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Senior Advisor Institutional Services

Apply now Job ID 45969007824 Date posted 03/14/2023

Primary Locations: Montreal, Quebec

Attendance: Hybrid

Employee Status: Regular

Schedule: Full-time


The Senior Advisor Institutional Services will take charge of institutional clients while applying National Bank Trust’s best practices regarding the client experience. The successful candidate will stand out for their proactivity and demonstrate a high level of expertise in supporting clients with our investment fund services. They will also take charge of business development initiatives in their sector.

Your role:

  • Serve mutual fund managers by providing a high level of expertise and specialized advice
  • Analyze and respond to various requests related to securities, fund accounting and record-keeping
  • Work with internal teams to ensure activities are properly executed
  • Perform various daily tasks to ensure processes run smoothly
  • Coordinate setup for new clients (parameterization of systems, billing, access to the portal, suppliers, legal documents, etc.)
  • Identify and document risks and issues related to activities
  • Support the Manager – Institutional Markets in identifying opportunities when analyzing client files and drafting proposals
  • Produce various reports and dashboards and ensure data integrity
  • 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 situation
  • Initiate, develop, enhance and document the implementation of new processes to ensure activities are efficient while reducing risks

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.


Competencies required:
  • Bachelor's degree in a related field plus 5 years of relevant experience OR master's degree in a related field plus 3 years of relevant experience 
  • Solid expertise in and knowledge of securities custody and fund administration
  • 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 (English and French) required, as you will frequently serve clients who speak a language other than French
Your benefits

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.

  • 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
  • Initiatives promoting community involvement
  • 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 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: 2023-04-02

Job Number: INV0003G

Posting Date: 2023-03-14

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