A career as a

Senior Advisor, ETF & Onboarding within the ETF & Specialized Operations team

at

National Bank

means playing a key role in supporting the operational activities related to Exchange-Traded Funds (ETFs), as well as leading the onboarding of new funds and investment products.

Through your in-depth expertise in fund operations, leadership, ability to resolve complex issues, and capacity to coordinate multiple stakeholders, you contribute directly to the quality of deliverables, the successful launch of new products, and the evolution of the team’s operational practices.

Your role

Act as a subject matter expert and technical resource for ETF operational activities and the onboarding of new funds and specialized products

Take ownership of complex ETF files and support the resolution of exceptions requiring in-depth analysis or coordination across multiple stakeholders

Oversee the validation of PCFs, valuations, positions, and critical ETF data and intervene in the analysis of complex situations

Analyze complex events, including derivatives, corporate actions, and late adjustments, and determine the actions required to ensure the quality of deliverables

Lead the operational onboarding of new mutual funds, ETFs, and other specialized products, from planning through implementation

Coordinate the setup of new funds across operational and accounting systems and ensure consistency in configurations across the various stakeholders involved

Act as the primary point of contact for onboarding initiatives under your responsibility and coordinate activities with internal teams, clients, portfolio managers, and external partners, as required

Ensure operational timelines, requirements,



and controls are met during new product launches

Anticipate and identify operational or technology-related risks associated with ETF activities and new products and recommend appropriate, sustainable solutions

Ensure the documentation of onboarding processes, system configurations, controls, and specific requirements associated with individual funds and ETFs

Play an active role in continuous improvement, operational automation, and the evolution of the team’s processes and controls

Participate in cross-functional projects and transformation initiatives impacting ETF operations and new product onboarding

Contribute to the development of team expertise through knowledge sharing, coaching, and support of team members

Your team Within the Investment Fund Administration & Tax Activities sector, you will be part of the ETF & Specialized Operations team and report to the team’s Director.

The team stands out for:

its strong expertise in ETFs, specialized financial products, and fund operations

its ability to manage critical operational activities and complex onboarding initiatives

its close collaboration with multiple internal teams and external partners

its commitment to operational excellence, innovation, and continuous improvement





Working hours are aligned with the team’s operational requirements and include work from home based on operational needs.

We foster an environment that supports continuous learning, collaboration, and the development of expertise in a context of growth, transformation, and evolving investment products.

Prerequisite

Bachelor’s degree in Finance, Accounting, Economics, or a related field, or any other combination of education and experience deemed equivalent, along with a minimum of five years of relevant experience

Excellent understanding of

mutual funds, Exchange-Traded Funds (ETFs), and investment fund operations

Extensive experience in fund administration, fund accounting, validation, controls, or the onboarding of new financial products

Experience in derivatives, financial valuation , or related functions, with a

strong understanding of derivatives , financial markets, and valuation methodologies.

Experience in the onboarding, implementation, or launch of new funds or financial products

Demonstrated ability to take ownership of complex operational files and coordinate multiple stakeholders

Solid Excel skills (including advanced formulas; VBA) and a demonstrated interest in automation and process optimization

Excellent analytical, problem-solving, and decision-making skills

Strong operational rigor, autonomy, accountability, and ability to manage multiple priorities simultaneously

Excellent communication skills and the ability to communicate complex operational matters clearly

Strong leadership and collaboration skills, with the ability to develop and share expertise

Languages: French Required skills: Analytical Skills, Communication, Deta

📌 Senior Advisor Lancements (Vancouver)
🏢 National Bank of Canada
📍 Vancouver