Join National Bank as a Senior Croesus+ Advisor within Wealth Management Solutions to drive success in portfolio management practices using the Croesus+ platform. In this pivotal position, you will serve as a subject-matter expert, providing training and user support while enhancing operational efficiency. You'll collaborate closely with advisors and portfolio managers across Canada to ensure optimal platform utilization, while also playing a critical role in continuous improvement initiatives.

Key Responsibilities:

- Create training content for effective Croesus+ use
- Advise portfolio managers on best management practices
- Analyze inquiries for high-quality user support
- Identify and implement process improvement opportunities
- Test and support the launch of recent platform features Requirements:
- Bachelor’s degree and five years or more relevant experience
- Extensive understanding of portfolio management practices
- Technology proficiency in portfolio management tools
- Experience providing user training and support
- Knowledge of Croesus+ platform functionality Leverage your expertise to enhance wealth management solutions at National Bank.

📌 Wealth Management Senior Advisor Role (Montreal)
🏢 National Bank of Canada
📍 Montreal