Senior Manager Mutual Fund Dealer Operations

National Bank of Canada; Toronto; On-site; CAD 60,000 - 120,000; Full time

Benefits offered by this job

Health and wellness program

Group insurance

Generous pension plan

Employee and Family Assistance Program

Preferential banking services

Job summary

A leading financial institution is seeking a Senior Manager for Mutual Fund Dealer Operations in Toronto. The role involves leading a high-performing team, optimizing processes, and ensuring compliance within the Investments Operations sector. Candidates are expected to have extensive experience in team leadership and investment processes, along with strong analytical skills. This temporary position offers a competitive salary and a range of flexible benefits focused on employee well-being.

Qualifications

• 7 years of relevant experience with a Bachelor’s or 4 years with a Master’s.
• Strong adaptability and comfort with uncertainty.
• Excellent interpersonal and influencing skills.

Responsibilities

• Lead team development including recruitment and onboarding.
• Oversee transactions for investment products.
• Ensure compliance and operational integrity.

Skills

Team Leadership

Investment Processes Knowledge

Change Management

Analytical Skills

Education

Bachelor’s or Master’s degree

Job description

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15-month temporary position with possibility of extension
A career as a Senior Manager – Mutual Fund Dealer Operations (MFDO), GICs in Fixed Income in Technology and Operations team at National Bank is acting as a lead of a high-performing team in a dynamic operations environment. This job allows you to have a positive impact on the organization through optimizing processes, driving change, and influencing strategic decisions.

Your job

• Lead all aspects of team development: recruitment, onboarding, training, and continuous improvement
  
• Oversee non-automated financial and non-financial transactions for Fundserv and manual investment products (non-Fundserv), including registered and non-registered plans (RRSPs, RRIFs/LIFs, TFSAs, etc.)
  
• Ensure accurate and timely processing of GIC and fixed income transactions, maintaining compliance and operational integrity
  
• Foster a culture of growth and innovation in a context of digitization and automation
  
• Monitor emerging technologies and process improvements to enhance productivity and reduce costs
  
• Manage budgets, workforce planning, and overall performance metrics for your sector
  
• Ensure adherence to compliance standards and mitigate operational risks
  
• Collaborate with internal partners to implement strategies that enhance the client experience
  
• Represent your sector in internal and external committees and partner roundtables
  

Your team

Within the Investments Operations sector you report to Senior Manager, MFDO. You oversee a team of approximately 35 professionals responsible for executing transactions across a broad range of investment products—including mutual funds, GICs, and fixed income instruments—distributed through various National Bank of Canada business lines. You play a key role in coaching, developing, and maximizing your team’s potential while contributing to operational excellence and transformation.

Prerequisites

• Bachelor’s degree with 7 years of relevant experience, or Master’s degree with 4 years of relevant experience
  
• Proven experience in team leadership and coaching
  
• Strong adaptability and comfort with uncertainty
  
• In-depth knowledge of investment processes, registered plans, and products including GICs and fixed income
  
• Solid understanding of CIRO regulatory requirements
  
• Experience in project delivery and change management
  
• Excellent interpersonal and influencing skills
  
• Strong analytical and synthesis capabilities
  
• Familiarity with management concepts such as capacity planning and continuous improvement
  
• Ability to motivate and unify teams
  
• Effective prioritization and organizational skills

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.

* 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
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'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 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! What can you bring to our team?

Join us!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Temporary

Job function

• Job function

  Sales and Business Development

• Industries

  Banking

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