Join National Bank as a Croesus+ Specialist impacting Wealth Management Solutions. Utilize your knowledge of portfolio management and technology to enhance team performance.

This Senior

Advisor position provides the prospect to be a key resource for the Croesus+ platform, fostering efficient portfolio management practices among advisors across Canada. You will create training programs, offer direct support to users, and monitor usage to identify performance trends. The role also includes testing new functionalities and ensuring the operational success of technological implementations. Key Responsibilities:

- Create educational tools for Croesus+ users
- Advise portfolio managers on best practices
- Provide specialized user support and issue resolution
- Coordinate deployment of enhancements
- Monitor and report on platform performance indicators Requirements:
- Master’s degree or equivalent experience in wealth management
- Deep understanding of portfolio management
- Experience training users in technology environments
- Comprehensive knowledge of investment products
- Proficient in Croesus+ functionalities Utilize your expertise in portfolio management and drive change at National Bank.

📌 Croesus+ Platform Specialist Role (Montreal)
🏢 Banque Nationale du Canada
📍 Montreal