- Serve as the dedicated point of contact for a portfolio of clients in Ontario
- Develop, manage, and strengthen long-term client relationships
- Represent iA Financial Group at client retirement committee, annual, and employee meetings
- Provide training on products, services, and available tools
- Manage client expectations through explicit, timely, and effective communication
- Understand client needs and identify solutions aligned with objectives and service standards
- Collaborate with the education team on communication plans
- Identify opportunities to increase pension plan participation and member engagement
- Inform clients about products, services, legislative developments, and other changes affecting pension programs
- Partner with the Sales team on business development and finalist presentations
- Contribute to the development, implementation, and continuous improvement of service models and strategies
- Collaborate with other Client Relationship Managers through meetings and workshops to share knowledge and best practices

Requirements

- Detailed knowledge of pension plans and strong technical expertise
- Excellent communication, presentation, persuasion, and planning skills

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📌 Client Service Relationship Manager (Quebec City)
🏢 Jobtailor
📍 Quebec City