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Added 10 mins ago
A&
Store Manager - CF Chinook Centre, Abercrombie & Fitch
Abercrombie & Fitch Co.
Calgary, AB · Chinook, AB
- Full-time
The Store Manager is the leader of their location. They are responsible for staffing, training, developing, and retaining both part-time and full-time staff, including career development…
Added 40 mins ago
TH
Associé(e) aux ventes (Temps partiel)
The Home Depot
Pointe-Claire, QC
- Part-time
…in this position know how to greet, engage, and thank every customer in their department and know how to provide basic service in adjacent departments. Sales Associates are focused on…
Added 41 mins ago
NB
Banking Advisor
National Bank of Canada
Kitchener, ON
- Full-time
…depending on team availability. This position reports to the Customer service Branch Manager or the Branch Manager. Every day, you will work with a team of a experts specialized in…
Added 56 mins ago
GD
GARAGE - Seasonal Sales Associate - Southcentre Mall
Groupe Dynamite, Inc Garage
Calgary, AB
- Part-time
Reporting to the Store Manager, you’ll be the face of our brand. As a Seasonal Sales Associate, your focus is creating an elevated shopping experience - whether it’s styling customers in…
Added 1 hour ago
NF
Floor Manager
Nature's Fare Markets
Kelowna, BC
- Full-time
People are at the heart of what Nature's Fare Markets does and with this lens, the Floor Manager acts as the lead operator on the sales floor, ensuring smooth day-to-day execution across…
Added 1 hour ago
TH
Front End Associate Part -Time 7062 Clareview
The Home Depot
Canada
- Part-time
Using the GET Involved approach to customer service, front-end associate greets each customer, engages them during the transaction and thanks the customer for their business.
Added 1 hour ago
TH
Cashier Part Time - 7038 Brandon
The Home Depot
Brandon, MB
- Part-time
Using the GET Involved approach to customer service, front-end associate greets each customer, engages them during the transaction and thanks the customer for their business.
Added 2 hours ago
In Store Bakery - Baker
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Winnipeg, MB
Provide customers with friendly and professional service. Under the direction of the Bakery Manager, prepare baking products for customer purchases. Actively contribute to an environment of…
Added 2 hours ago
ML
Sr. Health & Safety Manager
Maple Leaf Foods Inc
Mississauga, ON
- $122,000 to $172,000 CAD / year
- Part-time
H&S training and certification programs that strengthen frontline capability and engagement.
Added 3 hours ago
G
Store Manager- Heartland Town Centre
GEOX
Mississauga, ON
- Full-time
We are seeking an enthusiastic and experienced Store Manager to oversee all aspects of our store operations. As a Store Manager, you will play a key role in driving sales, ensuring…
Added 3 hours ago
LC
Meat Assistant Department Manager Full Time Day
Loblaw Companies Limited
Sussex, NB
- Full-time
…products and deals our team members are there to give excellent customer service and memorable experiences. Our Assistant Department Managers are dedicated people leaders who navigate us to…
Added 3 hours ago
A
Brand Advocate West
Acosta
BC · West Vancouver, BC
- Full-time
…excellence. The Brand Advocate reports directly to the National Field…
Added 3 hours ago
TV
Social Media Manager
The Vancouver Aesthetician
Vancouver, BC
- Full-time
If a community manager and a content creator had a child, this would be it. We’re looking for someone who gets our brand on a gut level, down to every little detail, and knows how to…
Added 3 hours ago
FB
Assistant Deli/Cheese Manager
Farm Boy Inc.
Pickering, ON
- From $21.5 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 4 hours ago
CC
Global Account Manager
Cogent Communications
Toronto, ON · North York, ON
- Full-time
…connections at highly competitive prices. Cogent also offers superior customer support by virtue of its end-to-end control of service delivery and network monitoring. Structured tenure pay…
Added 4 hours ago
Development Planner
Town of Morinville
Morinville, AB
…our Planning & Economic Development team. Reporting to the Manager, Planning & Economic Development, the Development Planner plays a key role in managing and coordinating applications…
Added 4 hours ago
Senior Resource Manager
BIMM
Toronto, ON
BIMM is booming, so we’re looking for a Senior Resource Manager to join our team!
Added 4 hours ago
Manager, Enterprise
BrainStation
Toronto, ON
As a Manager, Enterprise, you will lead engagements with global organizations as they transform for the AI era. Our clients are leaders in their industries, operating across markets…
Added 4 hours ago
FB
Assistant Deli/Cheese Manager
Farm Boy Inc.
Pickering, ON
- $21.5 CAD / hour
- Full-time
You’ll work alongside the Department Manager to help deliver standout service and operational excellence that reflect Farm Boy’s commitment to the best fresh shopping experience. Through…
Added 4 hours ago
CO
Temporary Technical Lead (Housing Accelerator Fund) Up to 18 Months
City of Saint John
Saint John, NB
- Temporary
Under the general supervision of the HAF Project Manager, you will be part of a high-caliber cross functional team leading the E-Permitting Initiative under the City of Saint John Housing…
Added 4 hours ago
TI
Customer Order Fulfillment Specialist
telMAX Inc.
Markham, ON
- $50,000 to $65,000 CAD / year
- Full-time
Reporting to the Manager, Operations Enablement, the Customer Order Fulfillment Specialist will be responsible for coordinating the customer journey from the initial point of sale through…
Added 4 hours ago
CN
Health and Beauty Clerk (Vitamins/Supplements)
Community Natural Foods
AB · Edmonton, AB
- Full-time
Reports to the Customer Engagement Manager; daily supervision provided by Customer Engagement Supervisors; work is reviewed in terms of achievement of daily goals and application of…
Added 4 hours ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
Respond to employee and manager inquiries regarding pay, benefits, and employment-related documentation.
Added 5 hours ago
Product Line Manager - Geomembrane & Specialty Market
Intertape Polymer Group (IPG)
Truro, NS · ON · NB · NS · PE
…advancing product innovation. Through strong collaboration and customer engagement, this role helps drive sustainable revenue growth and long-term market…
Added 5 hours ago
A
Director of Rooms Division (Full-Time)
AccorHotel
Ottawa, ON
- Full-time
…Operations, while championing service excellence, colleague engagement, operational innovation, and talent…

iA Financial Group

Group Retirement Client Relationship Manager

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 6, 2026
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: Oct 23, 2026

Original job description

Job 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:

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.

What could accelerate your success in this role

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

Why you’ll love working with us

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;

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!

Location(s)

Calgary / 401 9 Ave SW

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 Group Retirement Client Relationship Manager acts as the primary point of contact for plan sponsors, managing relationships and ensuring operational excellence. They are responsible for conducting client meetings, providing training on products and services, and collaborating with internal teams to drive member engagement and business growth.

Requirements

Candidates must have at least 5 years of experience in financial services, financial planning, or customer service with detailed pension knowledge. Strong communication, analytical, and organizational skills are required, along with proficiency in Microsoft Office and a valid driver's license.

Skills

Problem-solving
Organizational skills
Communication skills
Presentation skills
Analytical skills
Research skills
Planning skills
Microsoft Office
Pension knowledge
Financial services
Financial planning
Customer service
Technical skills

Benefits

Learning and development opportunities
Inclusive work environment
Supportive culture

Visa sponsorship

Not detected in the job text

Keywords

Group Retirement
Client Relationship Manager
Plan Sponsor
Pension Program
Financial Services
Financial Planning
Customer Service
Canadian Securities Course
Mutual Fund License
CFP
Life Insurance License
Microsoft Office
Relationship Building
Business Development
Member Engagement
Legislative Changes
Operational Excellence
Retirement Committee

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