Advisor OTC Regulatory Project (Hybrid)

National Bank; Calgary; Hybrid; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution is seeking an experienced Advisor for OTC Regulatory Projects in Calgary. This hybrid role focuses on regulatory reporting of OTC derivatives, requiring expertise in financial markets and regulations. Successful candidates will have a strong understanding of derivatives and relevant regulations, along with proficiency in JIRA and Excel. The position offers a robust career development path in a collaborative and supportive environment.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community involvement

Telemedicine service

Virtual sleep clinic

Qualifications

• Minimum of three years of experience in financial markets or in a similar role at a financial institution.
• Strong knowledge of OTC derivatives (swaps, options, forwards, etc.).
• Knowledge of applicable regulations for derivatives reporting (AMF, CFTC, SEC, etc.).

Responsibilities

• Collaborate with key partners to understand regulatory requirements.
• Contribute to the development of sustainable solutions.
• Document requirements and business rules.
• Execute tests to validate functionality and ensure quality.
• Act as an advisory resource for the operational team.
• Maintain complete and structured documentation.

Skills

Relationship Building

Reporting & Analysis

Teamwork

Accountability

Business Acumen

Client-focused

Decision Making

Detail-oriented

Influence others

Learning Agility

Resiliency

Results oriented

Strategic Advisory

Education

Bachelor’s or master’s degree in finance, business administration, information technology, or a related field

Tools

JIRA

Murex

Microsoft Excel

Job description

Attendance Hybrid Job number 28355 Category Senior Professional Status : Permanent Type of Contract Permanent Schedule : Full-Time Full Time / Part Time? Full-Time Posting date 15-Sep-2025 Area(s) of interest : Financial markets and treasury, Operations Location(s) : Calgary, Montreal, Toronto

A career as an Advisor OTC Regulatory Project in the Capital Operations (CMO) team means acting as a specialist in regulatory reporting of over-the-counter (OTC) derivatives. This role allows you to make a positive impact on the organization thanks to your expertise in OTC products, your understanding of regulatory requirements, and your interest in analysis and implementing effective solutions.

Responsibilities

• Collaborate with key partners, including Operations, IT, and Compliance, to understand regulatory requirements and assess their impact on current solutions
• Contribute to the development of sustainable solutions to address regulatory and operational challenges
• Document requirements and business rules, and work closely with internal and external development teams to update product mappings
• Execute tests to validate functionality, identify and report anomalies, and ensure quality through regression testing
• Act as an advisory resource for the operational team by sharing regulatory and product expertise
• Maintain complete and structured documentation on specifications, procedures, and follow-ups
• Attend and monitor industry calls (DTCC, ISDA, etc.) to stay informed about best practices and regulatory developments

Your Team

As part of the CMO – Regulatory Project team, you will be working with 9 colleagues and will report to the Senior Director, Regulatory Project. You will play an important role in maintaining quality standards, consistently bringing forward ideas for efficiency, automation, and process standardization. Our team stands out for its expertise in developing automated solutions, the quality of its execution, and the accuracy of its regulatory deliverables. We collaborate closely with several key partners, in an environment where rigor and teamwork are essential. We promote a variety of continuous learning methods to support your development, including learning through action, access to training content, and collaboration with colleagues from diverse backgrounds and areas of expertise. Moreover, this evolving role is part of a clear and structured development path that can help you grow in your position and access different levels of responsibility, propelling your career forward.

Prerequisites

• Bachelor’s or master’s degree in finance, business administration, information technology, or a related field
• Minimum of three years of experience in financial markets or in a similar role at a financial institution
• Strong knowledge of OTC derivatives (swaps, options, forwards, etc.)
• Knowledge of applicable regulations for derivatives reporting (AMF, CFTC, SEC, etc.)
• Proficiency with software such as JIRA, Murex, and Microsoft Excel

Languages : English, French

Skills

Capital Markets Organization

• Relationship Building
• Reporting & Analysis
• Teamwork
• Accountability
• Business Acumen
• Client-focused
• Decision Making
• Detail-oriented
• Influence others
• Learning Agility
• Resiliency
• Results oriented
• Strategic Advisory

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
• 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 are 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!