Senior analyst - Pension plan and RCA

Banque Nationale du Canada; Montreal (administrative region); Hybrid; CAD 65,000 - 90,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank seeks a Senior Analyst to join the Financial Statements team, focusing on Pension Plans and Retirement Compensation Arrangements. You will ensure accurate data, prepare financial statements, and support tax reporting while collaborating with clients, actuaries, and National Bank Trust staff in a dynamic, flexible environment.

In this role, you’ll verify data quality, produce timely reports, and engage with stakeholders across Quebec and beyond, contributing to compliant,

Qualifications

• Bachelor’s degree in a related field and three years of relevant experience, or any other combination of education and experience deemed equivalent.
• Knowledge of pension plans and retirement compensation arrangements.
• Experience in preparing tax returns and financial statements.
• Excellent communication skills with strong time and priority management abilities.
• Strong analytical and problem-solving mindset.

Responsibilities

• Gather, compile, and verify the accuracy of data required for the preparation of financial statements.
• Perform various recurring accounting and tax-related activities in accordance with applicable standards and procedures.
• Prepare and deliver financial reports according to client-required frequencies.
• Prepare tax returns (T3-RCA, T3P, T3).
• Process notices of assessment and government correspondence throughout the year.
• Maintain excellent working relationships with internal and external partners (clients, actuaries, National Bank Trust associates).

Skills

Communication

Analytical thinking

Problem solving

Time management

Teamwork

Education

Bachelor’s degree in related field

Job description

Area(s) of interest: Finance and accounting

Location(s): Montreal

A career as a Senior Analyst within the Financial Statements team - Pension Plans and Retirement Compensation Arrangementsat National Bank means acting as a key contributor in delivering a superior client experience by supporting associates and partners with respect to reporting, systems, and processes.

Through your knowledge of financial reporting, your experience in pension plans and retirement compensation arrangements , and your desire to make a difference through rigor and collaboration, you will have a positive impact in a complex line of business by helping identify business issues and responding to the needs of various stakeholders.

The Institutional segment is responsible for the preparation of financial statements and tax returns for the various plans administered by National Bank Trust.

Your role

• Gather, compile, and verify the accuracy of data required for the preparation of financial statements.
• Perform various recurring accounting and tax-related activities in accordance with applicable standards and procedures.
• Prepare and deliver financial reports according to client-required frequencies.
• Prepare tax returns (T3-RCA, T3P, T3).
• Process notices of assessment and government correspondence throughout the year.
• Maintain excellent working relationships with internal and external partners (clients, actuaries, National Bank Trust associates).

Your team

Within the Fund Accounting sector, as part of the Financial Statements team, you will join a team of 16 colleagues. Surrounded by experts in finance, accounting, and taxation, we analyze and interpret data to make the best decisions for our clients and partners. You will report to the Senior manager, Financial Statements.

Our team stands out for its expertise in mutual fund accounting, the quality of its production of audited semi-annual and annual financial statements, its strong client and employee experience, its dynamic work environment, and its collaboration both within the team and across the sector.

Work schedules are flexible and include remote work options based on operational needs.

We value a variety of continuous learning opportunities to support your development, including learning through experience, access to training content, and collaboration with colleagues from diverse backgrounds and areas of expertise.

Prerequisite

• Bachelor’s degree in a related field and three years of relevant experience, or any other combination of education and experience deemed equivalent
• Knowledge of pension plans and retirement compensation arrangements
• Experience in preparing tax returns and financial statements
• Excellent communication skills with strong time and priority management abilities
• Strong analytical and problem-solving mindset

Languages:

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

Skills

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Communication Critical Thinking Diversity & Inclusion Financial Statements Pension Schemes Problem Solving Teamwork Empathy Initiative Learning Agility Resiliency Tax Returns Prioritization Rigor

In addition to competitive compensation, upon hiring 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
• * Employee Share Ownership Plan
• * Employee and family assistance program
• * Preferential banking services
• * Involvement in community initiatives
• * 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?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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