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 robust 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 (Winnipeg)
🏢 iA Financial Group
📍 Winnipeg