Advisor, AAF Group and CDC
- Montreal, QC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
A career as an Advisor within the AAF Group and CDC team at National Bank means acting as a specialist in operational governance, process coordination, and Capital Markets account management. In this role, you can have a positive impact on the organization through your expertise in operational processes, data governance, regulatory compliance, and continuous improvement.Your role
- Coordinate requests related to the opening, modification, and closure of profit centers, portfolios, and accounts supporting Capital Markets activities.
- Administer Activity Approval Forms and ensure the accuracy, consistency, and integrity of data maintained across corporate systems.
- Collaborate with business partners, technology teams, and operational groups to implement requests efficiently and within established timelines.
- Serve as the primary point of contact for assigned initiatives while providing ongoing communication and follow-up with internal stakeholders.
- Maintain required documentation, approvals, and control evidence in accordance with governance standards, policies, and procedures.
- Contribute to operational impact assessments, process improvement initiatives, and ongoing support for business partners and end users.
The Capital Markets Operations Vice-Presidency is made up of specialists who work in an agile, proactive, and collaborative manner to seize opportunities, stay at the leading edge of the industry, and continuously improve processes.
Within the AAF and CDC team, you are part of a specialized group supporting governance activities and account management processes across Capital Markets. You work closely with business partners, technology teams, and operational stakeholders to ensure the effective implementation of requests and the integrity of organizational data. Our team stands out for its expertise, collaboration, and commitment to delivering high-quality service. We aim to provide you with maximum flexibility to support your quality of life through a hybrid work environment and a flexible, adaptable schedule.
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.
Requirements- Hold a bachelor's degree in Finance, Business Administration, Law, or a related field.
- Have experience with process mapping, documentation, and process optimization within a complex business environment.
- Demonstrate proficiency with Microsoft Office Suite and process management or process mapping tools.
- Possess knowledge of financial services, Capital Markets, and related regulatory requirements.
- Have experience coordinating operational activities involving multiple stakeholders and business groups.
Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.
Required skills: Artificial Intelligence, Cybersecurity, Diversity & Inclusion, Empathy, Initiative, Learning Agility, Resiliency, 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 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!
More about this job
Responsibilities
Coordinate the opening, modification, and closure of Capital Markets profit centers, portfolios, and accounts, and administer Activity Approval Forms while maintaining accurate and consistent corporate data. Coordinate with business, technology, and operations stakeholders, maintain governance documentation and control evidence, and contribute to impact assessments and process improvements.
Requirements
A bachelor's degree in Finance, Business Administration, Law, or a related field is required, along with experience in process mapping, documentation, and optimization in a complex business environment. Candidates should be proficient with Microsoft Office and process management tools, understand financial services, Capital Markets, and related regulations, and have experience coordinating operational work across multiple stakeholders.
Skills
- Artificial Intelligence
- Cybersecurity
- Diversity And Inclusion
- Empathy
- Initiative
- Learning Agility
- Resiliency
- Teamwork
- Process Mapping
- Process Optimization
- Data Governance
- Regulatory Compliance
- Stakeholder Coordination
- Microsoft Office Suite
- Capital Markets
- Operational Governance
Benefits
- Health And Wellness Program
- Flexible Group Insurance
- Pension Plan
- Employee Share Ownership Plan
- Employee And Family Assistance Program
- Preferential Banking Services
- Community Initiatives
- Telemedicine Service
- Virtual Sleep Clinic
- Hybrid Work Environment
- Flexible Schedule
- Training And Development
- Coaching And Mentoring
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Administrative
- Data & Analytics
Keywords
- Capital Markets
- Operational Governance
- Activity Approval Forms
- Account Management
- Profit Centers
- Portfolios
- Data Governance
- Regulatory Compliance
- Process Mapping
- Process Documentation
- Process Optimization
- Operational Processes
- Corporate Systems
- Microsoft Office Suite
- Process Management Tools
- Stakeholder Coordination
- Operational Impact Assessments
- Governance Standards
- Control Evidence
- Continuous Improvement
- Financial Services
- Artificial Intelligence
- Cybersecurity
- Diversity And Inclusion