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 productive 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 settings
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