Advisor, AAF Group and CDC

National Bank of Canada; Montreal (administrative region); Hybrid; CAD 70,000 - 100,000; Full time

Job summary

National Bank of Canada seeks an Advisor in the AAF Group and CDC team to specialize in governance, process coordination, and Capital Markets account management. You will support data integrity, regulatory compliance, and continuous improvement across corporate systems.

You will collaborate with partners and tech teams to implement requests within timelines while maintaining strong control evidence and documentation. The role offers a hybrid work environment and opportunities for growth.

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 and process-management tools.
• Knowledge of financial services, Capital Markets, and regulatory requirements.
• Experience coordinating operational activities across multiple stakeholders.

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 across corporate systems.
• Collaborate with business partners, technology teams, and operational groups to implement requests efficiently within timelines.
• Serve as the primary point of contact for assigned initiatives with ongoing communication to stakeholders.
• Maintain required documentation, approvals, and control evidence per governance standards.
• Contribute to operational impact assessments, process improvement initiatives, and ongoing support for partners and end users.

Skills

Process mapping

Documentation

Process optimization

Microsoft Office Suite

Stakeholder coordination

Bilingual: French & English

Financial services knowledge

Capital Markets knowledge

Regulatory compliance

Teamwork

Empathy

Initiative

Learning agility

Resiliency

Artificial Intelligence

Cybersecurity awareness

Education

Bachelor's degree in Finance, Business Administration, Law

Tools

Process management tools

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!