Officer, Registered Plans; Metro

Overview

A career as an Officer, Registered Plans within Trust Services at National Bank offers the opportunity to support the accurate and compliant administration of registered products such as RRSPs, RRIFs, TFSAs, and pension plans.

• Process financial transactions for registered and pension plans, including benefit payments and taxable distributions.
• Manage high-risk transactions and ensure accuracy in activities with tax implications.
• Maintain client documentation and pensioner records while ensuring strong compliance standards.
• Collaborate with branch teams to support service delivery and address client needs.
• Contribute to process improvements by identifying and sharing operational best practices.
• Collaborate with the Registered Plans team within Trust Services and the branch network, benefiting from strong leadership, mentorship, and continuous learning opportunities.

• 1-2 years of experience in financial services, banking, or administration.
• Strong understanding of RRSP, RRIF and TFSA rules.
• Knowledge of pension benefits, benefit payment changes and taxable payments.
• Tech‑savvy and comfortable adapting to new systems and tools.
• A collaborative, detail‑oriented approach with a passion for learning and problem‑solving.
• English language proficiency required to work closely with colleagues outside Quebec.

• Competitive compensation
• Health and wellness program, including many options
• Adaptable group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We welcome all candidates and provide accommodations upon request.