Posted 3 days ago
Client Relationship Manager, Group Retirement Savings
@ Desjardins Financial Security
Montréal, QC · Lévis, QC · Calgary, AB · Toronto, ON
Overview
Desjardins Financial Security is hiring a Client Relationship Manager for Group Retirement Savings at its national Client Relations Centre. The role builds and maintains relationships with SME clients, analyzes their complex needs, and advises on group retirement plan solutions. The posting states a hybrid arrangement, a competitive salary with annual bonus, and a bilingual French and English requirement.
Responsibilities:
- Conseiller partenaires, collaborateurs et clients sur les meilleures solutions de retraite collective
- Assurer la satisfaction client et la qualité du service
- Assurer le suivi et mettre en place les améliorations
- Suivre les tendances et meilleures pratiques du domaine
Requirements summary:
- Baccalauréat dans un domaine connexe
- Minimum de quatre ans d'expérience pertinente
- Certificat de représentant pour régimes de rentes collectives de l'AMF, ou en cours d'obtention
- Français et anglais avancés, à l'oral et à l'écrit
Source and dates
Employer career site / ATS feed · workday
- Employer posting date
- 2026-11-03
- First seen by our source
- 2026-11-04
- Source record updated
- 2026-11-04
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Customer service |
| Experience | 4+ years |
| Hours per week | 40 (estimated) |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English, French |
| Licences & certifications | AMF representative certificate for group annuity plans |
| Education | Bachelor’s degree (required) |
| Perks mentioned | Generous paid time off, Flexible hours, Retirement plan, Wellness |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Desjardins Financial Security
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
- LinkedIn followers
- 379,882
- People associated on LinkedIn
- 43,673
- Reported office locations
- 100, rue des Commandeurs, Lévis, Québec G6V 7N5, CA
- 11 King St W, Toronto, ON M5H 4C7, CA
- 110 9 Ave SW, Calgary, AB T2P 0T1, CA
- 1 Complexe Desjardins, Montreal, QC H2X, CA
- Business categories
- Banking
- InsurTech
- Insurance
- Financial Services
- Other recorded names
- Desjardins
- Specialties
- Services financiers
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses…
| Field | Value |
|---|---|
| Industry | Banking |
| Company size | 10,001+ employees |
| Headquarters | Lévis, Québec |
| Organization type | Privately Held |
| Specialties | Services financiers |
| Open jobs on Jobsy | 43 |
| View page |
As a Client Relationship Manager for Group Retirement Savings at the national Client Relations Centre, you help develop 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 a high level of service quality, follow up and implement 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, #ON09
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 issued by the Autorité des marchés financiers (AMF) in Quebec, or be in the process of obtaining one
- Advanced proficiency of French, both oral and written
- Advanced proficiency of 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
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!
Trade Union (If applicable)
Job Family
Life and health insurance (FG)Unposting Date
2026-11-8Journal
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