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Employer: iA Financial Group
Office: 1981 McGill College Avenue
Location: Montreal, Quebec
Job category: Sales and business development
Job ID: JR10026410
Job type: Permanent Job
Apply before: 2026-07-17
Description
Client Relationship Manager – Group Savings and Retirement
Build the Future with Us
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, professional development, and service excellence are top priorities.
What You Will Accomplish with Us
As a Client Relationship Manager, you will be at the heart of our mission. Your key responsibilities will include:
Act as a primary contact for clients in Quebec and build strong, 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
Understand client needs and propose tailored solutions
Collaborate with internal teams, including financial education and business development
Contribute to the development and evolution of service strategies
Proactively inform clients of changes related to products, services, or regulatory requirements
Participate in initiatives aimed at increasing plan member engagement
Contribute to team success by sharing best practices and participating in internal activities
What Will Help You Succeed in This Role
We are looking for someone who:
Is recognized for strong relationship-building skills and a client-focused mindset
Stands out for their ability to build and maintain strong business relationships
Demonstrates excellent communication and presentation skills
Shows strong organizational skills, autonomy, and team spirit
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
Is comfortable working in a fast-paced and high-pressure environment
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 relevant university degree
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.
Why You’ll Love Working with Us
A collaborative environment where learning and development are encouraged
An inclusive workplace where everyone can reach their full potential
A hybrid work model offering flexibility and balance
A comprehensive benefits package including insurance, retirement plan, bonus, vacation, telemedicine, and more
and Take the Lead in Your Career—Where Your Talent Truly Matters!
Not sure if you should apply?
At iA, we believe in potential and value diverse backgrounds. If this role interests you, we encourage you to apply.
#LI-ML2
#LI-hybrid
Get ahead of your career, where your talent belongs
See why so many people choose iA!
Company Overview
iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 130 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.
At iA, we’re invested in you.
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, write to us. Someone from our team will be happy to assist you.
Build the Future with Us
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, professional development, and service excellence are top priorities.
What You Will Accomplish with Us
As a Client Relationship Manager, you will be at the heart of our mission. Your key responsibilities will include:
Act as a primary contact for clients in Quebec and build strong, 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
Understand client needs and propose tailored solutions
Collaborate with internal teams, including financial education and business development
Contribute to the development and evolution of service strategies
Proactively inform clients of changes related to products, services, or regulatory requirements
Participate in initiatives aimed at increasing plan member engagement
Contribute to team success by sharing best practices and participating in internal activities
What Will Help You Succeed in This Role
We are looking for someone who:
Is recognized for strong relationship-building skills and a client-focused mindset
Stands out for their ability to build and maintain strong business relationships
Demonstrates excellent communication and presentation skills
Shows strong organizational skills, autonomy, and team spirit
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
Is comfortable working in a fast-paced and high-pressure environment
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 relevant university degree
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.
Why You’ll Love Working with Us
A collaborative environment where learning and development are encouraged
An inclusive workplace where everyone can reach their full potential
A hybrid work model offering flexibility and balance
A comprehensive benefits package including insurance, retirement plan, bonus, vacation, telemedicine, and more
and Take the Lead in Your Career—Where Your Talent Truly Matters!
Not sure if you should apply?
At iA, we believe in potential and value diverse backgrounds. If this role interests you, we encourage you to apply.
#LI-ML2
#LI-hybrid
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