Closed listing
Group Retirement Client Relationship Manager
- Winnipeg, MB, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- Experience
- Has 5 years of experience in financial services, financial planning and customer services with detailed pension knowledge and experience with strong technical skills
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
Description
Build the future with us
Are you driven by operational excellence and committed to delivering high-quality service? As a Group Retirement Client Relationship Manager (CRM) you will be responsible for the plan sponsor experience, retention, and relationship building. You will represent iA Financial Group and interact with our plan sponsors and plan advisors/consultants when speaking to our products, tools and services. Under the supervision of the Manger of Client Relationships, you will be a key contributing member of our group retirement service team:
This position is a great opportunity to showcase your client relationship, problem-solving, and organizational skills 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.
We would be open to candidates based in Calgary, Regina or Winnipeg
What You’ll Accomplish With Us
As a Group Retirement Client Relationship Manager (CRM), you’ll be at the core of our mission. Here are the main responsibilities:
We’re looking for someone who:
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!
Build the future with us
Are you driven by operational excellence and committed to delivering high-quality service? As a Group Retirement Client Relationship Manager (CRM) you will be responsible for the plan sponsor experience, retention, and relationship building. You will represent iA Financial Group and interact with our plan sponsors and plan advisors/consultants when speaking to our products, tools and services. Under the supervision of the Manger of Client Relationships, you will be a key contributing member of our group retirement service team:
This position is a great opportunity to showcase your client relationship, problem-solving, and organizational skills 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.
We would be open to candidates based in Calgary, Regina or Winnipeg
What You’ll Accomplish With Us
As a Group Retirement Client Relationship Manager (CRM), you’ll be at the core of our mission. Here are the main responsibilities:
- Dedicated point of contact for our valued clients in developing, managing and building a valuable client relationship. Participating in the client’s retirement committee meetings, annual meetings and/or employee meetings.
- Providing new clients or existing clients a thorough training on our services, tools and the products they have.
- Managing the client expectations by using strong and effective communication skills.
- Responsible for understanding the needs of the client, finding a resolution that will satisfy the clients need while respecting iA’s capabilities and service standards.
- Working on communication plans with the education team in order identify the any needs, improvements or opportunities to increase participation and/or member engagement in the pension program.
- Proactively communicating and informing to your block of clients on our products, services and/or any legislative changes or new that affect their pension program.
- Working with our Sales team to develop new business by practicing and actively participating in finalist presentation to any new prospective client.
- Developing, implementing and maintaining our service model and strategies.
- Working alongside other CRMs in internal meetings and workshops to share experiences, knowledge and insightful tips to make everyone successful.
We’re looking for someone who:
- Is known for being a highly organized self-starter with the ability to work in a team environment
- Stands out for their ability to build positive relationships and resolve complex client situations.
- Demonstrates strong analytical, research, and problem-solving skills.
- Is recognized for excellent communication, presenting, persuasion and planning skills.
- Has strong written and verbal communication skills.
- Demonstrates proficiency with Microsoft Office and the ability to quickly learn new systems and technologies.
- Has 5 years of experience in financial services, financial planning and customer services with 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 communication would be an asset
- A valid driver's license and reliable access to a vehicle would be required for this role
- 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.
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!
More about this job
Responsibilities
Manage relationships with group retirement plan sponsors, serving as their primary contact and supporting retention, training, meetings, and resolution of client needs. Coordinate client communications and education, share updates on products and legislative changes, and collaborate with sales and CRM colleagues on business development and service strategies.
Requirements
Candidates should have at least five years of experience in financial services, financial planning, or customer service, with detailed pension knowledge and strong technical skills. The role calls for strong communication, presentation, analytical, organizational, and problem-solving abilities; a relevant securities, mutual fund, CFP, or life insurance credential is requested, while French bilingualism is an asset and a valid driver's license with reliable vehicle access is required.
Skills
- Client Retention
- Relationship Building
- Communication
- Presentation
- Persuasion
- Problem-Solving
- Analytical Skills
- Research
- Organization
- Planning
- Pension Knowledge
- Financial Services
- Microsoft Office
- Client Training
- Business Development
Visa sponsorship
Not detected in the job text
Categories
- Customer Service & Support
- Finance & Accounting
- Sales
- Management & Leadership
Keywords
- Group Retirement
- Plan Sponsors
- Pension Programs
- Retirement Committees
- Client Retention
- Client Training
- Client Expectations
- Communication Plans
- Member Engagement
- Employee Education
- Legislative Changes
- Financial Services
- Financial Planning
- Pension Knowledge
- Canadian Securities Course
- Mutual Fund License
- Certified Financial Planner
- Life Insurance License
- Microsoft Office
- Sales
- Business Development
- Finalist Presentations
- Service Model
- Client Relationship Building