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Added 22 mins ago
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iA Financial Group

Client Relationship Manager, Group Savings and Retirement

Montreal, QC, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Nov 6, 2026
Experience: University degree (BA) and a minimum of 5 years experience of group insurance experience in customer service and/or sales-related environment
Posting language: English
Posted: Oct 6, 2026

Original job description

Job Description

Build the futur with us

Do you have a reputation for delivering exceptional service, fostering robust business relationships, and exhibiting excellent interpersonal skills? Do you possess extensive expertise in group insurance? If so, the role of Client Relationship Manager (CRM) in Group Benefits & Retirement Solutions at iA Financial Group could be the perfect fit for you.

In this role, you will be establishing and building strong relationships with our key decision makes and plan administrators to enhance loyalty and client satisfaction. This role entails proactive engagement with sponsors to demonstrate iA's benefits and responsive handling of their inquiries. The ideal candidate should possess strong interpersonal skills, in-depth

knowledge of group insurance, and a customer service-oriented mindset.

What you'll accomplish with us:

Act as a dedicated contact for Québec and Ottawa based clients by establishing, developing, and managing valuable relationships: participate in service meetings, administration trainings and ongoing support finding the rights solutions in a timely manner.
Deliver comprehensive client training on our products, tools, and services, leveraging strong communication and social skills to manage expectations and address client escalations or conflicts.
Understand client expectations and identify solutions that are satisfactory to them within iA Financial Group's capabilities and service standards.
Collaborate with the Financial Education team to develop communication plans to identify needs/issues, potential improvements or find opportunities that demonstrate value in educating plan members on their benefit plan.
Communicate regularly with clients and proactively inform them of our products and services.
Collaborate with the sales team in the development of new business by preparing and actively participating in finalist presentations to prospect clients.
Establish, implement, and maintain our service model and strategies.
Contribute to the success of other CRMs of the team by participating in internal meetings or workshops where you will share your experiences, knowledge, and advice.

We are looking for a candidate who have:

University degree (BA) and a minimum of 5 years experience of group insurance experience in customer service and/or sales-related environment
In-depth knowledge and experience of detailed knowledge in all areas of group insurance including; processes, contracts, new business issue, claims, underwriting procedures and guidelines, and billing/administration
Excellent interpersonal skills and ability to deal effectively with a wide variety of people
Able to gain credibility and trust quickly from both internal and external clients so that problems and issues may be resolved to the client’s and the company’s satisfaction
Self-motivated, takes initiative and assumes ownership in all areas of responsibility
Understanding and experience of Lean philosophy (A3, Kaizen and DMS)
Excellent communication and presentation skills, ability to persuade and plan (written and oral skills)
Ability to work under pressure, meet tight deadlines and solve problems/issues autonomously
Excellent organizational skills, autonomy and team spirit
Experience in managing relationships with clients and advisors
Ability to build trusting relationships with key internal and external stakeholders
Excellent knowledge of Microsoft Office suite, including PowerPoint
A valid driver's license and access to a vehicle
Flexibility to travel within the province with occasional trips to other provinces

Why You’ll Love Working With Us?

A six (6)-week paid training program starting the moment you begin your role.

Ongoing support through access to a trainer and a coach to help you grow.

A work environment where learning and development go hand in hand with a collective pursuit of excellence.

Artificial intelligence is accessible to everyone, helping you increase your personal efficiency and driving the organization’s growth.

Managers who value autonomy and actively support their teams.

A primarily remote role requiring in-office presence 2 to 4 times a month at an office in Quebec City, Montreal, or Toronto.

A collaborative team where mutual support and job satisfaction are key priorities.

Opportunities for ongoing training and career advancement within a rapidly growing company.

Competitive benefits

A 35-hour workweek, scheduled between 8:00 a.m. and 9:30 p.m. Monday through Friday and communicated one month in advance.

Flexible group insurance plans.

Competitive retirement plan.

Stock purchase plan.

Vacation policy and days off for wellness and personal development.

Telemedicine.

Employee and family assistance program.

Comprehensive health program and competitive working conditions.

Discounts on iA products and more.

Apply now and take control of your career where your talent truly matters!

Hesitating to apply?

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!

Location(s)

Montreal / 1981 McGill College Avenue

Other Possible Location(s)

Company

iA Financial Group

Posting End Date

2026-11-06

Company Overview

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.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

Our Commitment to Diversity and Inclusion

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.

Apply About employer

More about this job

Responsibilities

The Client Relationship Manager will build and maintain strong relationships with key decision-makers and plan administrators to ensure client satisfaction and loyalty. They will also collaborate with sales and education teams to develop communication plans, deliver product training, and participate in prospect presentations.

Requirements

Candidates must hold a university degree and possess at least 5 years of experience in group insurance within a customer service or sales environment. Strong interpersonal, communication, and organizational skills are required, along with proficiency in Microsoft Office and a valid driver's license.

Skills

Group insurance
Customer service
Relationship management
Sales
Communication
Presentation skills
Problem solving
Lean philosophy
Microsoft Office
PowerPoint
Time management
Conflict resolution
Strategic planning
Client training
Interpersonal skills

Benefits

Paid training program
Health insurance
Retirement plan
Stock purchase plan
Vacation policy
Wellness days
Telemedicine
Employee and family assistance program
Health program
Product discounts

Visa sponsorship

Not detected in the job text

Keywords

Group insurance
Client Relationship Manager
Group Benefits
Retirement Solutions
Lean philosophy
A3
Kaizen
DMS
Underwriting
Claims
Billing
Administration
Financial Education
Business development
Stakeholder management
Microsoft Office
PowerPoint
Customer satisfaction
Strategic planning
Client retention

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