Senior Advisor Innovation and Performance

National Bank of Canada; Montreal (administrative region); Hybrid; CAD 110,000 - 160,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank of Canada is seeking a Senior Advisor, Innovation and Performance within the Insurance Sales and Distribution team. The role offers a strategic partnership to transform the sector using innovation, AI, and high-value technology initiatives that drive growth and improve experiences for clients and employees.

You will lead initiatives, coordinate cross-functional teams, and shape an innovation roadmap that accelerates distribution transformation and business performance.

Qualifications

• Bachelor’s degree or Master’s degree and several years of relevant experience.
• Experience in innovation, digital transformation, or technology-driven initiatives.
• Strong understanding of generative AI, LLMs, automation, and emerging technologies.
• Experience in distribution, advisory, and sales in financial services or insurance.

Responsibilities

• Lead innovation and transformation initiatives aligned with strategic priorities and growth.
• Identify and prioritize AI, automation, and innovation opportunities to improve performance and client experience.
• Develop and evolve the innovation roadmap for distribution practices and business ambitions.
• Coordinate development, testing, deployment, and adoption of new digital solutions with partners and teams.
• Assess value, feasibility, risks, and impacts; provide strategic recommendations based on KPIs.
• Monitor trends to identify opportunities for the insurance sector.

Skills

Active collaboration

Artificial Intelligence

Automation

Digital Transformation

Governance

Risk and Compliance

Initiative

Innovation Development

Insurance

Learning Agility

Resiliency

Sales

Solution Delivery

Teamwork

Education

Bachelor’s degree

Master’s degree

Job description

A career as a Senior Advisor, Innovation and Performance within the Insurance Sales and Distribution team at National Bank means acting as a strategic partner in the sector’s transformation and innovation journey.

In this role, you will have a direct impact on the organization’s growth and performance through your expertise in innovation, artificial intelligence, and the development of high-value technology initiatives. You will help identify, design, and implement innovative solutions that optimize sales, increase team capacity, enhance both client and employee experiences, and support the sector’s growth ambitions.

A career as a Senior Advisor, Innovation and Performance within the Insurance Sales and Distribution team at National Bank means acting as a strategic partner in the sector’s transformation and innovation journey.

In this role, you will have a direct impact on the organization’s growth and performance through your expertise in innovation, artificial intelligence, and the development of high-value technology initiatives. You will help identify, design, and implement innovative solutions that optimize sales, increase team capacity, enhance both client and employee experiences, and support the sector’s growth ambitions.

Your Role

• Lead innovation and transformation initiatives aligned with the sector’s strategic priorities and growth objectives.
• Identify, prioritize, and recommend innovation, artificial intelligence, and automation opportunities aimed at improving business performance, productivity, and the client experience.
• Develop and evolve the innovation roadmap to accelerate the transformation of distribution practices and support business ambitions.
• Coordinate the development, testing, deployment, and adoption of new digital solutions in collaboration with business partners and specialized teams.
• Assess the business value, feasibility, risks, and impacts of initiatives, and formulate strategic recommendations based on performance indicators.
• Monitor emerging trends, technologies, and business models to identify relevant opportunities for the insurance sector.

Your Team

Within the Insurance sector, you will join the Sales and Distribution team, which plays a key role in business development, the evolution of distribution practices, and the achievement of National Bank Insurance’s growth objectives.

You will contribute to transforming the way we work, advise, and serve our clients by leveraging innovation and emerging technologies to deliver tangible business results.

You will work closely with Distribution, Technology, Data, and Risk teams to design and integrate innovative solutions across our various distribution channels.

Our team is recognized for its strategic vision, strong connection to business realities, collaborative mindset, and commitment to using innovation as a driver of growth, efficiency, and continuous improvement.

We strive to provide maximum flexibility to support your quality of life. This includes a hybrid work environment, as well as a flexible and adaptable schedule.

National Bank values continuous development and internal mobility. Our personalized learning programs, based on experiential learning, help you master your profession and develop new areas of expertise. Resources such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring opportunities, are available to you at all times.

Requirements

• Bachelor’s degree and a minimum of eight years of relevant experience, or a Master’s degree and a minimum of six years of relevant experience.
• Significant experience in innovation, digital transformation, business strategy, or the development of technology-driven initiatives.
• Strong understanding of generative artificial intelligence, large language models (LLMs), automation, and emerging technologies.
• Solid understanding of distribution, advisory, and sales environments within the financial services or insurance industry.
• Experience evaluating, prioritizing, and implementing high-value business initiatives.
• Knowledge of experimentation principles, proof-of-concept methodologies, change management, and large-scale deployment practices.

Languages: French
Required skills: Active collaboration, Artificial Intelligence, Automation, Digital Transformation, Governance, Risk and Compliance, Initiative, Innovation Development, Insurance, Learning Agility, Resiliency, Sales, Solution Delivery, Teamwork

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!