City : Montreal

Category : Regular Full-time

Industry : Finance

Employer : National Bank

• You have experience in group retirement plans?
• You are recognized for your sales competencies and by your excellent customer service?
• You are interested in growing this business sector by putting in place group plans that will help our client’s employees to build a sound retirement?
• You like doing group and individual presentation with clients?
• You are a team player able to share best practices and support your colleagues?

Being a Manager Business Development Group Retirement Plan, it’s guiding corporate clients and their employees. You will evaluate and consult National Bank of Canada clients to ensure that their group plan meets their objectives.  You will contribute to the revenue growth of the sector by ensuring customer satisfaction and efficiency through the sales and implementation process.  You will join a unified team that is mobilized under the leadership of Manager Sales and Business Development National Bank Trust.

Your main challenges:

• Establish relationship with clients and the different National Bank of Canada stakeholders
• Identify and prioritize files so clients and NBT’s objectives are met
• Stay in touch with any new industry development pertaining to capitalization programs
• Help in resolving complex situations with clients
• Being able to manage priorities of a large geographical territory
• Help solve complex situations with clients

More specifically, you will have to do:

• Sell and support implementation of group plans while maintaining privileged relationship with clients
• Support Customer Service Directors in the planning and deployment of new groups
• Develop strong relationship with NBC commercial bankers and NBF investment advisors to ensure continuous business development
• Supervise administrative tasks linked to implementation and ongoing group plan management
• Resolve issues with our partners and follow up on them to ensure customer satisfaction

Competencies Required

• Completed Bachelor’s degree, linked to the business field, with 5 pertinent years of experience or Master’s degree, linked to the business field, with 3 pertinent years of experience
• Bilingual (oral/written) French and English
• AMF appropriate license (completed or on the way) is preferred
• Sales and customer service experience
• Group retirement plan industry knowledge
• Thorough follow up skills with client
• Capacity for analysis and synthesis
• Good time and priority management skills
• Ability in group presentation
   

Your benefits:

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

• Health and wellness program, including many benefits
• Flexible group insurance
• Defined benefit pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferred banking services
• Volunteer program
• Telemedicine
• Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic. 

We're putting people first

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 peoples' lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?

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