Senior Advisor, Business And Planning Jobs in Montreal, Canada at BDC
Position: SENIOR ADVISOR, BUSINESS PERFORMANCE AND PLANNING
Location: Montreal
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
BDC is the only bank dedicated exclusively to Canadian entrepreneurs, supporting the growth of small and medium‑sized businesses across Canada. As Senior Advisor, Business Performance & Planning you act as a strategic business partner within the Business Performance & Planning team, supporting client‑facing business lines under the COO, with a primary focus on Advisory Services.
Positioned at the intersection of strategy, performance, and financial planning, this role ensures that corporate plans, forecasts, and performance objectives reflect business realities, market dynamics, and strategic priorities. Your work contributes directly to informed decision‑making that supports Canadian businesses, in an environment where you can be yourself at work and where inclusion, equity, and diversity are valued.
CHALLENGES TO BE MET
Act as a trusted business partner to Advisory Services leadership, COO leadership, and Finance, ensuring alignment between business strategy, planning assumptions, and corporate performance objectives in support of Canadian entrepreneurs.
Lead the definition of business requirements, drivers, and assumptions for Advisory Services corporate planning and volume forecasting, collaborating closely with Finance as model owner.
Ensure Advisory Services volume forecasts and service delivery assumptions reflect business levers, operational constraints, market conditions, economic trends, and government program impacts.
Translate strategic questions, market dynamics, and policy or program changes into clear planning assumptions, scenarios, and narratives to inform forecasting, capacity planning, and corporate planning decisions.
Ensure Advisory Services leadership has the required inputs to align Performance Guidelines with approved Corporate Plan assumptions.
Analyze and validate planning outputs to identify risks, gaps, and opportunities, and assess related financial and operational impacts.
Prepare clear syntheses, recommendations, and executive‑level presentations for senior management and key stakeholders, using strong business storytelling and influence to support adoption of decisions.
Contribute to broader business performance and planning initiatives across other client‑facing business lines under the COO, including targets, OPEX planning, and performance monitoring.
Identify opportunities to improve planning processes, governance, clarity of assumptions, and cross‑functional collaboration across Performance, Advisory Services, and Finance.
Leverage AI‑enabled tools to improve analytical efficiency, insight generation, and the robustness of planning and decision‑making processes.
WHAT WE ARE LOOKING FOR
Required qualifications
Bachelor’s degree in finance, economics, business administration, analytics, or a related field.
Minimum 10 years of progressive experience in business performance management, business planning, strategic analysis, financial analysis, or comparable analytical roles.
Experience operating as a senior analytical or business partner to leadership, with demonstrated ability to influence decision‑making in complex and ambiguous environments.
Advanced proficiency in Microsoft Excel
,…
Title: Senior Advisor, Business And Planning
Company: BDC
Location: Montreal, Canada
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