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National Bank

Advisor

Montreal,QC
  • To be discussed
  • Full time

  • 1 position to fill as soon as possible

A career as an Advisor (Legal Technician) on the National Bank Investments (NBI) Team means becoming a specialist supporting the evolution of wealth management. This role allows you to make a positive impact by leveraging your technical expertise to ensure compliance and efficiency in legal and regulatory activities within the context of National Bank's investment fund manufacturing and distribution operations.

Your Role

  • Participate in the preparation of documents related to the renewal of investment funds, including the prospectus and fund fact sheets.
  • Draft and follow up on various corporate and regulatory documents.
  • File documents with regulatory authorities.
  • Update and maintain databases.
  • Collaborate with internal partners to gather data and information.
  • Suggest innovative ideas to improve the quality of services, systems, and processes while ensuring follow-up on files under your responsibility.

Your Team
The NBI Legal and Regulatory Affairs team is an agile, proactive, and collaborative group of experts working together to seize opportunities and continuously improve processes.
Within this sector, you will be part of a large team composed of many colleagues. You will report to the Senior Director of Legal and Regulatory Affairs. Our team stands out for its dynamism, collaboration, and openness to innovation. We aim to provide you with a hybrid and flexible work environment that supports a healthy work-life balance.

The Bank values continuous development and internal mobility. Our customized training programs, based on learning through action, allow you to master your role and develop new areas of expertise.

Requirements

  • A college diploma in legal techniques or equivalent, with three years of relevant experience.
  • Proficiency in the Microsoft Office suite and strong computer skills.
  • Knowledge of DocuSign is an asset.
  • Attention to detail, rigor, autonomy, and initiative.
  • Knowledge of wealth management products is an asset.
  • Strong organizational skills.
  • Ability to prioritize tasks.
  • Capacity to manage multiple requests simultaneously.
  • Curiosity and effective collaboration.
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!

Work environment

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Requirements

Level of education

undetermined

Diploma

undetermined

Work experience (years)

undetermined

Written languages

undetermined

Spoken languages

undetermined

Internal reference No.

24224