SPECIALIST, PLANNING AND STRATEGY IMPLEMENTATION, ADVISORY SERVICES

BDC; Montreal (administrative region); Hybrid; CAD 120,000 - 165,000; Full time

Benefits offered by this job

Flexible benefits

Employee Savings Plan

Pension plan

Wellness & health spending account

Five personal days

Sick days

Hybrid work model

Learning & development

Job summary

BDC in Montreal seeks a Lead, Strategic Planning and governance – Advisory Services to translate enterprise priorities into integrated plans and governance routines. You will coordinate with Advisory Services leaders, Operations, Finance, and Corporate Strategy to align priorities with corporate objectives and report on performance.

You will orchestrate the AS management rhythm, prepare SVP/ASLT materials, surface dependencies and risks, and support executive decision-making.

Qualifications

• Strong analytical and synthesis skills; ability to convert complex information into clear recommendations, executive materials and action plans.
• Ability to coordinate initiatives across multiple senior stakeholders, manage dependencies, and influence without direct authority.
• Strategic thinker with experience driving cross-functional improvement programs, change management and implementation of operational priorities.
• Excellent interpersonal, stakeholder management, communication, presentation and facilitation skills.
• Autonomous work style with ability to handle confidential information under tight deadlines; support executive decision-making.
• Fluency in English and French with strong written and oral communication.

Responsibilities

• Translate priorities into integrated plans, governance routines, and performance follow-up actions.
• Coordinate with Advisory Services leaders, Operations, Finance, and other partners to align priorities and report on corporate objectives.
• Orchestrate AS management rhythm, including ASLT meetings, national forums, planning, and reporting.
• Support leadership decision-making by surfacing dependencies and risks.
• Ensure cross-functional alignment and integration across Advisory Services.
• Prepare materials required for SVP and ASLT decisions.

Skills

Analytical skills

Stakeholder coordination

Strategic thinking

Communication & facilitation

Autonomy

MS 365 proficiency

Bilingual communication

Education

Bachelor's degree in business administration, commerce, management, finance, marketing or another relevant discipline

Tools

PowerPoint

Excel

Microsoft 365

Job description

We are banking at another level.

Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.

Choosing BDC as your employer also means:

• Flexible and competitive benefits , including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few

• In addition to paid vacation each year, five personal days , sick days as necessary , and our offices are closed from December 25 to January 1

• A hybrid work model that truly balances work and personal life

• Opportunities for learning , training and development , and much more…

Explore the BDC Way in our Culture Book

POSITION OVERVIEW

Reporting to the Senior Vice President, Advisory Services, the Lead, Strategic Planning and governance – Advisory Services acts as the central lead for cross-Advisory planning, executive coordination, governance and performance. The incumbent translates enterprise, business line and operational priorities into integrated plans, governance routines, decision materials, performance planning and follow-up actions.

The role works with Advisory Services leaders, Operations teams, Business Planning & Performance, Finance, Corporate Strategy and other partners to ensure multi-area priorities are clearly articulated, aligned, tracked and reported in support of corporate objectives and business line performance.

The incumbent orchestrates the Advisory Services management rhythm, including ASLT meetings, national forums, annual planning, performance routines, executive reporting and selected cross-functional initiatives. The role supports leadership decision-making by tracking commitments and progress, surfacing dependencies, identifying risks.

The role does not replace the accountability of Advisory Services leaders. It strengthens alignment across their mandates by providing a single point of integration for strategic planning, performance, governance, and cross-functional follow-through.

CHALLENGES TO BE MET

Integrated planning and enterprise alignment

• Act as senior liaison between the SVP, Advisory leaders, COO teams, Finance, BP&I, Corporate Strategy and other stakeholders.
• Serve as the central coordination point for SVP matters, clarifying needs, gathering inputs and preparing timely recommendations.
• Align Advisory priorities with corporate objectives, enterprise processes, capacity, financial plans and cross-business dependencies.
• Lead Advisory Services annual business unit planning and portfolio progress, including prioritization, governance, deliverables, corporate alignment and prepare materials required for SVP and ASLT decisions.
• Coordinate Advisory input into corporate planning, government responses, COO / SMC reporting and other enterprise requests.

Strategic initiatives and governance

• Oversee and collaborate with BDC stakeholders on selected initiatives such as Client Experience, AS strategy, Employee Experience and other SVP-assigned cross-functional initiatives.
• Support the AS Transformation Lead in establishing governance for major transformation activities, ensuring alignment, risk visibility, execution follow-up and impact measurement.
• Own, orchestrate and contribute to AS Leadership Team meetings; national forums and offsites, including agendas, briefing materials, and follow-up plans.

Performance, financial planning and executive reporting

• Partner with the Business Performance & Planning team to:
• Deliver the Advisory Services performance guidelines (including facilitation of ASLT working sessions), scorecards and conduct related analysis to support fact-based management decisions and timely follow-up actions.
• Define the Advisory services financial plan, annual targets and annual budgets definition-distribution-monitoring for both advisory teams and financing teams (advisory targets).
• Prepare the report on business lines and SMC updates for Advisory Services.
• Own performance administration for AS employees; including analysis; insights and recommendations
• Collaborate with the Business Insights team on strategic KPIs
• Coordinate executive reporting, including COO QBR inputs, government responses and ad hoc requests.
• Produce insights and recommendations to support improvement, management decisions and in-year adjustments.

WHAT WE ARE LOOKING FOR

• Bachelor’s degree in business administration, commerce, management, finance, marketing or another relevant discipline.
• Approximately 8 to 10 years of relevant experience in consulting, business planning, enterprise project management, financial planning, operational execution, or strategy implementation.
• Strong analytical and synthesis skills, with the ability to convert complex information into clear recommendations, executive materials and action plans.
• Demonstrated ability to coordinate initiatives across multiple senior stakeholders, manage dependencies, and influence without direct authority.
• Demonstrated capability as a strategic thinker with experience driving cross-functional improvement programs, change management and implementation of operational priorities.
• Excellent interpersonal, stakeholder management, communication, presentation and facilitation skills.
• Ability to work autonomously, manage sensitive information with judgment and discretion, operate under tight deadlines and support executive-level decision-making.
• Strong command of PowerPoint, Excel and Microsoft 365 tools, with the ability to prepare executive-level materials and analysis.
• Excellent verbal and written communication skills in both official languages, French and English.

Proudly one of Canada’s Top 100 Employers and one of Canada’s Best Diversity Employers , we are committed to fostering a diverse, equitable, inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application, please do not hesitate to contact us at [e-mail].

While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.