Build the future with usAre you driven by operational excellence and committed to delivering high-quality service? As a Group Retirement Client Relationship Manager (CRM) you will be responsible for the plan sponsor experience, retention, and relationship building. Under the supervision of the Manger of Client Relationships, you will be a key contributing member of our group retirement service team:As a Group Retirement Client Relationship Manager (CRM) , Dedicated point of contact for our valued clients in developing, managing and building a valuable client relationship.

Participating in the client’s retirement committee meetings, annual meetings and/or employee meetings.Providing new clients or existing clients a thorough training on our services, tools and the products they have.Managing the client expectations by using strong and effective communication skills.Responsible for understanding the needs of the client, finding a resolution that will satisfy the clients need while respecting iA’s capabilities and service standards.Working on communication plans with the education team in order identify the any needs, improvements or opportunities to increase participation and/or member engagement in the pension program.Proactively communicating and informing to your block of clients on our products, services and/or any legislative changes or new that affect their pension program.Developing, implementing and maintaining our service model and strategies.Working alongside other CRMs in internal meetings and workshops to share experiences, knowledge and insightful tips to make everyone successful.Is recognized for excellent communication, presenting, persuasion and planning skills.Demonstrates proficiency with Microsoft Office and the ability to quickly learn new systems and technologies.Has 5 years of experience in financial services,



financial planning and customer serviceswith detailed pension knowledge and experience with robust technical skillsCanadian securities course, or mutual fund license or CFP or life insurance licenseBilingualism in French both verbal and written communication would be an assetA valid driver’s license and reliable access to a vehicle would be required for this roleWhy you’ll love working with us AI in everyone's hands, empowering you to increase your personal effectiveness while supporting the organization’s growth; 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. #

📌 Group Retirement Client Relationship Manager (Winnipeg)
🏢 iA Financial Group
📍 Winnipeg