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Client Relationship Manager, Group Retirement Savings
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As a Client Relationship Manager within Group Retirement Savings, your primary goal is to ensure the highest level of client satisfaction, thereby developing and maintaining top-tier market references. You aim to leverage your existing skills and experience by partnering with a provider expanding in the Canadian GRS market. Your responsibilities include maintaining and developing business relationships with a defined block of clients and intermediaries in Ontario, particularly in the Greater Toronto Area (GTA). You will promote solutions and service offerings in line with the business unit's objectives and strategies. All interactions with both internal and external resources will reflect Desjardins' core behaviours: simplicity, people-focus, modern, and high performing, ensuring actions are always in the best interest of plan members, clients, and intermediaries. You will act as the voice of clients within Desjardins and foster relationships with colleagues in the Group Benefits Insurance area for joint opportunities. More specifically, you will be required to:
- Proactively manage a portfolio of clients, coordinating solutions with internal teams to provide services, develop strong client relationships, and ensure high client satisfaction. Advise clients on the best solutions and strategies, agreeing on desired outcomes.
- Develop and prepare presentations on products and services to promote plans to pension committees and at clients' annual general meetings. Support the sales team by participating in shortlist and other presentations to showcase our service offerings, including financial wellness, communication, and reporting.
- Establish business relationships with pension committees, plan sponsors, intermediaries, and other group retirement savings stakeholders to anticipate client needs and ensure full satisfaction with our services. Resolve issues with the help of internal teams, inform them of potential problems, and make recommendations to improve client satisfaction.
- Organize client visits in accordance with service standards to build strong relationships and maintain a high retention rate.
- Collect and analyze data, prepare results-oriented reports and recommendations, understand and research industry trends, and make appropriate recommendations to ensure the development of best practices for the company.
- Ensure the development, retention, and satisfaction of members, clients, and stakeholders.
- Work with clients with ongoing and diversified needs that represent significant development potential for the business unit. Analyze client needs, propose, design, and implement solutions to help clients achieve their objectives.
- Contribute to internal projects requiring in-depth knowledge of your business sector (group retirement savings) and bring the client’s perspective to the conversation.
**What we offer**
- 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
**What you bring to the table**
- Bachelor’s degree in a related field
- A minimum of three years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Experience in retirement and savings, group or institutional
- Experience with presentation and project management
- Canadian Securities Course (CSC)
- Certified Employee Benefits Specialist Designation (CEBS) or Retirement Plans Associate (RPA)
- Intermediate knowledge of the legislative and regulatory environment
- Expert proficiency of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
- Available for occasional travel at the request of clients
- Must have a valid driver’s licence and access to a vehicle
Communicates effectively, Customer Focus, Drive results, Interpersonal Savvy
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LI-Hybrid
**Trade Union (If applicable)**
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
**Job Family**
Life and health insurance (FG)
**Unposting Date**
2025-03-21
