As a Practice Lead, Client Relations, Group Retirement Savings, your role is to support the manager of the National Client Relations Centre (CRC) team by contributing to team management and key identified initiatives, ensuring that clients and intermediaries receive best-in-class service. You will coordinate and guide a group of experienced professionals and may participate in management activities. Drawing on your strong practical knowledge of the group retirement savings sector, you will leverage your experience to support various internal projects and identified initiatives aimed at improving efficiency and strengthening the CRC service offering. More specifically, you will be required to:
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Participate in planning and managing your unit’s priorities, as well as allocating resources across various mandates
- Assign identified requests to team members and ensure they are completed
- Ensure compliance with and effective use of practices, procedures, methodologies, and tools to achieve your unit’s objectives
- Act as a subject-matter expert within your practice and contribute to its development
- Produce and organize complex, strategic work and deliverables within your practice
- Provide expert support services and mentorship in various analyses, process development, tailored approaches, and handling of special cases
Contribute to the development of the professionals within your unit
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What we offer*
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Competitive salary and annual bonus
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4 weeks of flexible vacation starting in the first year
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Defined benefit pension plan that provides predictable, stable income throughout retirement
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Group insurance including telemedicine
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Reimbursement of health and wellness expenses and telework equipment
- Benefits apply based on eligibility criteria.
#LI-Hybrid
What you bring to the table
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Bachelor's degree in a related field
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A minimum of eight years of relevant experience
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Please note that other combinations of qualifications and relevant experience may be considered
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Hold a Group annuity representative certificate from the Autorité des marchés financiers (in Quebec) or a Life Insurance license (in the rest of Canada)
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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 parteners, members and/or clients
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Advanced expertise in the group retirement plans sector
Action oriented, Customer Focus, Decision quality, Differences, Nimble learning, Organizational savvy, Strategic mindset
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
Management support and expertise support (FG)
Unposting Date
2026-06-10
