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Client Integration AdvisorNational Bank • Montreal, Québec, Canada
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Client Integration Advisor

National Bank
  • CA
    Montreal, Québec, Canada
  • CA
    Montreal, Québec, Canada
Apply Now

About

A career as a Client Integration Advisor at National Bank Trust (NBT) means contributing to the successful integration of new clients and portfolio managers into the Bank’s systems while supporting the delivery of a high‑quality client experience. In this role, you will work closely with senior advisors and internal partners to support onboarding and change activities, develop your expertise, and build strong foundations in client integration.

Your Role

As a Client Integration Advisor, you will:

  • Assist in serving a diverse clientele composed of institutional clients and portfolio managers across areas such as securities custody, institutional asset management, pension plans, and exchange‑traded funds (ETFs)
  • Support team members in assisting NBT clients through key client life‑cycle events, including onboarding, portfolio manager changes, and offboarding
  • Participate in client integration and change initiatives by collaborating with internal stakeholders, including clients, portfolio managers, account managers, and operational teams
  • Work closely with operational teams to support the timely and accurate execution of tasks, contributing to a consistent and high‑quality client experience
  • Assist with planning activities, tracking deliverables, and supporting adherence to established timelines
  • Contribute to the documentation, maintenance, and continuous improvement of team processes and tools
  • Develop subject‑matter knowledge through hands‑on experience, training, and knowledge sharing with colleagues
  • Escalate issues as needed and contribute to problem‑solving discussions by proposing practical solutions under guidance

Your Team

Within the National Bank Trust sector, you will be part of a large team of approximately 150 colleagues and report to the Director - Client and Portfolio Manager Integration. The team is recognised for its collaborative culture, agility, and client‑ focused approach.

You will benefit from structured on‑ the‑ job training and learning‑ by‑ doing opportunities designed to help you build a solid understanding of client integration, securities custody, and fiduciary services. Working alongside colleagues with diverse backgrounds and expertise, you will have the opportunity to grow your skills, deepen your knowledge, and progress within a supportive and dynamic environment.

Prerequisites

  • Bachelor’s degree in a relevant field or equivalent combination of education and experience.
  • 2 to 4 years experience in wealth management or financial services
  • Working knowledge of the securities industry, including operations and settlements
  • Ability to analyse situations, identify issues, and apply established guidelines to recommend solutions or escalate as required
  • Strong organisational skills, attention to detail, and ability to work autonomously within defined processes
  • Strong working knowledge of Microsoft 365 tools; experience using Copilot is an asset

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 such as:


* 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

* Involvement in community initiatives

* Telemedicine service

* Virtual sleep clinic


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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.


Making a bold move in a people-first environment

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.


We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?


Join us!

  • Montreal, Québec, Canada

Languages

  • English
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