Client Relationship Manager, Group Retirement Savings

As a Client Relationship Manager for Group Retirement Savings at the national Client Relations Centre, you help serve and maintain business relationships with Desjardins Insurance clients in the SME segment. You work with clients who have diverse and often complex needs for accounts with significant development potential for your sector. You analyze client needs, and develop and implement personalized solutions. Your complex work and initiatives require extensive knowledge of group retirement plans. You advise and assist current and potential members and clients as well as various collaborators. More specifically, you will be required to :

• Advise and support partners, collaborators and clients on the best solutions and strategies and determine target outcomes.
• Ensure client satisfaction and high service quality, follow up and make improvements as needed.
• Stay on top of the latest trends, opportunities and best practices in your field.

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

*Benefits apply based on eligibility criteria.

#LI-Hybrid

What you bring to the table

• Bachelor's degree in a related field
• A minimum of four years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• A representative’s certificate for group annuity plans from the Autorité des marchés financiers in Quebec or a life insurance licence from a competent authority in other provinces
• Strong communication skills in both French and 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
• Advanced knowledge of group retirement plans

Equity, Diversity, Inclusion and Accessibility

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.

If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

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