Senior Manager Transfer

National Bank of Canada; Montreal (administrative region); On-site; CAD 100,000 - 130,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Telemedicine service

Job summary

A leading financial institution is seeking a Director of Transfers to inspire and guide a team in the Investment Operations sector. This role involves managing non-automated transfers, ensuring quality and compliance, and fostering team development amid significant organizational transformation. Candidates should have a Bachelor's degree with relevant experience in investment processes and a passion for leadership. Join a dynamic environment that prioritizes employee engagement and well-being.

Qualifications

• 5 years of relevant experience with a Bachelor’s degree or 3 years with a Master’s degree.
• Experience in managing and coaching employees.
• Strong knowledge of RRSP, RRIF/LIF, TFSA investment processes.

Responsibilities

• Manage team development including recruitment and training.
• Foster a potential-rich environment amid transformation.
• Ensure performance in budgeting and capacity management.
• Collaborate with partners to enhance client experience.
• Ensure compliance and risk management.
• Represent the sector in committees.

Skills

Personnel management

Collaboration skills

Strong communication skills

Change management

Knowledge of investment processes

Education

Bachelor’s degree related to the field

Master’s degree

Job description

Overview

A career as a Director of Transfers within the Investment Operations team at National Bank is first and foremost about exercising mobilizing leadership. You will inspire, influence, and guide your team in a context of transformation, acting as a co-leader of strategic operations for securities transfers. This role allows you to make a tangible impact on the organization through your ability to unite talent and optimize processes and be an integral part of change.

Your Role

• Manage jointly with your co-leader a team responsible for non-automated transfers for various products and plans (RRSP, RRIF/LIF, TFSA, etc.), ensuring quality and compliance of operations

Your Team

The Investment Operations Vice-Presidency brings together more than 100 specialists who work in an agile, proactive, and collaborative manner to seize opportunities, stay at the cutting edge of technology, and continuously improve processes. Within the Investment Operations sector, you will manage with co-leadership a team of 30 colleagues undergoing major transformation and report to the Associate Vice-President.

Responsibilities

• Take charge of team development: recruitment, onboarding, training, and continuous improvement
• Create an environment that fosters the full potential of employees in a context of transformation (digitalization and automation)
• Ensure overall performance of the sector (budget, work organization, capacity management) and oversee workforce planning
• Collaborate with internal and external partners to implement joint strategies and deliver an optimal client experience
• Ensure compliance with regulatory requirements and operational risk management
• Represent your sector in internal and external committees and contribute to strategic initiatives

Requirements

• Bachelor’s degree related to the field and 5 years of relevant experience OR Master’s degree and 3 years of relevant experience
• Experience in personnel management and coaching
• Strong knowledge of investment processes and registered plans (RRSP, RRIF/LIF, TFSA, etc.)
• Mastery of management concepts (capacity, productivity, continuous improvement)
• Experience in project delivery and change management (an asset)
• Mobilizing leadership, ability to manage change, strong collaboration and communication skills, tolerance for uncertainty

Your 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\'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?

Come live your ambitions with us!

Additional required languages: English, French