Senior Advisor ETF Communications and Strategy (Montreal)

A career as a Senior Advisor, ETF Communications and Strategy within the Sales Enablement and Digital Strategy team at National Bank Investments (NBI) means playing a central role in the positioning and adoption of NBI ETFs across multiple distribution channels.

You play a key role in the development and execution of content strategies, tools and training programs designed to maximize the impact of sales teams. This role combines content strategy, training and project management, supporting ETF launches, the ongoing evolution of the product offering and sales initiatives.

Acting as a key point of convergence between Product, Sales, Marketing and Compliance teams, you translate complex investment concepts into clear, compelling and compliant communications for investors, advisors and internal stakeholders. Through your expertise, you contribute directly to increasing the awareness, understanding and adoption of NBI ETFs.

Your role

• Design and lead ETF‑related content strategies, tools and training programs to maximize the impact of sales initiatives across B2C and B2B channels
• Develop clear, consistent and accessible messaging by translating investment strategies, portfolio construction and performance drivers for various target audiences
• Structure and maintain narratives, value propositions and differentiated positioning for ETFs targeting self‑directed investors, advisors and hybrid client segments
• Produce educational content, insights and best practices to support sales teams, distribution partners, and field initiatives
• Act as an ETF subject‑matter reference, monitoring market trends, competitive positioning and industry best practices, and translate insights into actionable messaging
• Manage end‑to‑end strategic ETF projects, including product launches, enhancements and continuous improvement initiatives, while ensuring stakeholder alignment and performance tracking

Your team

National Bank Investments is a leading investment fund manager, composed of experts dedicated to delivering creative investment solutions to individual and institutional investors. Within the Sales Enablement and Digital Strategy sector, you are part of a dynamic and collaborative team that values continuous learning, knowledge sharing and innovation. You report to a manager committed to fostering an environment where collaboration, rigor and impact are top priorities.

Requirements

• Bachelor’s degree in Finance, Business Administration, Economics or related field, with a minimum of five years of relevant experience
• Demonstrated expertise in the Canadian ETF industry, including both traditional and alternative solutions
• Strong experience in financial communications and multichannel content strategy
• Proven experience in project management and training content development
• Solid understanding of the positioning of investment solutions for wealth management partners
• Ability to simplify complex concepts, adapt in a fast‑evolving environment, and demonstrate excellent written and verbal communication skills

Your benefits

• Competitive compensation and flexible benefits
• Health and wellness program with diverse 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

Our dynamic work environments and cutting‑edge collaboration tools foster a positive employee experience. We value employees’ ideas and encourage ongoing feedback and communication.

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!