Description
A career as an Officer, Registered Plans within Trust Services at National Bank is an opportunity to support the accurate and compliant administration of registered products such as RRSPs, RRIFs, TFSAs, and pension plans. This role gives you exposure to high-impact financial operations while building foundational knowledge in the financial industry - perfect for someone who is detail-oriented, curious, and eager to learn.
Your job
- 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.
Your team
You’ll be part of the Registered Plans team within Trust Services, collaborating with peers and partners across the organization to deliver administrative excellence in registered plan management. You’ll work closely with the branch network, and benefit from strong leadership, mentorship, and continuous learning opportunities that will help you grow your career in financial services.
Basic requirements
- 1-2 years of experience in financial services, banking, or administration.
- Strong understanding of RRSP, RRIF and TFSA rules
- Knowledge of pensions, 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.
Your benefits In addition to competitive compensation, 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 * Group insurance * Generous pension plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is 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?
Join us!
