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Added 1 min ago
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…competitive dynamics within the territory. Identify and pursue new business opportunities, including new markets, partnerships, and distribution…
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iA Financial Group
Calgary, AB
- Full-time
…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…
Added 1 hour ago
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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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