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iA Private Wealth

Client Relationship Manager

Montrealonsitemanager

Posted yesterday · via Workday

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About this role

Job Description Client Relationship Manager – Group Savings and Retirement Build the Future with Us Are you passionate about the group savings and retirement industry and looking to contribute to clients’ financial security? As a Client Relationship Manager, you will play a key role in developing and managing relationships with plan sponsors, delivering a distinctive client experience, and actively contributing to their satisfaction and retention. This role offers an excellent opportunity to showcase your relationship skills and expertise in an environment where collaboration, professional development, and service excellence are top priorities. What You Will Accomplish with Us As a Client Relationship Manager, you will be at the heart of our mission.…

Read the full description on iA Private Wealth's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

This role is manager-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Montreal. We weight your proximity and willingness to relocate.

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Skills in this role

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teams

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