Senior Analyst Trading Support & Client Onboarding

Banque Nationale du Canada; Toronto; Hybrid; CAD 90,000 - 120,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement opportunities

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Senior Analyst in Trading Support & Client Onboarding to deliver high-touch onboarding, KYC updates, and client service for institutional clients in a hybrid Toronto setting.

You will collaborate with traders, sales, and technology teams to support multiple trading desks, manage risk, and drive process improvements while ensuring compliance and optimal client outcomes.

Qualifications

• Bachelor's Degree in Business, Economics and three years of relevant experience.
• Good knowledge of Capital Markets; Master's degree or CFA preferred.
• Experience in middle office / trade support / brokerage services with a strong understanding of equity & derivative products, trade lifecycle & risk management principles.
• Completion of CSC, CPH and CIRO licensing within 6 months; Options Licensing Course (OLC) and FINRA within a year.
• Bilingualism in English and French is an asset.

Responsibilities

• Work closely with Traders, Sales, and Technology Support teams across Institutional Equities, Options, ETF Market Making, Electronic Trading & Program Trading, Financial Products, Equity Capital Markets, and Risk Management Solutions.
• Provide excellent client service and share market expertise with large institutional clients.
• Understand risk management processes, investment strategies, and product implications for client portfolios.
• Coordinate day-to-day client activities with internal partners including Trading Desks, Fixed Income, Legal, Compliance, Cash Management, FX, and Risk.
• Lead client meetings, identify issues, and deliver efficient solutions.

Skills

Capital markets knowledge

Client onboarding

Risk management

Communication skills

Bilingual English-French

Education

Bachelor's degree in Business or Economics

Master's degree or CFA preferred

Tools

Trading platforms

Risk management systems

Job description

Senior Analyst Trading Support & Client Onboarding

Hybrid

Job number

36164

Category

Intermediate Professional

Status: Permanent

State

Country

Canada

Schedule: Full-Time

14-Oct-2026

Area(s) of interest: Capital Markets and treasury

Location(s): Toronto

The Capital Markets InstitutionalTrading Support & Client Onboarding teamprovidesinstitutional clients with the highest qualityofserviceand supports multiple trading desks and groups includingInstitutional Equities, Options, ETF Market Making, Electronic Trading & Program Trading, Financial Products,Equity Capital Marketsand Risk Management Solutions.As a primary contact forInstitutional clients you willwork closely with Traders to manage Client Onboarding & KYC / Due Diligence updates, client inquiries, manage account collateral, cash management, margin, security borrowing and lending, trade clearing & settlements, and client reporting, while ensuring the bank is minimized of any risk. You will share financial market expertise to provide information & recommendations regarding specific products and services like account types, (Cash, COD / DVP, Margin, Options, DMA), electronic trading, client reporting and online access.

Your role:

• Work closely with Traders, Sales, Business Heads, Business Management, and Technology Support teams in various sectors within Financial Markets such asInstitutional Equities, Options, ETF Market Making, Electronic Trading & Program Trading, Financial Products, Equity Capital Markets,and Risk Management Solutions.
• Provide excellent client service and share financial markets expertise with large Institutional and alternative asset management clients
• Possess a strong understanding of risk management processes, investment strategies and investment products
• Comprehend complex asset management strategies and understand the impacts to client portfolios with respect to cash / margin, collateral, corporate actions and manage overall bank risk in real time
• Coordinate client day-to-day activities with internal partners including Trading Desks, Securities Lending, Fixed Income, Risk Management, Legal and Compliance, Cash Management, Foreign Exchange, Operational Risk, Accounting and Tax
• Manage risk through monitoring of Trader Inventories and positions and ensure accurate reporting for PnL
• Manage the segregation and buy-in process with clients, operational control and securities lending group
• Manage Client Onboarding and Trading Platform connectivity for Institutional Cash on Delivery, Cash Custody, Margin, Options, NCIB (Normal Course Issuer Bid), and At-The-Market clients and manage the KYC refresher process on an ongoing basis
• Lead client meetings, identify existing and potential client issues, and provide efficient solutions to clients
• Demonstrate strong communication skills and manage clear, concise internal and external communications
• Lead projects, (such as regulatory updates, T+1, KYC for Compliance), strategic initiatives and business development growth
• Reviewprocessesandprocedures,propose&implementimprovements such as automation solutions, and ensure documentation for business continuity
• Foster strong cross functional relationships with business partners for cohesive operational flow that maximizes efficiency and champions interdepartmental process improvements
• Train and mentor junior staff

Prerequisites

• Bachelor's Degree in Business, Economics and three years of relevant experience in a related field required
• Good knowledge of Capital Markets, Master's degree or CFA preferred
• Experience in middle office / trade support / brokerage services with a strong understanding of equity & derivative products, trade lifecycle & risk management principles
• Excellent interpersonal, client service, leadership and communication skills
• Strong analytical skills, process optimization, automation, programming / use of AI
• Completion of Canadian Securities Course (CSC), Conducts and Practices Handbook (CPH), and licensing with CIRO within 6 months required, completion of Options Licensing Course (OLC) and licensing with FINRA within a year
• Bilingualism both spoken and written (English and French) is considered an asset

Languages:

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Capital Markets Client Relations Communication Diversity & Inclusion Leadership Multitasking Onboarding Personal Support Stress Management Teamwork Initiative Active collaboration Active listening Cross-team Collaboration

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?

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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