Directeur(trice) gérant les relations clients pour l'épargne et retraite collectives chez iA Financial Group. Établir des relations, former les clients et soutenir le développement des affaires.
Responsibilities
Serve as the dedicated client contact by establishing, developing and maintaining value-based relationships with plan sponsors
Participate in pension committee meetings, annual meetings and meetings with client staff
Deliver in-depth training on products, tools and services to support effective management of group savings and retirement plans
Understand client needs and propose tailored solutions while respecting service standards and capabilities
Collaborate with the financial education team to develop communication plans aimed at increasing participant enrollment and engagement
Proactively inform clients of changes that may affect their plan (products, services, legislative or other aspects)
Support business development by collaborating with the sales team and participating in the preparation and presentation of finalist proposals
Contribute to the evolution of service strategies and models
Actively participate in team life by sharing best practices and industry knowledge
Requirements
Holds a university degree (BA)
Minimum of 5 years’ experience in financial services, financial planning or customer service
Strong knowledge of pension plans and solid technical skills
Demonstrates excellent communication and presentation skills
Excellent organizational skills, autonomy and team spirit
Comfortable in a dynamic environment and able to work under pressure
Experience managing client relationships and working with internal and external partners
Proficient in Microsoft Office, including PowerPoint
Holds a group savings and retirement insurance license from the Autorité des marchés financiers (AMF)
Understanding of and experience with Lean philosophy (A3, Kaizen, DMS)
Advanced level of English
Benefits
A healthy, inclusive and supportive work environment
Hybrid work model that supports flexibility
Flexible group insurance
Retirement plan
Employee share purchase plan
Vacation and wellness days
Telemedicine
Employee and Family Assistance Program
Ergonomic furniture
Performance bonuses
Product discounts
Job title
Director – Client Relations, Group Savings and Retirement
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