Senior Advisor, Marketing Technology & Special Projects

Banque Nationale du Canada; Calgary; Hybrid; CAD 120,000 - 170,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Community involvement

Virtual sleep clinic

Job summary

National Bank Financial – Wealth Management is seeking a Senior Advisor, Marketing Technology and Special Projects to lead the transformation of marketing services for Wealth Advisors across Canada. You will shape a high‑performing marketing tech ecosystem with a focus on scalable platforms and seamless user experiences.

The role blends strategic thinking with hands‑on execution, translating business needs into technical solutions and driving operational excellence across cross‑functional teams

Qualifications

• Marketing technology, marketing operations, digital transformation, or project management experience.
• Experience selecting, implementing, and optimizing platforms such as CMS, DAM, marketing automation, or email tools.
• Ability to design workflows and self-service solutions prioritizing quality and user experience.
• Proven track record leading multi stakeholder initiatives with tech teams and vendors.
• Knowledge of wealth management or financial services is an asset.

Responsibilities

• Design and optimize advisor-facing digital solutions across websites, CMS, email tools, and self-service platforms.
• Evaluate and improve marketing technology platforms, including automation and DAM workflows.
• Lead marketing technology initiatives by translating business needs into scalable solutions.
• Improve operational processes, resource planning, and platform workflows for efficiency.
• Develop performance dashboards and reporting frameworks for continuous improvement.
• Identify opportunities to enhance marketing capabilities and advisor support through tech.

Skills

Marketing technology

Project management

Strategic thinking

Stakeholder management

Influence building

Ambiguity navigation

Organizational skills

Continuous improvement

Education

University certificate

Bachelor's degree

Master's degree

Tools

CMS platforms

Marketing automation platforms

Email marketing tools

Job description

Senior Advisor, Marketing Technology & Special Projects

Hybrid

Job number

35826

Category

Senior Professional

Status: Permanent

Schedule: Full-Time

01-Oct-2026

Area(s) of interest: Communications and public relations, Marketing

A career as a Senior Advisor, Marketing Technology and Special Projects in the Marketing team at National Bank Financial - Wealth Management means playing a key role in the transformation of marketing services delivered to Wealth Advisors across Canada.

We’re on an ambitious journey to build a high-performing marketing team that will deliver best-in-class marketing services, helping Wealth Advisors grow their business and strengthen client relationships. To fuel this vision, we are looking for a technology-minded marketing professional who is passionate about creating smarter platforms, tighter processes, and scalable solutions that enable high-performing teams to do their best work – all while keeping in mind the most seamless, white-glove user experience.

Reporting to the Senior Director, Marketing, at National Bank Financial – Wealth Management, you will help build the future of our marketing technology ecosystem. You are comfortable moving between strategic thinking and hands‑on execution, whether evaluating the platforms and capabilities needed to support future growth or solving operational challenges that improve the day-to-day experience of Wealth Advisors and business partners.

This role allows you to have a positive impact on our organization through your expertise in marketing technology, digital platforms, process optimization, project leadership, and business transformation.

Your role

• Design and optimize advisor-facing digital solutions, including websites, microsites, content management systems, email marketing tools, and self-service platforms that enhance the Wealth Advisor and client experience.
• Evaluate, implement, and continuously improve our marketing technology platforms and tools, including project management, digital asset management, automation, and workflow solutions.
• Lead and coordinate marketing technology initiatives by translating business needs into scalable technical solutions and collaborating with digital, technology, and partners.
• Improve and streamline operational processes, resource planning activities, and platform workflows to increase efficiency, drive adoption, and support a seamless service experience.
• Develop and monitor performance dashboards, operational metrics, and reporting frameworks that provide actionable insights and support continuous improvement.
• Identify and implement innovative opportunities to enhance marketing capabilities, Wealth Advisor support services, and future marketing offerings through technology and automation.

Your team

Our growth‑minded, high‑performing team consists of specialists across Canada who work in an effective, agile, proactive, and collaborative manner.

Within the Marketing department, you are part of a team focused on transformation, innovation, and operational excellence. Our team stands out for its entrepreneurial mindset, commitment to continuous improvement, and dedication to delivering exceptional marketing solutions that support Wealth Advisors across Canada.

We aim to offer you maximum flexibility to promote your quality of life. This includes a hybrid work environment and a flexible, adaptable schedule.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support always available to you.

Requirements

• Hold a university certificate and 7 years of relevant experience; OR a bachelor's degree and 5 years of relevant experience; OR a master's degree and 3 years of relevant experience.
• Experience in marketing technology, marketing operations, digital transformation, business transformation, or project management.
• Experience selecting, implementing, and optimizing platforms such as content management systems, project management tools, digital asset management platforms, marketing automation solutions, or email marketing technologies.
• Experience designing and improving workflows, self‑service solutions, and operational processes that balance quality, efficiency, and user experience.
• Experience leading complex, multi‑stakeholder initiatives and collaborating with technology teams, vendors, and business partners.
• Knowledge of wealth management, financial services, advisor‑facing environments, or performance measurement practices is considered an asset.
• Strategic thinking and problem‑solving.
• Ability to influence and build partnerships across cross‑functional teams.
• Strong stakeholder relationship management skills.
• Ability to navigate ambiguity and drive results in a fast‑paced environment.
• Strong organizational and prioritization skills.
• Continuous improvement and growth mindset.

Languages:

Reason to require this language: you will need to work closely with our colleagues outside Quebec.

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Change Management Communication Driving Results Emotional Intelligence Marketing Negotiation Organization Skills Outbound Marketing Product Marketing Project Management Sales & Marketing Wealth Management Client-focused Decision Making Mobilization

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• 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?

Why work at National Bank?

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on‑the‑job learning and training, co‑development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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