CRM Product Owner

Attendance

Hybrid

Job number

33713

Category

Senior Professional

Status: Permanent

Type of Contract

Permanent

Schedule: Full-Time

Full Time / Part Time?

Full-Time

Posting date

22-Jun-2026

Area(s) of interest: Project management and agile methodology, Wealth management

Location(s): Montreal

A career as a CRM Product Owner in the wealth management team at National Bank means acting as a leader to evolve the Salesforce platform in alignment with the business vision. It means maximizing the value delivered by making decisions to guide projects, prioritizing activities to deliver as quickly as possible, while controlling risks, costs, and compliance.

This job allows you to make a real impact on the digital experience offered to advisors and head office teams, thanks to your expertise in product leadership and digital transformation.

Your job

Product Leadership

Function as a Product Owner (PO).

Collaborate closely with the squads daily to maximize business value.

Build, manage and prioritize the product backlog (epics, stories) considering risks, costs, compliance requirements, and interdependencies with other sectors.

Be the voice of users and stakeholders to guide development, continuously enhance, improve the employee experience to drive operational efficiency and customer engagement.

Establish the integration, communication, and change management strategy to ensure smooth adoption of new capabilities.

Be accountable for commitments (value, costs, timelines, and benefits).

Agile train collaboration

Inform of progress and priorities and function as a link between the different stakeholders within the ART.

Prepare the PI by having a detailed product backlog allowing for efficient planning and good predictability in collaboration with delivery teams and solution architects.

Ensure that cross-team dependencies and risks are identified, managed, and communicated effectively.

Function as an inspiring leader to help motivate teams and foster a collaborative environment for all stakeholders.

Your team

Within the Wealth Management sector, you will be part of a multidisciplinary team and report to the CRM Master product owner. You will work closely with delivery teams and key business partners to drive business growth and deliver quality digital experience for advisors. Our team stands out for its strong collaboration between business and technology teams, as well as its ability to evolve complex platforms in a dynamic and innovative environment

Prerequisites

Bachelor's or master's degree related to the industry and six years of relevant experience

Minimum 2 years of proven experience as a Product Owner (PO)

Knowledge and experience to evolve in Agile mode (Scrum, Kanban, SAFe)

Experience in managing large-scale technology projects

Demonstrated ability to lead multi-disciplinary teams

Influential leadership and excellent team player

Excellent communication, facilitation and stakeholder management skills

Ability to analyze, grasp and resolve complex issues quickly and assist in the formulation of relevant recommendations

Knowledge of the wealth management business and National Bank Financial (an asset)

Knowledge of Salesforce (an asset)

Languages:

English, French

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Skills

Agile Methodologies Budget Management Business Impact Analysis Change Management Communication Driving Results Emotional Intelligence Key Performance Indicators Organization Skills Problem Solving Project Governance Project Planning Requirements Management Risk Management Stress Management

Your benefits

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

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!

Why work at National Bank?

For an environment that supports your career path

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?

Discover our culture

Duration: 1 min 25 sec