Permanent
Type of Contract
Permanent
Schedule: Full-Time
Full Time / Part Time?
Full-Time
Posting date
Advisory services, Commercial banking, Wealth management
A career as a Client Relationship Manager within the Group Retirement Plan team at National Bank Trust means managing a portfolio of clients and optimizing their group retirement plans to maximize performance. You position yourself as a trusted partner to enhance the value and efficiency of these plans while delivering a smooth and engaging experience for employees.
This role allows you to play a key part in our organization thanks to your leadership in portfolio management, your ability to develop strategic client relationships, and your expertise in group retirement plans. The position involves regular travel within the Greater Montreal area to meet clients and lead information and training sessions.
Manage a portfolio of clients and support plan sponsors in analyzing and optimizing existing plans to increase participant enrollment and contributions.
Propose and implement creative strategies to maximize plan value and meet clients’ evolving needs.
Oversee administrative activities related to plan management and ensure compliance with regulatory requirements.
Within the Group Retirement Plan sector, you will be part of a dynamic team of 10 colleagues and report to the Group Retirement Plan Director. We aim to offer you maximum flexibility to support your quality of life. This includes a hybrid work setting and a flexible, adaptable schedule. The Bank values continuous development and internal mobility. Our personalized training programs, based on learning by doing,



allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.
Hold a bachelor’s or master’s degree related to the field and have at least 6 years of relevant experience.
Possess the group annuity license (an asset) or commit to obtaining it within 6 months of hire.
Master sales strategies and have solid experience in customer service.
In-depth knowledge of the group retirement plan industry.
Ability to manage priorities and deliver professional presentations.
Languages:
English, French
Reason to require this language: you will need to serve clients who speak a language other than French regularly.
Business Expansion Compliance Management Corporate Communications Corporate Training Customer Service Interpersonal Communication Teamwork Initiative
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:
* Flexible group insurance
* Generous pension plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal

📌 Client Relationship Manager Group retirement plan (Hybrid) (British Columbia)
🏢 National Bank of Canada
📍 British Columbia