Intermediate Scrum Master

TEEMA; Victoria; On-site; CAD 90,000 - 150,000; Full time

Benefits offered by this job

Health & wellness

Employee share plan

Family assistance program

Preferential banking

Community involvement

Virtual sleep clinic

Job summary

National Bank Trust is seeking a Client Relationship Manager to lead a portfolio within the Group Retirement Plan team. You will optimize plans, drive participant enrollment, and deliver a personalized experience to employees and sponsors.

You will develop strategic client relationships, manage priorities effectively, and support administrators with training and engagement initiatives to maximize value and regulatory compliance.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Business

Expansion

Compliance

Corporate Communications

Corporate Training

Customer Service

Interpersonal Communication

Teamwork

Initiative

Education

Bachelor's or Master’s degree in related field

Job description

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

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

Skills

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:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• 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?