Director, Client Relations (DRC)

Description

• Build the future with us

Are you driven by building trust-based relationships and want to contribute to the core purpose of a company that aims to put its clients at ease and secure about their future? As a Director, Client Relations (DRC), you will play a key role in the client experience and loyalty of pension plan promoters, as well as in the development of lasting relationships with our clientele.

You will represent iA Financial Group to pension plan promoters, advisors, and consultants to present our products, tools, and services. You will actively contribute to the success of our collective retirement services team.

This position offers a great opportunity to showcase your skills and fully leverage your potential within a caring and reliable company. Here, the human being and his development are at the heart of concerns, thus fostering a collaborative and innovative environment.

This position is open to candidates residing anywhere in Canada. It is a fully remote position.

What you will accomplish with us

As a Director, Client Relations (DRC), Retirement and Savings, you will be at the heart of our mission. Here are the main responsibilities:

• Serve as the primary resource for an established client portfolio in Ontario, while developing, managing, and strengthening lasting and value-driven relationships;
• Represent iA Financial Group and participate in pension committee meetings, annual meetings, and employee meetings with our clients;
• Provide new and existing clients with comprehensive training on the products, services, and tools available to them;
• Manage client expectations through clear, effective, and needs-based communications;
• Understand client needs and propose satisfying solutions, while respecting iA's service capabilities and standards;
• Collaborate with the education team to develop communication plans and determine needs, improvements, and opportunities to increase member participation and engagement in their retirement plan;
• Proactively inform your client portfolio about our products, services, and any legislative changes or other news that may impact their retirement plan;
• Collaborate with the sales team to develop new business opportunities, including preparing and participating in presentations to potential clients;
• Contribute to the development, implementation, and maintenance of our service models and strategies;
• Collaborate with other Client Relations managers in the context of internal meetings and workshops to share experiences, knowledge, best practices, and advice that foster collective success.
• What could accelerate your success in this role
• We are looking for a person who:
• Possesses in-depth knowledge of pension plans, relevant experience in the field, and strong technical skills;
• Is recognized for excellent communication, presentation, persuasion, and planning skills;
• Demonstrates a strong ability to work effectively under pressure;
• Stands out for their organizational skills, autonomy, initiative, and ability to work in a team;
• Has experience in client relationship management and with consultants or advisors;
• Can build trust-based relationships with key internal and external stakeholders;
• Holds a bachelor's degree and has at least five years of experience in financial services, financial planning, or customer service;
• Has excellent proficiency in Microsoft Office Suite, particularly PowerPoint;
• Has completed the Canadian Securities Course or holds a mutual fund permit, the Chartered Financial Planner (CFP) designation, or a life insurance permit.
• Candidates residing in Quebec must hold a permit for collective investment funds and pension plans issued by the Autorité des marchés financiers (AMF) or be in the process of obtaining it.
• Advanced knowledge of the English language is required, as the person in the role will be called upon to present the organization's products, services, and tools, conduct training, participate in client meetings, and communicate information about pension plans to pension plan promoters, advisors, consultants, and clients who can only speak English, on a regular basis.

Why you will love working with us

• A work environment where learning and development merge with a collective quest for excellence;
• Artificial intelligence is in everyone's hands, allowing you to increase your personal efficiency and fostering the growth of the organization;
• A healthy, safe, fair, and inclusive environment where potential can be expressed and developed freely;
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces.

Competitive social benefits

• Flexible group insurance;
• Competitive retirement plan;
• Share purchase plan;
• Vacation, wellness, and personal development days;
• Telemedicine services;
• Employee and family assistance program;
• Ergonomic furniture program;
• Performance bonuses;
• Discounts on iA products;
• And much more!
• Apply now and take the lead in your career, where your talent truly counts!
• Hesitant to apply?

At iA, we believe in potential and value the diversity of experiences. If this role inspires you, dare to apply. Your place might be with us, and we want to get to know you!

*The typical salary range for this position is between* 70,000 $ and 80,000 $; the base salary may vary based on knowledge, skills, years of experience, and internal equity.