Found Description
Join iA Financial Group as a Client Relationship Manager to support plan sponsors in Toronto. Your role focuses on client engagement and providing strategic training on retirement programs.
This role requires a minimum of 5 years of experience in financial planning and client services. You will utilize your strong influencing and organizational skills to maintain relationships with stakeholders. Your impact extends to enhancing business development initiatives and improving service models by integrating best practices.
Key Responsibilities:
• Cultivate relationships with plan sponsors and advisors
• Train clients on tools and services
• Assess client needs and propose relevant solutions
• Work closely with internal teams to support development
• Contribute to continuous service model improvements
Requirements:
• 5+ years in financial services or relationship management
• Knowledge of group retirement plans...
This role requires a minimum of 5 years of experience in financial planning and client services. You will utilize your strong influencing and organizational skills to maintain relationships with stakeholders. Your impact extends to enhancing business development initiatives and improving service models by integrating best practices.
Key Responsibilities:
• Cultivate relationships with plan sponsors and advisors
• Train clients on tools and services
• Assess client needs and propose relevant solutions
• Work closely with internal teams to support development
• Contribute to continuous service model improvements
Requirements:
• 5+ years in financial services or relationship management
• Knowledge of group retirement plans...
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