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 strong relationships with a defined block of clients and intermediaries in Western Canada. 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 and coordinate solutions with internal teams to ensure profitable growth and a high level of client satisfaction. Collect and analyze data, prepare results-oriented reports and presentations with relevant recommendations and solutions to help clients achieve their objectives. Establish business relationships with pension committee members, senior client contacts, intermediaries, and other group retirement savings stakeholders to anticipate client needs and ensure their full satisfaction with our services. Support the sales team by participating in short list and other presentations to showcase the GRS service offer. Ensure any identified issues are resolved in a timely and accurate manner Resolve issues with the help of the appropriate internal teams. Contribute to internal projects to 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 Benefits apply based on eligibility criteria. What you bring to the table Bachelor's degree in a related field A minimum of seven 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) Expert proficiency in 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 Intermediate knowledge of the legislative and regulatory environment Available for occasional travel at the request of clients within Canada or United States Must have a valid driver’s license and access to a vehicle Business insight, Collaborates, Communicates effectively, Customer Focus, Interpersonal Savvy, Persuades #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. 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! Job Family Life and health insurance (FG) Unposting Date 2025-05-29 Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first. The jobs you found aren’t the right fit? Introduce yourself: we want to know you!
