City : Montreal

Category : Regular Full-time

Industry : Finance

Employer : National Bank

• Do you like improving processes and enjoy working in an ever-changing environment?
• Are you known for your analytical skills and ability to question the status quo?
• Are you known for your strong communication skills and your comfort managing stakeholders?

National Bank Direct Brokerage (NBDB), a division of National Bank Financial Inc., offers a wide range of financial products and investment tools. NBDB is a discount securities brokerage firm where clients can carry out their transactions online or by phone with a representative. NBDB offers National Bank clients and Canadian investors, who are looking for autonomy and control, an economical and efficient way to trade investment products across multiple platforms. It provides clients with the information and tools needed for them to make decisions and achieve their financial objectives.

Joining NBDB means developing in a growing environment and having the opportunity to learn and progress on a team that values collaboration, innovation, and client satisfaction.

As a Senior Analyst, you will be responsible for supporting several operational activities, including the billing of fees and production of reports. You will also act as a recognized expert, providing advice to various parties and management for decisions requiring operational expertise.

This position reports to the NBDB Strategy and Project Manager

Your main challenges

• Provide support for operational activities and serve as a resource person for your colleagues
• Represent NBDB’s interests and optimize the firm’s operations in an innovative way
• Interact with various Bank sectors and managers to interpret information and offer professional support as an analyst
• Keep abreast of new developments in your business sector and make recommendations to ensure the continuous improvement of processes, systems, and methods

More specifically, you’ll be required to:

• Produce and analyze reports and keep procedures and tools up to date to meet business needs
• Analyze customer experience data to propose improvements to our existing processes
• Support and assess billing procedures and recommend improvements, as needed
• Manage medium-sized business projects (planning, execution, tracking/monitoring, closure, change management and communication), that have an impact on the evolution of practices, policies, or products
• Plan and conduct brainstorming workshops, strategic analysis, monitoring and surveys to make recommendations to management

Competencies required:

• Bachelor’s degree in a related field and 4 years of relevant experience OR Master’s degree in a related field and 2 years of relevant experience OR university certificate/undergraduate diploma from the National Bank University Program and 6 years of relevant experience
• Solid understanding of the Direct Brokerage field
• Excellent knowledge of Excel
• Good knowledge of systems (e.g., PCIS, Croesus, T80 and AS400), Bank products and services, an asset
• Successful completion of the Canadian Securities Course, an asset
• Analytical mindset and ability to synthesize information
• Attention to detail and strong time and priority management skills
• Bilingualism

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

• Health and wellness program, including many benefits
• Flexible group insurance
• Defined benefit pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferred banking services
• Volunteer program
• Telemedicine
• Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic. 

 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 accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?

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