Client Relationship Manager Group retirement plan

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 motivating 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.

Your Role

• 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.
• Build and maintain strong relationships with clients and stakeholders, ensuring a seamless and personalized experience.
• Train administrators and organize educational sessions for employees to foster understanding and engagement.
• Oversee administrative activities related to plan management and ensure compliance with regulatory requirements.

Your Team

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. Our team stands out for its exemplary client care and proactive collaboration, making it a model of synergy within the organization.

We aim to offer you maximum flexibility to support your quality of life. This includes a hybrid work environment 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.

Requirements

• 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.