Client Relationship Manager – Group Retirement Savings

Posted 14 hours ago

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About the role

  • Client Relationship Manager supporting Desjardins Insurance’s SME group retirement clients. Advising partners and clients while developing personalized solutions and improving service quality.

Responsibilities

  • Develop and maintain business relationships with Desjardins Insurance clients in the SME segment
  • Analyze client needs and develop and implement personalized solutions
  • Advise and assist current and potential members and clients, as well as various collaborators
  • Advise and support partners, collaborators and clients on the best solutions and strategies and determine target outcomes
  • Ensure client satisfaction and a high level of service quality
  • Follow up and implement improvements as needed
  • Stay on top of the latest trends, opportunities and best practices in the field

Requirements

  • Bachelor's degree in a related field
  • A minimum of four years of relevant experience
  • Other combinations of qualifications and relevant experience may be considered
  • A representative’s certificate for group annuity plans issued by the Autorité des marchés financiers (AMF) in Quebec, or be in the process of obtaining one
  • Advanced proficiency of French, both oral and written
  • Advanced proficiency of English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
  • Knowledge of group retirement plans
  • Ability to advise and support partners, collaborators and clients on solutions and strategies
  • Ability to analyze client needs and develop personalized solutions

Benefits

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment
  • Recruitment process accommodations at any stage, upon request

Job type

Full Time

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

HybridMontrealCanada

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