06 Nov
|
iA Financial Group
|
Calgary
06 Nov
iA Financial Group
Calgary
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 contact
- Participate in retirement committee, annual, and employee meetings
- Train clients on products, services, and tools
- Resolve client needs within service standards
- Develop communication plans with the education team
Requirements:
- Five years’ financial services or customer service experience
- Detailed pension knowledge and solid technical skills
- Strong communication, presentation, planning, and persuasion skills
- Microsoft Office proficiency and ability to learn systems
- Relevant securities, mutual fund, CFP, or insurance license
Apply your pension knowledge, communication strengths, and relationship-building abilities as an iA Financial Group client manager.
📌 Group Retirement Client Relationship Manager (Calgary)
🏢 iA Financial Group
📍 Calgary