Financial Operations Specialist

3 weeks ago


Montreal, Quebec, Canada National Bank Full time

At National Bank, we offer a competitive salary of $55,000 to $65,000 per year, depending on location, for the Financial Operations Specialist role.

Company Overview: National Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with a team of over 1,000 investment advisors managing the assets of more than 400,000 clients across about 100 branches.

Job Description: As a Financial Operations Specialist, you will be responsible for ensuring effective communication between clients, advisors, and various collaborators. Your key responsibilities will include providing superior customer service, analyzing client accounts, and diligently carrying out transactions related to investment accounts.

Required Skills and Qualifications: To succeed in this role, you will need a college diploma in a related field and at least one year of relevant experience in banking operations, customer service, or administration. Strong organizational and priority management skills are also essential, as is good knowledge of the Microsoft Office suite.

Benefits: In addition to a competitive salary, you will be eligible for a wide range of flexible benefits, including health and wellness programs, flexible group insurance, a generous pension plan, and opportunities to get involved in community initiatives.

Our Commitment to Inclusivity: At National Bank, we are committed to creating a barrier-free workplace that is accessible to all employees. We welcome candidates from diverse backgrounds and are dedicated to fostering a positive employee experience.

What You Can Bring to Our Team: As a Financial Operations Specialist, you will have the opportunity to work in a dynamic and collaborative environment, leveraging your skills and experience to contribute to the success of our team.

Join Our Team: If you are a motivated and detail-oriented individual with a passion for customer service, we encourage you to apply for this exciting opportunity.



  • Montreal, Quebec, Canada Axelon Services Corporation Full time

    **Job Title:** Financial Operations SpecialistLocation: Montreal, CanadaShift: Monday to Friday (9am to 6pm or 10:30 to 7:30 pm)At Axelon Services Corporation, we are seeking a skilled Financial Operations Specialist to join our team. This is a unique opportunity for individuals who are passionate about finance and operations.Job Summary:The Financial...


  • Montreal, Quebec, Canada Crédit Agricole CIB Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Crédit Agricole CIB. The ideal candidate will possess strong project management skills, excellent communication abilities, and in-depth knowledge of financial systems and processes.About the RoleThe Financial Operations Specialist will provide critical support to...

  • Financial Specialist

    4 weeks ago


    Montreal, Quebec, Canada Intact Financial Corporation Full time

    About the RoleWe are seeking a highly skilled Financial Specialist to join our Distribution Financial Strategy (DFS) team. As a key member of our team, you will be responsible for providing financial support to our brokerage network, ensuring a strong and sustainable presence in the market.Key ResponsibilitiesOversee the implementation and execution of our...


  • Montreal, Quebec, Canada Intact Financial Corporation Full time

    Job DescriptionWe are seeking a highly skilled Financial Analyst Reinsurance Specialist to join our team at Intact Financial Corporation.About the RoleThe Financial Analyst Reinsurance Specialist will play a key role in supporting Group Reinsurance activities, providing recommendations to ensure consistency and application of best reinsurance practices...


  • Montreal, Quebec, Canada Publicis Worldwide Full time

    Publicis Worldwide is a dynamic and innovative company that seeks an exceptional individual to join its team as a Financial Operations Specialist.The ideal candidate will have expertise in managing financial transactions, maintaining accurate records, and ensuring seamless operations.We offer a competitive salary of $65,000 - $80,000 per annum, commensurate...


  • Montreal, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're seeking an Accounting Specialist to join our Financial Reporting & Consolidation department. As a key member of our team, you'll play a vital role in the analysis and disclosure of financial information.Key Responsibilities:Participate in the preparation of Intact Financial Corporation's quarterly and annual...


  • Montreal, Quebec, Canada Pomerleau Full time

    Financial Operations SpecialistAt Pomerleau, we are seeking a highly skilled Financial Operations Specialist to join our Major Projects team. As an Accounts Payable Process Owner, you will play a crucial role in ensuring the smooth financial operations of our business for the Olympic Stadium project.Key Responsibilities:Review and process vendor invoices and...


  • Montreal, Quebec, Canada Randstad Full time

    Cloud Financial Operations SpecialistWe are seeking a skilled Cloud Financial Operations Specialist to enhance our financial management processes related to cloud resources. This role involves analyzing cloud expenditure trends, optimizing costs, and collaborating with various teams to ensure effective financial governance.Key Responsibilities:Support cloud...


  • Montreal, Quebec, Canada Intact Financial Corporation Full time

    Are you passionate about accounting and looking for a challenging role where you can innovate, excel, and collaborate with experts from various sectors? Intact Financial Corporation is seeking an Accounting Specialist for its Financial Reporting & Consolidation department.The successful candidate will play a key role in the analysis and disclosure of...


  • Montreal, Quebec, Canada Sun Life Financial Full time

    At Sun Life Financial, we're committed to helping our clients achieve lifetime financial security and live healthier lives. As a Financial Data Analyst - Renewal Specialist, you'll play a key role in maximizing renewal outcomes for our clients.About the Role:The Renewal Specialist will support a regional team of Corporate Account Executives with clients over...


  • Montreal, Quebec, Canada Coveo Full time

    Financial Operations Specialist for Coveo At Coveo, we're seeking a highly skilled Financial Operations Specialist to manage and execute day-to-day accounting operations and contribute to various projects. As a leader in AI-powered search and recommendations, we need someone passionate, detail-oriented, and ready to join our team of professionals and...


  • Montreal, Quebec, Canada Intact Financial Corporation Full time

    About the RoleWe are seeking a highly skilled Senior Financial Specialist to join our IT Finance team. As a key member of our team, you will be responsible for providing financial expertise and support to our IT portfolios.Key responsibilities include:Providing financial analysis and insights to support business decisionsDeveloping and maintaining financial...


  • Montreal, Quebec, Canada Transgate Global Careers Full time

    OverviewAs a leading boutique global equities investment management firm, Transgate Global Careers is seeking a motivated Financial Operations Specialist to join their dynamic team in Old Montreal. Reporting directly to partners, the successful candidate will play a vital role in ensuring accurate portfolio accounting and streamlined operations for both...


  • Montreal, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're seeking an experienced Accounting Specialist to join our Financial Reporting & Consolidation department.The successful candidate will play a key role in the analysis and disclosure of financial information, participating in the preparation of quarterly and annual consolidated financial statements. Additionally, they...


  • Montreal, Quebec, Canada LCI Education Full time

    LCI Education is seeking a Financial Operations Specialist to support the operational management teams and oversee the accounting and financial operations for the entities and divisions based in Montreal. This key role in the accounting process involves close collaboration with the Finance and Operations team.Key ResponsibilitiesParticipate in the accounting...


  • Montreal, Quebec, Canada Axelon Services Corporation Full time

    Job Summary: Axelon Services Corporation seeks a Financial Operations Specialist to provide high-level functional support and resolve accounting-related issues in production environments.Key Responsibilities:Monitor Daily Production Activities: Support daily production activities for accounting applications, ensuring timely completion of fund accounting...


  • Montreal, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're seeking a skilled Accounting Specialist to join our Financial Reporting & Consolidation department. As a key member of our team, you'll play a vital role in the analysis and disclosure of financial information.Key Responsibilities:Participate in the preparation of Intact Financial Corporation's quarterly and annual...


  • Montreal, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we're looking for a skilled Accounting Specialist to join our Financial Transactions team. As a key member of our team, you'll play a crucial role in analyzing and reconciling financial data, ensuring compliance with internal policies, and collaborating with internal and external audit teams.About the RoleThe Financial...


  • Montreal, Quebec, Canada Randstad Canada Full time

    Job Title: Cloud Financial Operations SpecialistWe are seeking a skilled Cloud Financial Operations Specialist to enhance our financial management processes related to cloud resources. This role involves analyzing cloud expenditure trends, optimizing costs, and collaborating with various teams to ensure effective financial governance.Responsibilities:Support...


  • Montreal, Quebec, Canada Intact Financial Corporation Full time

    At Intact Financial Corporation, we are seeking an experienced Accounting Specialist to join our Financial Reporting & Consolidation department. This role will play a key part in the analysis and disclosure of financial information.Key Responsibilities:Participate in the preparation of Intact Financial Corporation's quarterly and annual consolidated...