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Strategic Advisor

1 week ago

Montreal, Quebec, Canada Banque Nationale du Canada Full time

At Banque Nationale du Canada, we are seeking a skilled Strategic Advisor to join our team. As a Technical Advisor – Cross-Border Solutions, you will play a crucial role in providing exceptional support to our clients and internal partners.

About the Role:

In this position, you will be responsible for managing all administrative activities related to New York accounts. You will serve as an expert and the primary point of contact for clients and the advisory team, ensuring fast, accurate, and efficient service.

Your Key Responsibilities:
  • Ensure the opening of NY accounts and guarantee compliance with regulations.
  • Manage enrollment in NY products, guiding clients through the process.
  • Process NY transactions while adhering to deadlines and established procedures.
  • Provide support and expertise to clients and the advisory teams.
  • Manage the lifecycle of NY administrative tasks, including updates and follow-ups on files.
  • Respond to client inquiries via email and phone, including password resets and transaction-related questions.
About Our Team:

You will be part of the Vice Presidency of Business Operations, a collaborative and agile team where daily interactions foster continuous learning and process improvement. You will report to a manager committed to your professional growth while enjoying a flexible and supportive work environment.

About Us:

We prioritize continuous development and internal mobility. Our personalized training programs, based on learning through experience, will help you master your role and develop new areas of expertise. Tools such as the Data Academy, language training, Harvard Learning Center, and coaching and mentorship support are available to you at all times.

What We Offer:
  • A competitive compensation package.
  • A wide range of flexible benefits to promote your wellbeing and that of your family.