associate, institutional services - Montreal - National Bank

    National Bank
    National Bank Montreal

    3 days ago

    Full time
    Description

    A career as an Institutional Markets Associate at National Bank Trust means acting as a trusted professional for an institutional client base, contributing to the effective management of client files and to the quality of services delivered. This role allows you to have a positive impact on our organization through your outstanding client service, strong operational rigor, and solid understanding of complex financial environments.

    The Institutional Markets sector provides business solutions to organizations of all sizes, as well as to various levels of government and the public sector. We have built strong expertise in areas such as pension plans, investment companies, foundations, mutual funds, government organizations, financial institutions, funeral homes, and religious communities.

    Your role
    • Work closely with the Account Director to identify business opportunities, analyze institutional client files, and contribute to the structuring of tailored solutions
    • Participate in the preparation, coordination, and drafting of proposals aligned with clients' specific needs
    • Provide operational support using the Global Office platform and contribute to business development activities
    • Independently manage client files, including administrative activities, client service, and coordination related to structural changes
    • Review and validate the accuracy of data and transactions to ensure the quality and reliability of services delivered
    Your team

    The Institutional Markets Vice‑Presidency at National Bank Trust is a team of specialists who work in an agile, proactive, and collaborative manner to seize opportunities, stay at the forefront of technology, and continuously improve processes. The team stands out for the quality of its client support, its institutional expertise, and its ability to deliver reliable services in complex and evolving environments.

    The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, enable you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring support, are available to you at all times.

    Requirements
    • Bachelor's degree in a relevant field and five years of related experience
    • Demonstrated experience in institutional client service or a related financial environment
    • Experience with back‑office operations related to the management of client files and portfolios
    • Strong proficiency with digital tools and client data management platforms

    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

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