Senior Analyst Estates advisory

A career as a Senior Analyst, Estates advisory in the Risk team at National Bank Independent Network (NBIN) means acting as a specialist in estate administration and advisory services. In this role, you will help client firms and internal partners navigate complex estate-related matters while ensuring compliance with regulatory requirements, consistent application of policies, and an exceptional client experience. Your expertise in estate administration, brokerage operations, and risk management will have a direct impact on service quality, operational efficiency, and client satisfaction.

Your role

• Provide guidance to client firms on estate documentation, processes, timelines, regulatory requirements, and account administration.

• Manage complex estate-related cases from intake through resolution, coordinating with internal partners and ensuring timely communication with stakeholders.

• Assess risks, analyze complex situations, and determine when matters require escalation or specialized expertise.

• Collaborate with Operations, Risk, Compliance, Legal, and Service Delivery teams to ensure consistent application of estate procedures and controls.

• Identify recurring issues and recommend process, policy, or workflow improvements that enhance operational efficiency and the client experience.

• Develop educational resources, training materials, and insights that support client firms and strengthen estate-related practices.

Your team

NBIN is a division of National Bank Financial Inc., a wholly owned subsidiary of National Bank of Canada. As Canada's leading provider of custody, trade execution, and brokerage solutions for independent Portfolio Managers, Introducing Brokers, Investment Dealers, and Investment Fund Managers, NBIN supports over 350 firms with more than $450 billion in assets under administration.

Within the Risk department, you are part of a team of specialized professionals supporting estate-related matters across NBIN and report to the Senior Director, Risk & Regulatory. Our team stands out for its expertise, collaboration, client focus, and commitment to delivering consistent, high-quality service.

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 a related field and a minimum of 5 years of experience in brokerage operations, wealth management, trust services, estate administration, or a related environment.

• Demonstrate strong knowledge of estate administration processes, probate requirements, and the related legal and regulatory framework.

• Possess working knowledge of registered accounts and tax considerations associated with estate settlement, including post-death income, tax slips, and beneficiary transfers.

• Have experience analyzing complex cases, assessing risk, and applying sound judgment in a regulated environment.

• Be comfortable managing detailed files, large amounts of documentation, and multiple priorities simultaneously.

• Hold an estate-related designation or certification (asset).

Languages: English
Required skills: Artificial Intelligence, Client Relations, Communication, Initiative, Learning Agility, Operational Risk, Operations Management, Rigor, 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!