Director, Client Relations
3 months ago
Responsibilities Include:
- Understand the business needs of customers and build strong relationships with them by providing effective and proactive service coupled with efficient reactive claims handling
- Participate in the set-up process by working closely with plan sponsors, advisors and the head office set-up team
- Provide services based on the service model of Retirement Savings Products and Services, Canada
- Participate in meetings of the pension committee and review of investment options.
- Provide assistance and information to the Financial Education team and the National Training Advisor team for continuing education needs
- Experience in the Canadian pension industry
- Bilingual (French and English)
- Knowledge of non-registered group retirement and savings plans
- Undergraduate degree (in administration, economics or finance, an asset)
- Understanding of laws and regulations governing pension plans and investments
- A CEBS or RPA title, an asset
For other opportunities please visit www.ifg-global.com
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