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Client Relationship Manager Group retirement plan (Hybrid)

NATIONAL BANK OF CANADAMontreal, British Columbia
Full-time +2

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... Show more

 • Promoted

Pest Technician - We'll Train (Base Salary, Commission & Bonus Included)

Abell Pest ControlVictoria, BC V8P 1A1, CAN
CA$40,000.00 yearly
Full-time

Reporting to the Branch Manager, The Pest Technician will be responsible for conducting thorough inspections to a variety of business including residential homes.They identify pest problems, choose... Show more

Infrastructure Engineer

EmplyfyLangford, OXF, GB
CA$30,000.00–CA$40,000.00 yearly
Full-time

Join an established technology organisation providing managed IT services to some of the market's most recognised companies.Our client is looking for an experienced Infrastructure Engineer to suppo... Show more

 • New!

Application Engineer I

Trane TechnologiesVictoria, British Columbia, Canada
Full-time

Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, it's our responsibility to put the planet ... Show more

 • Promoted

Functional Programmer/Software Engineer

WaterworthVictoria, BC, CA
Full-time +1
Quick Apply

Functional Programmer/Software Engineer - Growth Phase Cloud SaaS for Municipal Finance .Muniworth is a cloud-based SaaS startup in the growth phase, dedicated to empowering municipal utilitie... Show more

Engineering Solutions - HVAC

TalentSphereVictoria, BC, Canada
CA$90,000.00 yearly
Full-time

TalentSphere Staffing Solutions is partnered with one of the most trusted names within the HVAC space in North America.Our client is a manufacturer & distributor and carries one of the most com... Show more

CPA Firm Managers - Private enterprise or Tax?

The Mason Group Incvictoria, british columbia
Full-time

We have a few roles in beautiful Victoria BC targeting newer Canadian CPA’s with recent experience in small to medium size CPA firms.These roles offer fabulous growth & learning potential... Show more

 • Promoted

Senior Security Engineer

BCI CorporationVictoria, BC
CA$135,000.00 yearly
Full-time

March 31, 2026, British Columbia Investment Management Corporation (BCI) is the provider of investment management services for British Columbia’s public sector and one of the largest asset managers... Show more

Senior Electrical Engineer (Microgrids)

BMTVictoria, British Columbia, CA
Full-time +1
Quick Apply

Senior Electrical Engineer - Microgrids.Halifax, NS, Ottawa, ON, or Victoria, BC.BMT is dedicated to tackling the most crucial engineering challenges of our era, fostering an environment where indi... Show more

Senior Software Engineer

SirsiDynix (Canada) Inc.Victoria, CA
Full-time

Responsibilities & Duties: - Contribute to architectural discussions, make design decisions, and ensure that the overall software architecture aligns with business goals and industry best pra... Show more

Senior Tools Engineer

WorldlineVictoria, British Columbia, Canada
CA$144,000.00 yearly
Permanent

Main Location: Victoria, BC (hybrid).Cross-national work flexibility: remote, in-person, and hybrid (the option to work from our beautiful Victoria, BC office) .We are the innovators at the heart o... Show more

Sr. Power Advisor Application Engineer

Schneider ElectricVictoria, Canada
Full-time

Great people make Schneider Electric a great company.The EcoStruxure Power Advisor engineer position is a unique and exciting opportunity for individuals who are interested in using their technical... Show more

Solutions Engineer

AED-SYNERGISVictoria, British Columbia, Kanada
Full-time

At VertiGIS, we build powerful GIS software.Our portfolio of products, solutions, and services enhance the capabilities of leading mapping software, most notably Esri’s ArcGIS.For decades, professi... Show more

Water Treatment Engineer

AECOMVictoria, British Columbia, Canada
Full-time

Water Treatment Engineer .This position may be based in .Kelowna, Burnaby, or Victoria .Technical Leads and multidisciplinary teams across British Columbia.Serve as a senior technica... Show more

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Client Relationship Manager Group retirement plan (Hybrid)

Client Relationship Manager Group retirement plan (Hybrid)

NATIONAL BANK OF CANADAMontreal, British Columbia
28 days ago
Job type
  • Full-time
  • Part-time
  • Permanent
Job description

Attendance

Hybrid

Job number

34579

Category

Intermediate Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

26-Aug-2026

Area(s) of interest: Advisory services, Commercial banking, Wealth management

Location(s): Montreal

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.

Languages:

English, French

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

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Business Expansion Compliance Management Corporate Communications Corporate Training Customer Service Interpersonal Communication Teamwork Initiative

Your benefits

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:


* Health and wellness program, including many options

* Flexible group insurance

* Generous pension plan

* Employee Share Ownership Plan

* Employee and family assistance program

* Preferential banking services

* Involvement in community initiatives

* Telemedicine service

* Virtual sleep clinic


We have an offer that keeps up with trends as well as your needs and those of your family.


Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.


Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.


We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?


Join us!

Une carrière en tant que ConseillerAs a Senior Legal Advisor in the Legal