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Advisor Institutional services

National Bank

This is a Contract position in Montreal, QC posted November 4, 2021.

Employee Status: Regular
Schedule: Full-time

  • Are you recognized for providing quality service while maintaining operational efficiency?
  • Do you have a good knowledge of clients’ needs and do you take the success of their projects to heart?
  • Do you stand out as a team player in implementing business development strategies?

The position of Advisor, Institutional Services will provide the challenges you seek!

National Bank Trust’s institutional client service offers business solutions to various levels of government and public sectors as well as enterprises of all sizes. We have built up solid expertise in dealing with pension plans, investment companies, foundations, mutual funds, government agencies, financial institutions and religious communities.

Our mandate is to provide peace of mind to our clients by offering easy and efficient turnkey services to allow them to focus on the essentials: their organization’s mission.

Over the past two years, National Bank Trust has prioritized a technology upgrade project to benefit our clients. This large-scale project is aimed at improving the services offered to our clients and portfolio managers by providing them access to Global Office-a new accessible and intuitive digital platform. A progressive migration has already begun and all of our clients should have access to this platform by next year. This project involves several key stakeholders including the Advisor, Institutional Services. (internaly, thisposition title is Associate, Institutional services)

Reporting to the Senior Manager, Institutional Services, the Associate, Institutional Services acts as a trusted professional to clients and provides quality service and support that is tailored to clients’ needs.

What will your day-to-day tasks be?

  • Support account managers in identifying opportunities when analyzing client files and drafting proposals.
  • Support the Manager, Institutional Services by prioritizing and carrying out complex and diverse administrative file activities
  • Perform holistic impact analysis of client structure changes that require the resolution of taxation, compliance, accounting and operational issues (mergers, restocking, transfers, mutual fund trust launches, disposition of mutual funds, etc.) and implement solutions tailored to the context.
  • Perform cross-sector integration of international portfolio managers.
  • Orchestrate international tax audits with our partners and management teams for clients with complex mandates.
  • Analyze and implement undefined solutions (process via external industry-recognized system [ e.g., Fundserv], fund transfer, etc.) to support clients.
  • Perform various complex administrative and client service activities independently according to established policies, standards and procedures
  • Carry out regular file administration activities by offering professional, courteous service.
  • Conduct checks and analyses to ensure the accuracy of data and operations.

  • Bachelor’s degree in a related field and at least 5 years of relevant industry experience.
  • Very good knowledge of institutional services, custody of securities and expertise related to negotiation and settlement of securities on domestic and international markets
  • Influential leadership, initiative and rigour
  • Solid communication and interpersonal skills
  • Ability to analyze and solve complex problems
  • Strong sense of priorities that maximize business value for clients and the organization
  • Bilingualism, spoken and written (English and French)

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

  • Health and wellness program, including many benefits

  • Flexible groupinsurance

  • Definedbenefitpension plan

  • EmployeeShareOwnershipPlan

  • Employeeandfamilyassistance program

  • Preferredbankingservices

  • Volunteerprogram

  • Telemedicine

  • Virtualsleepclinic

These are just a few of the many benefits we offer. We’ve rolled outa number ofadditional measures to ensure your health, safety and wellbeing during the pandemic.

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 inspireus, andinclusivity 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 accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?


JobField: Wealth Management
Unposting Date: 2021-11-18
Job Number: ADV001L9
Posting Date: 2021-11-04