Client Relationship Manager – Group Savings and Retirement Are you passionate about the group savings and retirement industry and looking to contribute to clients’ financial security? As a Client Relationship Manager, you will play a key role in developing and managing relationships with plan sponsors, delivering a distinctive client experience, and actively contributing to their satisfaction and retention. This role offers an excellent opportunity to showcase your relationship skills and expertise in an environment where collaboration, career development, and service excellence are top priorities.

As a Client Relationship Manager, you will be at the heart of our mission. Act as a primary contact for clients in Quebec and build solid, long-term relationships Participate in client meetings (pension committees, annual meetings, employee sessions) Provide training on products, tools, and services to support effective plan management Contribute to the development and evolution of service strategies Proactively inform clients of changes related to products, services, or regulatory requirements What Will Help You Succeed in This Role Is recognized for strong relationship-building skills and a client-focused mindset Has a minimum of 5 years of experience in financial services or group savings and retirement Possesses solid knowledge of retirement plans and related concepts Has an advanced level of English proficiency, as the role involves daily interactions with English-speaking internal and external stakeholders across Canada Has an advanced level of French proficiency, both spoken and written Holds a license in group savings and retirement insurance issued by the AMF Note: This is not a people management role with direct reports,



but rather a client-facing account management position.

Note: Some travel (weekly, monthly, and/or quarterly) between Montreal and Ottawa is expected. A comprehensive benefits package including insurance, retirement plan, bonus, vacation, telemedicine, and more Posting End Date 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.

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. 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. #

📌 Client Relationship Manager - Group Savings and Retirement (Montreal)
🏢 iA Financial Group (Industrial Alliance)
📍 Montreal