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Specialized Customer Service Advisor, Individual Pension Plan

Apply now Job ID 27261242752 Date posted 05/09/2022

Primary Locations: Montreal, Quebec

Employee Status: Regular

Schedule: Full-time

Specialized Customer Service Advisor, Individual Pension Plan,

  • You are able to service our individual pension plan clientele?
  • You have experience in group retirement plans?
  • You are recognized by your excellent customer service and ability to communicate with clients?
  • You are interested in supporting promoters in putting in place their group plan through training and coaching?
  • 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 Specialized Customer Service Advisor, Individual Pension Plan, it’s guiding corporate clients and their employees. You will be in charge of servicing IPP clients and you will coordinate the group plan setup at the client’s facility or at distance.  You will contribute to the revenue growth of the sector by insuring customer satisfaction and efficiency through the implementation process.  You will join a unified team that is mobilized under the leadership of a senior customer service advisor.

The tasks at hands :

  • In collaboration with our actuarial partner Lifeworks, you will manage our IPP client needs
  • Establish communication with new clients and the different BNT team members involved in the group retirement plan business
  • Generate solutions to manage promoter’s concerns
  • Help in resolving complex situations with clients
  • Prepare and support implementation strategies
  • Support the sales force and other partners

More specifically, you will have to do:

  • Insure group retirement plan implementation through TEAMS and on the road
  • Train group plan administrators
  • Organize and lead employee group training sessions
  • Supervise the administrative tasks linked to implementation
  • Manage and problem solve with partners in order to maintain customer satisfaction
  • Ensure that compliance and internal policies are in place


  • Completed Bachelor’s degree, linked to the business field, with 3 pertinent years of experience or Master’s degree, linked to the business field, with 1 pertinent year of experience
  • Bilingual (oral/written) French and English
  • AMF appropriate license (completed or on the way) is preferred
  • 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?


JobField: Advisory Services, Commercial Banking

Unposting Date: 2022-05-23

Job Number: ADV001YA

Posting Date: 2022-05-09

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