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Technical Advisor

Attendance
Hybrid
Job number
28008
Category
Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
15-Aug-2025
Area(s) of interest: Legal
Location(s): Montreal

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.

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

Artificial Intelligence Diversity & Inclusion Teamwork Cybersecurity Empathy 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. 
 
* 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?

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Discover our culture

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