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Added 41 mins ago
BI
Senior Brand Manager, Oncology
Boehringer Ingelheim
Burlington, ON
- Full-time
…understanding, buy-in, optimal implementation & gather feedback. Drives organizational excellence in all aspects of marketing, including digital and social media planning, digital…
Added 1 hour ago
O
Guest Experience Representative
OMERS
Mississauga, ON · Square One
- Part-time
Reporting to the Guest Experience Manager, you will serve as a brand ambassador for Square One Shopping Centre, welcoming and assisting guests within a luxury retail environment. Through…
Added 2 hours ago
H
Strategic Communications Team Lead, Western Canada
HDR
Vancouver, BC
- Full-time
We are seeking an experienced professional who combines strong communications and engagement expertise with demonstrated leadership, business development, and project delivery capabilities.…
Added 2 hours ago
H
Senior Project Manager, Environmental Assessments and TRPAPs
HDR
Toronto, ON
- Full-time
In the role of Senior Project Manager, Environmental Assessments and TRPAPs we'll count on you to:
Added 3 hours ago
AH
Manager
Alberta Health Services
AB · Greater Edmonton Metropolitan Area
- Full-time
…environment? Emergency Health Services – Alberta (EHS) is seeking a Manager, Emergency Health Services to join our team. In this pivotal role, you will lead EHS operations, guide workforce…
Added 3 hours ago
C
Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Ottawa, ON
- Full-time
Support and coach leaders through performance management, talent development, employee engagement initiatives, and complex workplace situations.
Added 4 hours ago
ML
Sr. Health & Safety Manager
Maple Leaf Foods Inc
Mississauga, ON
- $122,000 to $172,000 CAD / year
- Part-time
…experience, education, training, job- related knowledge, and other organizational requirements. For part-time roles, salaries are adjusted according to scheduled hours. In addition to base…
Added 4 hours ago
C
Bilingual Senior HR Business Partner – Corporate Groups
CBC/Radio-Canada
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
Support and coach leaders through performance management, talent development, employee engagement initiatives, and complex workplace situations.
Added 5 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 5 hours ago
H
Mining Potash Lead
HDR
Toronto, ON · Saskatoon, SK · Vancouver, BC
- Full-time
…ensures consistency and quality of delivery, and drives strategic engagement with owner‑operators, as well as mines in development Saskatchewan, the United States and…
Added 5 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 6 hours ago
Senior Resource Manager
BIMM
Toronto, ON
The Senior Resource Manager is responsible for planning, coordinating, and optimizing resource allocation across BIMM’s multidisciplinary teams, including Creative, Experience Design (XD),…
Added 6 hours ago
People Business Partner
Jack Morton Worldwide
Oakville, ON
Building AI into how we deliver - from talent reviews to manager enablement to engagement listening - so the People function operates with leverage, not just effort.
Added 6 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 6 hours ago
Program Manager, Public Works
Regional Municipality of Wood Buffalo
Fort McMurray, AB
The Program Manager, Public Works is responsible for overseeing Public Works programming and its related projects, and initiatives. Utilizing consistent and standard approaches, the…
Added 6 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 6 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 6 hours ago
TI
Customer Order Fulfillment Specialist
telMAX Inc.
Markham, ON
- $50,000 to $65,000 CAD / year
- Full-time
Contribute to the development of onboarding materials and packages that enhance customer education and engagement.
Added 6 hours ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
Act as a primary Human Resources contact for employees and assist in fostering engagement and organizational connection.
Added 7 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…
Added 8 hours ago
AC
Chef Manager
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Calgary, AB
- Full-time
As a Chef Manager, you will plan, guide, and execute contracted food services at the client site. You will be part of the management team for Food & Nutrition Services, responsible for…
Added 8 hours ago
TH
Program Manager, Construction Safety
The Hospital for Sick Children
Toronto, ON
- Full-time
Provide guidance and advice to hospital personnel, promote staff engagement, and support understanding of organizational and departmental project delivery processes.
Added 8 hours ago
SJ
Occupational Therapist CP - SJHC Rehabilitative Care
St. Joseph's Health Centre, Toronto
Toronto, ON
- Temporary
…within the Medicine and Surgery Programs. Reporting to the Manager, Collaborative Practice and Education, this casual role will provide weekend corporate clinical coverage in diverse…
Added 8 hours ago
IF
Group Retirement Client Relationship Manager
iA Financial Group
Calgary, AB
- Full-time
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…
Added 9 hours ago
ML
Manager, Social Impact
Maple Leaf Foods Inc
Mississauga, ON
- $96,000 to $141,000 CAD / year
- Part-time
…Executive Director of the Maple Leaf Centre for Food Security, the Manager, Social Impact is part of a small dynamic team that collaborates with thought leaders to drive structural…

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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