Technical Advisor

Attendance

Hybrid

Job number

30860

Category

Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

09-Feb-2026

Area(s) of interest: Legal

Location(s): Montreal

A career as a Technical Advisor within National Bank Financial Legal Affairs means playing a key role in the Litigation and Regulatory Investigations team by managing the lifecycle of files, coordinating billing and insurance matters, and producing various reports tracking the evolution of legal matters. This role allows you to have a positive impact on our organization through your ability to prioritize, your organizational skills, and your attention to details.

Your role

Manage the lifecycle of legal files in the software GaLexy (opening, updating, closing, archiving) and serve as the team’s point of contact for the legal file management tool.
Keep tracking and reporting tools updated and generate necessary reports to reflect the progress of cases.
Take charge of and coordinate the billing process for external law firms (indexing and processing of invoices, coordinating approvals, handling follow-ups, reconciling payments, and managing year-end status reports).
Take charge of and coordinate the insurance claims process (submit notices and claims, disbursements, reimbursement requests, deposits, reconciliations, and communications with the insurer).
Contribute to resolving billing or insurance claims issues.
Provide cross-functional operational support (access management, IT requests, logistics, onboarding/offboarding of employees) and assist with document management initiatives (archiving, extraction, verification, secure destruction).

Your team

You work in the Litigation and Regulatory Investigations team within National Bank Financial Legal Affairs, serving the Capital Markets and Wealth Management sectors. You collaborate with various internal partners to prepare responses to requests for information and documents. Our team stands out for its commitment to rigor, collaboration, and customer service.

We aim to offer you flexibility to support your quality of life and work-family balance. We ask team members to be present in the office three days per week, as well as according to business requirements.

The Bank values continuous development and internal mobility. Our personalised training programs, based on-the-job learning, help you master your profession and develop new fields of expertise. Tools such as the Data Academy, Language Training, Harvard Learning Centre and coaching and mentoring support are available to you at any time.

Prerequisites

A relevant college diploma
Proficient in the Microsoft Office suite including strong familiarity with Excel
Exemplary organisation skills
Be diligent and sensitive to details

Languages:

English, French

Reason to require this language: you will need to work closely with our colleagues outside Quebec.

Skills

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!

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?