Advisor, AAF Group and CDC

National Bank of Canada; Montreal; Hybrid; CAD 70,000 - 90,000; Full time

Benefits offered by this job

Health and wellness program

Flexible 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

Job summary

The National Bank of Canada is seeking an Advisor within the AAF Group and CDC team to be a governance and operations specialist for Capital Markets account management and data integrity.

You will coordinate requests to open, modify, or close profit centers, portfolios, and accounts; administer Activity Approval Forms; and collaborate with business partners, technology teams, and stakeholders to deliver timely, compliant results.

Qualifications

• Bachelor's degree in Finance, Business Administration, Law, or related field.
• Experience with process mapping, documentation, and process optimization in a complex environment.
• Proficiency with Microsoft Office Suite and process management or mapping tools.
• Knowledge of financial services, Capital Markets, and related regulatory requirements.
• Experience coordinating operational activities involving multiple stakeholders and business groups.

Responsibilities

• Coordinate requests related to opening, modification, and closure of profit centers, portfolios, and accounts supporting Capital Markets activities.
• Administer Activity Approval Forms and ensure data accuracy and integrity across corporate systems.
• Collaborate with business partners, technology teams, and operational groups to implement requests efficiently and within timelines.
• Serve as the primary point of contact for assigned initiatives with ongoing communication and follow-up with internal stakeholders.
• Maintain documentation, approvals, and control evidence in accordance with governance standards, policies, and procedures.
• Contribute to operational impact assessments, process improvement initiatives, and ongoing support for business partners and end users.

Skills

Artificial Intelligence

Cybersecurity

Diversity & Inclusion

Empathy

Initiative

Learning Agility

Resiliency

Teamwork

Education

Bachelor's degree in Finance, Business Administration, Law, or related field

Tools

Microsoft Office Suite

Process mapping tools

Job description

A career as an Advisor within the AAF Group and CDC team at National Bankmeans acting as a specialist in operational governance, process coordination, and Capital Markets account management. In this role, you can have a positive impact on the organization through your expertise in operational processes, data governance, regulatory compliance, and continuous improvement.

Your role

• • Coordinate requests related to the opening, modification, and closure of profit centers, portfolios, and accounts supporting Capital Markets activities.
• • Administer Activity Approval Forms and ensure the accuracy, consistency, and integrity of data maintained across corporate systems.
• • Collaborate with business partners, technology teams, and operational groups to implement requests efficiently and within established timelines.
• • Serve as the primary point of contact for assigned initiatives while providing ongoing communication and follow-up with internal stakeholders.
• • Maintain required documentation, approvals, and control evidence in accordance with governance standards, policies, and procedures.
• • Contribute to operational impact assessments, process improvement initiatives, and ongoing support for business partners and end users.

Your team

The Capital Markets Operations Vice-Presidency is made up of specialists who work in an agile, proactive, and collaborative manner to seize opportunities, stay at the leading edge of the industry, and continuously improve processes.

Within the AAF and CDC team, you are part of a specialized group supporting governance activities and account management processes across Capital Markets. You work closely with business partners, technology teams, and operational stakeholders to ensure the effective implementation of requests and the integrity of organizational data. Our team stands out for its expertise, collaboration, and commitment to delivering high-quality service. We aim to provide you with maximum flexibility to support your quality of life through a hybrid work environment and a flexible, adaptable schedule.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.

Requirements

• • Hold a bachelor's degree in Finance, Business Administration, Law, or a related field.
• • Have experience with process mapping, documentation, and process optimization within a complex business environment.
• • Demonstrate proficiency with Microsoft Office Suite and process management or process mapping tools.
• • Possess knowledge of financial services, Capital Markets, and related regulatory requirements.
• • Have experience coordinating operational activities involving multiple stakeholders and business groups.

Languages: French, English

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Required skills: Artificial Intelligence, Cybersecurity, Diversity & Inclusion, Empathy, Initiative, Learning Agility, Resiliency, Teamwork

Your benefits

• 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
• Involvement 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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are 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!