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Strategic Platform Consultant

2 months ago

Montreal, Quebec, Canada Banque Nationale du Canada Full time
Role Overview

As a fee-based platform advisor at Banque Nationale du Canada, you will play a key role in supporting the evolution of advisor pricing and the myWealth platform. Your expertise will be instrumental in producing high-quality analyses, reports, and presentations to promote the attractiveness of the fee-based platform for our Wealth Management advisors.

Key Responsibilities
  • Develop and maintain in-depth knowledge of the fee-based platform and its features
  • Collaborate with cross-functional teams to drive platform adoption and growth
  • Design and deliver compelling presentations and reports to stakeholders
  • Stay up-to-date with industry trends and best practices in wealth management pricing
Requirements
  • Strong analytical and problem-solving skills
  • Excellent communication and presentation skills
  • Ability to work effectively in a team environment
  • Proficiency in Microsoft Office and data analysis tools