Associate, Integration and Transition

A career as an Associate in Integration and Transition at National Bank Financial Group Wealth Management (NBFWM) means actively contributing to the support of new teams in their activities, directly impacting the quality of customer service. This role allows you to leverage your process management skills, attention to detail, and expertise in documentation.

Your job:

• Support new teams with the necessary documentation and act as a subject matter expert.
• Coordinate the account opening process during integrations (onboardings).
• Provide training and participate in documentary expert calls to support recently integrated teams.
• Analyze complex issues related to operations while identifying associated risks.
• Maintain effective communication with various stakeholders to ensure smooth operations.

Your team:

The Best Business Practices team is a dynamic and collaborative group where you will work alongside motivated experts. Across Canada, you will engage with diverse partners in a welcoming, supportive environment. 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, the Harvard Learning Center, and coaching services are available at any time.

Prerequisites:

• A bachelor’s degree related to the field and 4 years of relevant experience, or a master’s degree with 2 years of relevant experience.
• Experience in project management and writing procedures.
• Knowledge of accounts and financial products.
• Proficiency in Word, T80, GDI, Croesus, and JIRA.
• Availability to travel regularly.

Your benefits:

• 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!