Senior Advisor Fund and ETF Onboarding

Attendance

Hybrid

Job number

33375

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

***Two positions are to be filled, one in Montreal and the other in Toronto. Knowledge of French is required for the position located in Montreal.***

A career as a Senior Advisor – Fund and ETF Onboarding within the ETF & Specialized Operations team at National Bank means playing a key role in the launch and operational integration of new investment funds and exchange traded funds (ETFs), ensuring a structured, accurate, and seamless setup across multiple systems and stakeholders.

Through your strong understanding of fund operations, coordination skills, and leadership, you contribute directly to the success of fund launches, the consistency of operational processes, and the overall experience of both internal and external stakeholders, in a regulated and evolving environment.

Your job

• Act as the primary point of contact for the operational onboarding of new mutual funds and ETFs
• Lead the setup of new funds across various operational and accounting systems (e.g., FMC, PACER, external service providers)
• Coordinate onboarding activities with internal teams (fund accounting, tax, operations, finance, IT, etc.)
• Ensure the collection, validation, and clear communication of onboarding-related information
• Participate in internal meetings and, when required, engage with clients, portfolio managers, and external partners
• Ensure timelines, regulatory requirements, and operational standards are met during fund launches
• Identify operational and system-related issues linked to new products and propose practical, structured solutions
• Document onboarding processes, system configurations, and fund-specific operational features
• Contribute to the continuous improvement of fund and ETF onboarding practices
• Act as a subject matter resource for onboarding-related questions and initiatives
• Participate in cross-functional projects and sector-wide transformation initiatives
• Support team development through knowledge sharing and mentorship

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 ETFs and complex fund structures,
• its strong operational discipline and delivery of critical outputs,
• its close collaboration with multiple internal and external stakeholders.

Working hours are flexible and include remote work based on operational needs.
We foster an environment that supports continuous learning, collaboration, and professional growth in a dynamic and innovative setting.

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 fund operations, investment fund administration or related functions
• Strong understanding of mutual funds and exchange traded funds (ETFs)
• Experience with fund onboarding, integration, or product launches (strong asset)
• Proven ability to coordinate multiple stakeholders and manage complex operational initiatives
• Strong sense of accountability, autonomy, and organizational rigor
• Excellent communication skills and ability to translate operational concepts clearly
• Analytical mindset 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 Communication Finance Fund Accounting Fund Administration Integration Onboarding Problem Solving Project Delivery Stakeholder Management Teamwork Accounting Initiative Learning Agility Resiliency

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?