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Participant Relationship Manager Jobs in Quebec (NOW HIRING)

AGORA DATA INC

... participation in the Agora platform and financial solutions, ensuring all parties are educated and ... Log all dealer communications and outcomes in Zoho CRM. What You Need * Bachelor's degree (or ...

Unitytech

Senior Business Operations Manager

Montreal, QC · On-site

CA$118K - CA$168K/yr

Drive the technical solutioning for CRM and customer success tooling, from prioritizing features ... Beyond base salary, this role may be eligible for equity awards and participation in our company ...

Poka EN

Customer Marketing Manager

Montreal, QC · On-site

If you've built an advocacy program from real relationships, not reference requests fired off when ... Own the Customer Advisory Board end to end: agenda design, participant selection, pre- and post ...

L3HHCM20

Program Manager

Mirabel, QC

CA$113K - CA$163K/yr

... the participation in the negotiation of Contract and Contract changes, coordination of the ... relationship management, and budget management. * Identifies any shortfalls in resources or skill ...

KPMG

Manager - ServiceNow

Montreal, QC · On-site

Active participation and sometimes lead workshops to assess current state processes and tools ... relationship management skills and a passion for client satisfaction and delivery excellence

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Participant Relationship Manager information

What is a participant relationship manager?

A Participant Relationship Manager is a professional who acts as the primary point of contact for participants in retirement plans, employee benefits programs, or other group-based financial products. Their main role is to manage and enhance participant experiences by providing guidance, answering questions, and ensuring smooth communication between participants and the organization. They help educate participants about plan features, assist with enrollment or account changes, and resolve any issues that may arise. Effective Participant Relationship Managers are knowledgeable about plan details, compliance requirements, and customer service best practices.

How does a participant relationship manager typically collaborate with other departments to ensure a positive participant experience?

As a Participant Relationship Manager, you'll work closely with various internal teams such as operations, client services, and compliance to address participant inquiries and resolve issues efficiently. Regular communication with these departments ensures you have up-to-date information and resources to support participants effectively. This collaborative approach also helps identify and implement process improvements, enhancing overall service quality. Building strong cross-functional relationships is key to delivering a seamless participant experience and achieving organizational goals.

What are the key skills and qualifications needed to thrive as a participant relationship manager, and why are they important?

To excel as a Participant Relationship Manager, you need expertise in customer service, strong organizational skills, and a background in business or finance, often supported by a bachelor's degree. Familiarity with CRM systems, retirement plan platforms, and proficiency in Microsoft Office Suite are commonly required. Exceptional interpersonal skills, problem-solving abilities, and effective communication set top performers apart in this role. These competencies are crucial for building lasting client relationships, resolving participant issues efficiently, and ensuring a positive client experience.

Is being a Participant Relationship Manager a stressful job?

Participant Relationship Managers often handle communication and support for program participants, which can involve managing multiple priorities and addressing concerns promptly. The role may be stressful during peak periods or when dealing with difficult situations, but it generally depends on the workload, organizational support, and individual skills in communication and problem-solving.

What job categories do people searching Participant Relationship Manager jobs in Quebec look for?

The top searched job categories for Participant Relationship Manager jobs in Quebec are:

What cities in Quebec are hiring for Participant Relationship Manager jobs?

Cities in Quebec with the most Participant Relationship Manager job openings:

Participant Relationship Manager jobs near you
Infographic showing various Participant Relationship Manager job openings in Quebec as of August 2026, with employment types broken down into 1% As Needed, 87% Full Time, 11% Part Time, and 1% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution.

Client Service Relationship Manager

HollisWealth

Quebec, QC • On-site, Remote

Full-time

Retirement, PTO

Posted 6 days ago

Key responsibilities

  • Serve as the dedicated point of contact for a portfolio of valued clients across Canada, developing, managing, and strengthening long-term relationships

  • Represent iA Financial Group at client retirement committee meetings, annual meetings, and employee meetings

  • Provide new and existing clients with comprehensive training on the products, services, and tools available to them

Job description

Job Description

Build the future with us

Are you passionate about building trusted client relationships and helping organizations create meaningful retirement experiences for their employees? As a Client Relationship Manager, Group Savings & Retirement, you will play a key role in enhancing the plan sponsor experience, strengthening client retention, and supporting engagement in workplace retirement programs.

This position is a great opportunity to showcase your relationship management, communication, and retirement industry expertise while supporting advisors across Canada. Your bilingualism will be essential in building strong relationships and delivering outstanding service to advisors in both English and French. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

This role would be open to candidates based anywhere in Canada and would be a remote position.

What you'll accomplish with us

As a Client Relationship Manager, Group Savings & Retirement, you'll be at the core of our mission.Hereare the mainresponsibilities:

  • Serve as the dedicated point of contact for a portfolio of valued clients across Canada, developing, managing, and strengthening long-term relationships;

  • Represent iA Financial Group at client retirement committee meetings, annual meetings, and employee meetings;

  • Provide new and existing clients with comprehensive training on the products, services, and tools available to them;Manage client expectations through clear, timely, and effective communication;

  • Understand client needs and identify solutions that support their objectives while respecting iA's capabilities and service standards;

  • Collaborate with the education team on communication plans and identify opportunities to increase pension plan participation and member engagement;

  • Proactively inform clients about products, services, legislative developments, and other changes that may affect their pension programs;

  • Partner with the Sales team to support business development, including preparing for and participating in finalist presentations to prospective clients;

  • Contribute to the development, implementation, and continuous improvement of service models and strategies;

  • Collaborate with other Client Relationship Managers through internal meetings and workshops to share experiences, knowledge, and best practices.

What could accelerate your success in this role

We're looking for someone who:

  • Has detailed knowledge of pension plans, along with strong technical expertise;

  • Is known for excellent communication, presentation, persuasion, and planning skills;

  • Demonstrates the ability to perform effectively under pressure;

  • Is highly organized, proactive, and comfortable working both independently and as part of a team;

  • Has experience in client relationship management and working with consultants or advisors;

  • Builds trusted relationships with key internal and external stakeholders;

  • Holds a university degree and has at least five years of experience in financial services, financial planning, or customer service;

  • Has excellent knowledge of Microsoft Office, including PowerPoint;

  • Candidates based in Quebec must hold a license for Group savings & retirement plan from l'Autorite des marches financiers or in the process of obtaining this license.

  • Advanced level of French proficiency required, as the incumbent will be responsible for presenting the organization's products, services, and tools; facilitating training sessions; participating in client meetings; and communicating information related to retirement plans to plan sponsors, advisors, consultants, and clients nationwide on a regular basis.

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Why you'll love working with us
A work environment where learning and development merge with a collective pursuit of excellence;
A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!
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Apply now and get ahead of your career, where your talent really belongs!
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Still unsure about applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply - your place might be with us, and we want to get to know you!
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The typical hiring range for this position is between $70,000 and $80,000 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.
Location(s)Quebec / 1080, Grande Allee WestOther Possible Location(s)Montreal / 1981 McGill College AvenueVancouver / 988 Broadway WestToronto / 26 Wellington Street East
Company

iA Financial Group

Posting End Date2026-09-11Company Overview

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we're a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it's by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we're invested in you.

iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privee de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rheaume et associes, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.

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