Senior Advisor Derivatives And Financial Valuation

Attendance

Hybrid

Job number

33374

Category

Senior Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

26-May-2026

Area(s) of interest: Finance and accounting

Location(s): Montreal, Toronto

**The position can be located in Montreal or Toronto. If the position is located in Montreal, knowledge of French is required.**

A career as a Senior Advisor – Derivatives and Financial Valuation within the ETF & Specialized Operations team at National Bank means playing a key role in ensuring the accurate valuation of complex financial instruments held in mutual funds and exchange‑traded funds (ETFs), as well as providing financial support related to financial statements.

Through your expertise in derivatives, strong financial acumen, and leadership, you contribute directly to the quality of valuations, the mitigation of financial and accounting risks, and the evolution of valuation practices in a regulated and transforming environment.

Your job

Act as a derivatives and financial valuation expert for the sector
Ensure the valuation of complex financial instruments held in funds and ETFs (listed and OTC derivatives, structured and hybrid instruments)
Define, document, and continuously improve valuation methodologies for financial instruments
Provide specialized financial support for matters related to financial statements, audits, and regulatory disclosures
Serve as a technical reference for valuation issues, accounting interpretation, and professional judgment
Participate in the launch and onboarding of new funds, including mutual funds and exchange‑traded funds
Actively contribute to the implementation, optimization, and governance of ETF valuation processes
Collaborate closely with internal teams and external partners
Anticipate financial and operational issues, identify risks, and propose structured and preventive solutions
Design and maintain robust control frameworks related to valuation activities
Participate in large‑scale projects and transformation initiatives within the sector
Act as a mentor and contribute to the development of team expertise

Your team

Within the Investment Fund Administration and Tax Activities sector, you are part of the ETF & Specialized Operations team and report to the team manager.

The team stands out for:

its in‑depth expertise in exchange‑traded funds and complex financial instruments,
its rigor and reliability in delivering critical outputs,
its strong collaboration and shared sense of accountability.

Working hours are flexible and include remote work based on operational needs.

We foster an environment that supports continuous learning, both through hands‑on experience and through knowledge sharing and collaboration with colleagues from diverse backgrounds and areas of expertise.

Prerequisite

Bachelor’s degree in Finance, Accounting, Economics or a related field, or any combination of equivalent education and relevant experience
Minimum of 5 years of experience in derivatives, financial appraisals or related functions
Strong knowledge of derivatives, financial markets, and valuation methodologies
Solid understanding of finance and financial accounting, ideally in an investment fund environment
Ability to exercise a high level of professional judgment in complex situations
Leadership, rigor, autonomy, and a strong sense of accountability
Excellent analytical skills and critical thinking focused on problem solving

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

Analytical Skills Critical Thinking Derivatives Finance Leadership Problem Solving Project Delivery Teamwork Accounting Initiative Learning Agility Resiliency Rigor Governance Investment Trust

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 such as:

* 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

* Involvement in community initiatives

* Telemedicine service

* Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Apply

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.

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?