Senior Advisor, Marketing Technology & Special Projects

National Bank of Canada; Montreal; Hybrid; CAD 110,000 - 190,000; 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 Financial - Wealth Management seeks a Senior Advisor, Marketing Technology and Special Projects to transform marketing services for Wealth Advisors across Canada. The role blends strategic thinking with hands-on delivery to build scalable marketing platforms and workflows that improve the advisor-client experience.

The team focuses on transformation, innovation, and operational excellence with a hybrid work model and flexible schedules to support work-life balance.

Qualifications

• University or higher degree with relevant experience in marketing technology and operations.
• Experience with marketing technology platforms, workflows, and digi transformation.
• Proven ability to design and optimize advisor-facing digital solutions.
• Demonstrated ability to lead multi-stakeholder initiatives and collaborate with tech teams.

Responsibilities

• Design advisor-facing digital solutions (sites, microsites, CMS, email tools) to enhance the wealth advisor and client experience.
• Evaluate and improve marketing technology platforms, including automation and DAM workflows.
• Lead marketing technology initiatives by translating business needs into scalable tech solutions.
• Improve processes, resource planning, and platform workflows for efficiency and adoption.
• Develop and monitor performance dashboards and reporting frameworks for insights.
• Identify opportunities to enhance marketing capabilities and advisor support via technology.

Skills

Agility

Change Management

Client-focused

Communication

Decision Making

Driving Results

Emotional Intelligence

Listening

Managerial Courage

Marketing

Meeting facilitation

Mobilization

Negotiation

Organization Skills

Outbound Marketing

Persuasion

Product Marketing

Project Management

Resiliency

Sales & Marketing

Team Alignment

Wealth Management

Education

University certificate + 7 years of experience

Bachelor's degree + 5 years of experience

Master's degree + 3 years of experience

Tools

Content management systems (CMS)

Project management tools

Digital asset management platforms

Marketing automation tools

Email marketing platforms

Job description

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.

Soft skills

• 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: French, English

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

Required skills: Agility, Change Management, Client-focused, Communication, Decision Making, Driving Results, Emotional Intelligence, Listening, Managerial Courage, Marketing, Meeting facilitation, Mobilization, Negotiation, Organization Skills, Outbound Marketing, Persuasion, Product Marketing, Project Management, Resiliency, Sales & Marketing, Team Alignment, Wealth Management

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?