Client Service Relationship Manager

iA Financial Group (Industrial Alliance)

Client Relationship Manager strengthening employer retirement-plan relationships at iA Financial Group, a Canadian insurance, savings, and wealth-management provider. Delivering client training, engagement strategies, and business-development support.

Posted 9/1/2026full-timeQuebec City • 🇨🇦 CanadaMid-LevelSenior💰 CA$70,000 - CA$80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in pension plans and client relationship management, with a strong ability to communicate effectively and build trusted relationships with stakeholders. Proficient in developing strategies to enhance client engagement and service delivery.

Highest-signal resume keywords

Pension Plan KnowledgeClient Relationship ManagementAdvanced French ProficiencyMicrosoft Office ProficiencyFinancial Services Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Pension Plan ExpertiseFinancial PlanningClient ManagementPresentation SkillsPersuasion Skills

Soft Skills

Effective CommunicationOrganizational SkillsProactive AttitudeTeam CollaborationPressure Management

Tools & Technologies

Microsoft PowerPoint

Certifications & Qualifications

Canadian Securities CourseMutual Fund LicenceCertified Financial PlannerLife Insurance Licence

Industry Keywords

Financial ServicesClient EngagementService ModelsBusiness DevelopmentLegislative Developments

About the role

Key responsibilities & impact

Serve as the dedicated point of contact for a portfolio of clients in Ontario
Develop, manage, and strengthen long-term client relationships
Represent iA Financial Group at client retirement committee, annual, and employee meetings
Provide training on products, services, and available tools
Manage client expectations through clear, timely, and effective communication
Understand client needs and identify solutions aligned with objectives and service standards
Collaborate with the education team on communication plans
Identify opportunities to increase pension plan participation and member engagement
Inform clients about products, services, legislative developments, and other changes affecting pension programs
Partner with the Sales team on business development and finalist presentations
Contribute to the development, implementation, and continuous improvement of service models and strategies
Collaborate with other Client Relationship Managers through meetings and workshops to share knowledge and best practices

Requirements

What you’ll need

Detailed knowledge of pension plans and strong technical expertise
Excellent communication, presentation, persuasion, and planning skills
Ability to perform effectively under pressure
Highly organized and proactive; comfortable working independently and as part of a team
Experience in client relationship management and working with consultants or advisors
Ability to build trusted relationships with key internal and external stakeholders
University degree
At least five years of experience in financial services, financial planning, or customer service
Excellent knowledge of Microsoft Office, including PowerPoint
Advanced level of French proficiency required
Canadian Securities Course credential, mutual fund licence, Certified Financial Planner designation, or life insurance licence is an asset

Benefits

Comp & perks

A work environment where learning and development merge with a collective pursuit of excellence
A healthy, safe, fair, and inclusive environment
Hybrid work environment with flexibility and access to inspiring and innovative workspaces
Flexible group insurance
Competitive pension plan
Stock purchase plan
Vacation and wellness/personal development days
Telemedicine
Employee and family assistance program
Ergonomic furniture program
Performance bonus
Discounts on iA products