Retirement Plan Advisor

A career as an advisor in the Pension Plans, Wellness, and Benefits team at National Bank means acting as an NBC pension plans specialist for participants, retirees, and numerous internal and external partners. Your great rigor, organisational and communication skills, experience in managing complex cases and continuous improvement, as well as your knowledge of retirement savings and financial literacy will have a positive impact on employee experience.

Your role

• Contribute to various administrative activities related to pension plans: monitoring enrollments, validating and approving terminations/retirements and benefit payments, monitoring and managing absence records, validating and analyzing interface rejections for each pay cycle, analyzing system anomalies, correcting data in the administration system, producing annual and tax statements, etc.
• Represent the first level of handling and resolving special cases in collaboration with employees and managers
• Coordinate and support the operationalization of administration with various internal stakeholders (mainly the Payroll team, the Employee Experience Ecosystem team, the Employee Experience IT team, the Employee Experience Advisory Center, the external service provider Telus Health call center)
• Promote continuous improvement and process efficiency
• Assist the internal audit team with the annual audit of pension plan administration
• Handle death cases with the estate and internal stakeholders for various aspects of benefits (pension plan, group insurance, stock purchase plan)
• Coordinate administrative activities and processes with the external service provider Telus Health

Your team

Within the Total Compensation sector under the Wellness and Benefits team, you are part of a team of six colleagues and report to the Senior Director, Pension Plans. Our team is responsible for the administration and governance of National Bank's pension plans, with over 20,000 active participants, 12,000 retirees and former participants, and over $5 billion in assets. Our team stands out for its expertise, rigor, collaboration, and desire to improve employees' financial well-being.

We prioritize a variety of continuous learning methods to enrich your development, including learning through action and working in collaboration with colleagues of diverse expertise and profiles.

Prerequisites

• Diploma of Collegial Studies (DEC) of 3 years and 6 to 7 years of experience OR a bachelor's degree and 3 to 4 years of experience
• Experience in the administration and operationalization of pay and benefits systems
• Good knowledge of the Office suite, including Excel (database) and Word
• Great rigour, curiosity and attention to detail
• Organizational skills, knowing how to carry out projects
• Analytical and problem-solving skills
• Ease of communication and awareness
• Strong teamwork, interpersonal and collaborative skills   

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!