Technical Advisor

A career as a Technical Advisor in the National Bank Investments’ (NBI) team means acting as a specialist to support the evolution of wealth management. This position allows you to have a positive impact by using your technical expertise to ensure compliance and efficiency in legal and regulatory activities related to the manufacturing of National Bank’s investment funds.

Your Role

• Participate in the preparation of documents related to investment funds, including fund facts and management reports of fund performance.

• Submit documents to regulatory authorities and external partners.

• Update and maintain databases.

• Collaborate with internal and external partners to gather data and information.

• Propose innovative ideas to optimize and automate existing processes while ensuring follow-ups on your responsibilities.

Your Team

The NBI Legal and Regulatory Affairs' team is an agile, rigorous, proactive, and collaborative team of experts who work together to seize opportunities and continuously improve processes.

Within this sector, you are part of a large team composed of many colleagues. You report to the Manager of Legal and Regulatory Affairs. Our team stands out for its dynamism, collaboration, and openness to innovation. We aim to offer you a hybrid and flexible work environment that promotes a balance between professional and personal life.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your profession and develop new areas of expertise.

Requirements

• College diploma in Administration or equivalent, and one year of relevant experience.

• Proficiency in Microsoft Office Suite including Excel and excellent computer skills.

• Knowledge of DocuSign, JIRA, Salesforce, and Confluence is an asset.

• Rigor, attention to detail, autonomy, and initiative.

• Knowledge of finance and wealth management products is an asset.

• Organizational skills.

• Priority management.

• Ability to handle multiple requests simultaneously.

• Curiosity and effective collaboration.

Required Languages

• Spoken and written French and English.