ADVISOR

A career as a Customer Service Director 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 ...