Location
montreal, qc, Canada
Posted
July 13, 2026
Job Description
A career as a Senior Croesus+ Advisor within the Wealth Management Solutions team at National Bank means acting as a subject-matter expert for the Croesus+ platform. In this role, you will have a direct impact on the evolution of portfolio management practices by leveraging your expertise in wealth management, user support, and technology solution optimization.
Your Role
- Develop and implement training programs, learning content, and educational tools that promote the adoption and optimal use of the Croesus+ platform.
- Support portfolio managers in their use of the platform and advise them on best practices in portfolio management and model management.
- Provide specialized support to the network, analyze requests, coordinate issue resolution, and maintain a high-quality user experience.
- Identify i...