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Customer Service Director Group Retirement Plans

Job Number
Intermediate Professional
Status: Permanent
Type of Contract
Schedule: Full-Time 
Full Time / Part Time?
Posting date
Location: Montreal, Quebec
Area of Interest: Advisory services, Commercial banking

A career as a Director of Customer Service in the group retirement plans team at National Bank Trust means acting as a guide and expert for corporate clients and their employees. Through your excellence in customer service, your experience in group retirement plans and your knowledge of asset management, you have a positive impact on the financial lives of our clients and the team's performance.

Your role

  • Establishing strong relationships with clients, participants, and various stakeholders involved in the sector's activities.
  • Achieving revenue growth and client retention goals.
  • Conducting governance meetings, group presentations, and individual meetings.
  • Ensuring the delivery of an outstanding customer experience.
  • Assisting the client in promoting their retirement plan.

Your team

Within the group retirement plans sector, you are part of a team of 5 colleagues and report to the Director of internal sales. You work for the Monteregie region. Our team stands out for its expertise in group retirement plans, quality of delivery, excellent customer experience , enjoyable teamwork atmosphere, and collaboration.

We prioritize a variety of continuous learning methods to enrich your development, including experiential learning, training content provided to you, and collaboration with colleagues of diverse expertise and profiles.


  • Bachelor's degree relevant to the sector and 3 years of relevant experience, or completed Master's degree relevant to the sector and one year of relevant experience.
  • Group retirement license issued by the Financial Markets Authority or in the process of obtaining one is an asset.
  • Experience in sales and customer service.
  • Knowledge of the collective retirement plans industry.
  • Rigor in client follow-ups.


    • Language: English

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


    Communication Diversity & Inclusion Empathy Initiative Learning Agility Resiliency Teamwork

    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.

    • 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
    • Opportunities to get involved in community initiatives
    • Telemedicine service
    • Virtual sleep clinic
    These are a few of the benefits available to you. 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

    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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

    Come live your ambitions with us!

    Why work at National Bank?

    For an environment that supports your career path

    There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

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    For an inclusive and diverse environment

    We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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    Discover our culture

    Duration: 1 min 25 sec
    Inclusive Environment
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