Skip to content

Associate, Integration and Transition

Attendance
Hybrid
Job number
24292
Category
Intermediate Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
05-Feb-2025
Location: Montreal, Quebec
City
Montreal
Province/State
Quebec
Area of Interest: Wealth management

A career as an Associate in Integration and Transition at National Bank Financial Group Wealth Management (NBFWM) means actively contributing to the support of new teams in their activities, directly impacting the quality of customer service. This role allows you to leverage your process management skills, attention to detail, and expertise in documentation.


Your job:

  • Support new teams with the necessary documentation and act as a subject matter expert.
  • Coordinate the account opening process during integrations (onboardings).
  • Provide training and participate in documentary expert calls to support recently integrated teams.
  • Analyze complex issues related to operations while identifying associated risks.
  • Maintain effective communication with various stakeholders to ensure smooth operations.

Your team:

The Best Business Practices team is a dynamic and collaborative group where you will work alongside motivated experts. Across Canada, you will engage with diverse partners in a welcoming, supportive environment.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, enable you to master your role and develop new areas of expertise. Tools such as the Data Academy, the Harvard Learning Center, and coaching services are available at any time.


 Basic requirements:

  • A bachelor’s degree related to the field and 4 years of relevant experience, or a master’s degree with 2 years of relevant experience.
  • Experience in project management and writing procedures.
  • Knowledge of accounts and financial products.
  • Proficiency in Word, T80, GDI, Croesus, and JIRA.
  • Availability to travel regularly.
Languages:
English, French
Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Skills

Agile Communication Cybersecurity Diversity & Inclusion Empathy Learning Agility Organizational Effectiveness Policies and Procedures Project Management Resiliency Rigor Teamwork
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
* 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!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

See more

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

See more

Discover our culture

Duration: 1 min 25 sec
Flexibility
Flexibility
Wellbeing
Wellbeing
Development
Development
Inclusive Environment
Inclusive Environment

Join our talent community

Sign up to get information on what’s new for your career and our events.

Access your profile

Complete your profile for a personalized experience and search made easy with job alerts relevant to you.