Customer Relationship Manager (Contract)

Office: 1080, Grande Allee West
Sales and business development
Temporary Job
2026-03-20 Description Client Relationship Manager Build the future with us Join iA Financial Group as a Client Relationship Manager in Group Savings and Retirement, where you'll act as a strategic partner to plan sponsors, delivering expert guidance and fostering long-term client loyalty. This role blends relationship management, retirement plan expertise, and impactful communication to elevate the client experience and drive engagement. You will be a key member of the Group Savings and Retirement service team. What you’ll accomplish with us As a Client Relationship Manager , you’ll be at the core of our mission to deliver exceptional service and strategic guidance to our Group Savings and Retirement clients across Canada. Serve as a trusted strategist for clients, participating in meetings, annual reviews, and employee sessions.
Deliver comprehensive training on iA’s products, tools, and services to empower plan sponsors.
Maintain regular client outreach, proactively sharing updates on products, services, and legislative changes impacting retirement plans.
Identify client needs and provide tailored solutions aligned with our service standards.
Support business development efforts through finalist presentations and strategic service initiatives
Define, implement, and maintain service models and strategic initiatives to enhance client experience.
Stands out for their in-depth knowledge of retirement plans, strong technical skills, and experience in financial services or financial planning
Applies Lean principles (A3, Kaizen, DMS) to continuously improve service delivery and client experience
Learns new technologies quickly and uses digital tools effectively to enhance client interactions
Has an advanced level in French and English, as the role involves handling calls and emails in both languages and participating daily in meetings with French- and English-speaking clients and partners.The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

For positions posted in Ontario and British Columbia:

The typical hiring range for this position is between $58 422 and $79 585 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.
Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States. Because, for over 130 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.
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, write to us. Someone from our team will be happy to assist you.

Join iA Financial Group as a Client Relationship Manager in Group Savings and Retirement, where you'll act as a strategic partner to plan sponsors, delivering expert guidance and fostering long-term client loyalty. This role blends relationship management, retirement plan expertise, and impactful communication to elevate the client experience and drive engagement.
You will be a key member of the Group Savings and Retirement service team.
As a Client Relationship Manager , you’ll be at the core of our mission to deliver exceptional service and strategic guidance to our Group Savings and Retirement clients across Canada. Serve as a trusted strategist for clients, participating in meetings, annual reviews, and employee sessions.
Deliver comprehensive training on iA’s products, tools, and services to empower plan sponsors.
Maintain regular client outreach, proactively sharing updates on products, services, and legislative changes impacting retirement plans.
Identify client needs and provide tailored solutions aligned with our service standards.
Support business development efforts through finalist presentations and strategic service initiatives
Define, implement, and maintain service models and strategic initiatives to enhance client experience.
Stands out for their in-depth knowledge of retirement plans, strong technical skills, and experience in financial services or financial planning
Applies Lean principles (A3, Kaizen, DMS) to continuously improve service delivery and client experience
Learns new technologies quickly and uses digital tools effectively to enhance client interactions
Has an advanced level in French and English, as the role involves handling calls and emails in both languages and participating daily in meetings with French- and English-speaking clients and partners.The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

For positions posted in Ontario and British Columbia:

The typical hiring range for this position is between $58 422 and $79 585 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.
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