Technical Advisor
City : Montreal
Category : Permanent Full-Time
Industry : Operations
Employer : National Bank
A career as a Technical Advisor in the Litigation and Regulatory Investigations team within National Bank Financial Legal Affairs means making a difference in your colleagues’ daily lives by supporting them in the management and collection of information and documents required for the files managed by NBF Legal Affairs. This role allows you to have a positive impact on our organization through your ability to prioritize, your organizational skills, and your attention to detail when handling incoming requests.
Your job
- Take charge of the entire process for requests for information and documents required for legal Affairs needs (account documentation, statements, email, etc.)
- Collaborate with various stakeholders to identify relevant information targets
- Research to identify the factual elements needed for the collection
- Request and collect documents according to the instructions received
- Organize and deliver requested documents with rigor and attention to detail
- Review the information received to identify any missing elements and request the required additional information
- Perform a quality control between the request and the documents delivered to ensure compliance
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 on 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
- Knowledge of account opening documentation and the types of client documentation used by NBF
- Be familiar with the platforms used by NBF, including T-80/ISM
- Proficient in the Microsoft Office suite
- Exemplary documentary organisation skills
- Be diligent and sensitive to details
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!