Your contribution

Working in a National Bank call centre means working at theheart of a banking transformation that helps clients obtain the service theywant when they want it and through their choice of channel. You act as adedicated guide for thousands of clients in order to find unique solutions foreach of them. Every interaction gives you the opportunity to create anauthentic client experience and make your mark through your personalizedapproach. You are the face of National Bank!

• Profile:Interest in the financial industry
• Experience:2 years of relevant experience in financial services
• Language:Bilingual (English and French)

• Background:You have at least a high school diploma, a Cégep diploma (Quebec) or a Bachelor's degree, depending on the position you're applying for
• Work environmentStimulating workspace promoting team synergy and professional development

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
• 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

• 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 French and english

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.