group's service standards.
• Collaborate with internal partners, including the Education and Sales teams, to enhance member engagement and support business development initiatives.
• Contribute to the continuous improvement of our service model by sharing expertise, best practices, and industry knowledge with colleagues and stakeholders.

What could accelerate your success in this role

We're looking for someone who:

• Is known for their ability to build strong and lasting business relationships.
• Stands out for their customer-focused mindset and commitment to delivering exceptional service.
• Demonstrates strong communication, presentation, and influencing skills.
• Is recognized for their organizational skills, autonomy, and ability to manage multiple priorities effectively.
• Has a minimum of 5 years of experience in financial services, financial planning, client relationship management, or client services.
• Possesses strong knowledge of group retirement savings plans and related industry practices.
• Has experience managing relationships with clients, advisors, and key stakeholders.
• Demonstrates the ability to work effectively under pressure and thrive in a collaborative team environment.
• Is comfortable using Microsoft Office applications, including PowerPoint, and demonstrates an interest in leveraging AI tools to enhance efficiency.
• Holds a valid driver's license and has access to a vehicle.
• Advanced level of English proficiency is required, as the role involves leading meetings, delivering training sessions, supporting retirement committees, building relationships with plan sponsors and advisors, and collaborating with internal and external stakeholders across Canada on a regular basis.

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!

The typical hiring range for this position is between 65 000$and 110 000$ 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.

Location(s)
Toronto / 26 Wellington Street East

Other Possible Location(s)

Company

iA Financial Group

Posting End Date
2026-07-21