Group Retirement Client Relationship Manager

iA Financial Group (Industrial Alliance)

. Serve as the dedicated point of contact for clients, developing, managing, and building client relationships .

Posted 9/25/2026full-timeRemote • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management skills, with a focus on effective communication and problem-solving in the financial services sector. Proficient in developing strategies to enhance client engagement and satisfaction while maintaining compliance with service standards.

Highest-signal resume keywords

Client Relationship ManagementPension KnowledgeFinancial Services ExperienceStrong Communication SkillsAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Pension KnowledgeFinancial PlanningCustomer ServiceAnalytical SkillsResearch SkillsProblem-Solving Skills

Soft Skills

Relationship BuildingEffective CommunicationTeam CollaborationPersuasion SkillsOrganizational Skills

Tools & Technologies

Microsoft OfficeNew Systems Learning

Certifications & Qualifications

Canadian Securities CourseMutual Fund LicenseCFPLife Insurance License

Industry Keywords

Financial ServicesPension ProgramsClient ExpectationsLegislative UpdatesSales Collaboration

About the role

Key responsibilities & impact

Serve as the dedicated point of contact for clients, developing, managing, and building client relationships
Participate in client retirement committee, annual, and employee meetings
Train new and existing clients on services, tools, and products
Manage client expectations through strong and effective communication
Understand client needs and find resolutions that satisfy those needs while respecting company capabilities and service standards
Develop communication plans with the education team to identify needs, improvements, and opportunities to increase pension-program participation and member engagement
Proactively communicate product, service, legislative, and other updates affecting clients’ pension programs
Work with the Sales team to develop new business and participate in finalist presentations for prospective clients
Develop, implement, and maintain the service model and strategies
Collaborate with other Client Relationship Managers in internal meetings and workshops to share experiences, knowledge, and tips

Requirements

What you’ll need

Highly organized self-starter with the ability to work in a team environment
Ability to build positive relationships and resolve complex client situations
Strong analytical, research, and problem-solving skills
Excellent communication, presenting, persuasion, and planning skills
Strong written and verbal communication skills
Proficiency with Microsoft Office and ability to quickly learn new systems and technologies
5 years of experience in financial services, financial planning, and customer services
Detailed pension knowledge and experience with strong technical skills
Canadian securities course, or mutual fund license, or CFP, or life insurance license
Bilingualism in French, both verbal and written, would be an asset
Valid driver's license and reliable access to a vehicle required

Benefits

Comp & perks

A work environment where learning and development merge with a collective pursuit of excellence
AI in everyone’s hands, empowering you to increase your personal effectiveness while supporting the organization’s growth
A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed
The opportunity to work remotely or from Waco, Texas, based on the position’s location parameters