Director Client Onboarding - Capital Markets Operations

National Bank of Canada; Montreal; Hybrid; CAD 120,000 - 160,000; Full time

Benefits offered by this job

Health and wellness program

Group insurance

Generous pension plan

Employee and Family Assistance Program

Preferential banking services

Community initiatives involvement

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Director, Client Onboarding in Capital Markets Operations to lead a team delivering onboarding and due diligence for institutional clients. You will drive governance, controls, and continuous improvement across onboarding and reviews, partnering with stakeholders to ensure operational excellence and regulatory adherence.

You will mentor leaders, manage performance in a fast-paced, high-volume environment, and push transformation through automation and

Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or related field.
• Minimum 3 to 5 years of people management experience in a complex environment.
• Deep knowledge of regulatory requirements for financial institutions and client onboarding.
• Strong knowledge of Capital Markets operations, processes and ecosystem.
• Experience leading operational improvement, transformation, automation, or process optimization initiatives.

Responsibilities

• Lead a team of approx. 15 professionals handling due diligence reviews, account openings, and periodic client reviews for institutional Capital Markets clients.
• Develop team members through coaching, mentorship, and performance support.
• Ensure quality, accuracy, and timely execution by collaborating with stakeholders across the client lifecycle.
• Drive operational transformation by simplifying, automating, and improving processes, controls, and governance.
• Establish and monitor KPIs, controls, and reporting for a high-volume environment.
• Represent the sector in strategic initiatives and cross-functional projects with internal partners.

Skills

People management

Stakeholder management

Regulatory compliance

Capital Markets operations

Process improvement

Automation

Leadership

Strategic planning

Education

Bachelor's degree in Finance/Business/Economics or related field

Job description

A career as a Director, Client Onboarding in the Capital Markets Operations team at National Bank means acting as a strategic leader responsible for client onboarding operations and regulatory due diligence activities. In this role, you will have a positive impact on our organization through your expertise in capital markets operations, regulatory compliance, team leadership, and operational transformation.

You will lead a team dedicated to onboarding institutional Capital Markets clients and conducting periodic reviews while ensuring operational excellence, strong governance, and compliance with regulatory and internal requirements. Your leadership will help strengthen controls, improve efficiency, and support the evolution of operational practices across the business.

Your Role

• Lead a team of approximately 15 professionals responsible for due diligence reviews, account opening activities, and periodic client reviews for institutional Capital Markets clients.
• Develop team members through coaching, mentorship, and performance support while identifying opportunities for growth and skill development.
• Ensure the quality, accuracy, and timely execution of operational activities by collaborating closely with stakeholders throughout the client lifecycle.
• Drive operational transformation initiatives by simplifying, automating, and continuously improving processes, controls, and governance practices.
• Establish and monitor key performance indicators, operational controls, and reporting mechanisms to support a dynamic and high-volume environment.
• Represent your sector in strategic initiatives and cross-functional projects while building strong relationships with internal partners and influencing organizational outcomes.

Your Team

Within the Capital Markets Client Onboarding department, you are part of a large team of dedicated colleagues and report to the Senior Director. Our team stands out through its collaborative mindset, operational rigor, commitment to excellence, and focus on continuous improvement.

We aim to offer you maximum flexibility to promote your quality of life. This includes 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.

Languages

Languages: French, English

Reason to require this language: you will need to work closely with our colleagues outside Quebec.

Required skills: Client-focused, Critical Thinking, Decision Making, Diversity & Inclusion, Emotional Intelligence, Learning Agility, Managerial Courage, Mobilization, Partner Development, Problem Solving, Resiliency, Risk Management, Strategy Execution, Stress Management

Requirements

• Hold a bachelor's degree in Finance, Business Administration, Economics, or a related field and have a minimum of 3 to 5 years of people management experience.
• Demonstrate strong experience leading teams and managing relationships with multiple stakeholders in a complex environment.
• Possess in-depth knowledge of regulatory requirements applicable to financial institutions and client onboarding activities.
• Demonstrate strong knowledge of Capital Markets operations, processes, products, and ecosystem.
• Have experience leading operational improvement, transformation, automation, or process optimization initiatives.
• Demonstrate the ability to influence stakeholders and successfully deliver strategic initiatives in a fast-paced environment.

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!

Join us!