Group Retirement Client Relationship Manager

Operational excellence and client relationships define this Group Retirement Client Relationship Manager role with iA Financial Group. Candidates may work from Calgary, Regina, or Winnipeg.As a Group Retirement Client Relationship Manager, you will shape the plan sponsor experience, support retention, and build trusted relationships. You will represent iA Financial Group with plan sponsors and plan advisors or consultants. The role reports to the Manager of Client Relationships and requires organization, communication, problem-solving, and analytical skills.Key Responsibilities:
Manage client relationships as a dedicated point of contactParticipate in retirement committee, annual, and employee meetingsTrain clients on products, services, and toolsResolve client needs within service standardsDevelop communication plans with the education teamRequirements:
Five years’ financial services or customer service experienceDetailed pension knowledge and strong technical skillsStrong communication, presentation, planning, and persuasion skillsMicrosoft Office proficiency and ability to learn systemsRelevant securities, mutual fund, CFP, or insurance licenseApply your pension knowledge, communication strengths, and relationship-building abilities as an iA Financial Group client manager.
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