REGIONAL ADVISOR, OPERATIONAL EXCELLENCE- ADVISORY SERVICES - 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
The Regional Advisor, Operational Excellence plays a pivotal role in accelerating the reach, effectiveness, and impact of Advisory Services (AS).
The role supplements Advisory Business Development and Delivery efforts by translating national strategies and regional priorities into coordinated, actionable execution, in direct support of AS leadership.
Acting as a strategic connector and enabler, the Regional Advisor works in close collaboration with AS leaders, ensuring alignment with the AS Strategy, enabling consistency, strengthening execution discipline, and reinforcing a cohesive national AS practice. This role operates with a dotted line relationship to the VP, Advisory Services, who is responsible to prioritize, sequence, and approve the initiatives, activities, and contributions before execution.

CHALLENGES TO BE MET
Strategic Execution and Collaboration
Lead the regional rollout of approved AS strategies, content, products, and GTM initiatives for the West.
Interpret national frameworks and adapt them to regional priorities and realities.
Act as a coordination point between national strategy teams and AS regional leadership to support disciplined execution.
Manage regional initiatives and roadmaps using sound project management practices.
Monitor performance indicators (e.g., conversion, client satisfaction, repeat engagements) and translate insights into actionable recommendations for AS regional leaders.

Data, Reporting & Targeting
Produce data and reporting on measures (manual in the short term, with a focus on identifying solutions to automate over time).
Support proactive targeting and portfolio mining in close collaboration with Client Partners (CPs).
Provide actionable insights to support prioritization and decision making by AS regional leadership.

Learning & Development (Small Segment)
Support Learning & Development initiatives for the AS Small Segment by coordinating and developing training and internal presentation content for Small Segment stakeholders with a focus on increasing autonomy and consistency with increasing overall success of Account Managers.

Continous Improvement
Act as the point person for consolidating continuous improvement opportunities across the region.
Investigate issues, identify root causes, propose solutions, and support implementation.
Document improvements and share insights with the leaders to speed up execution, improve collaboration, increase operational efficiency
Bring national process and operational improvements forward for review and deployment within the region.

Events and Strategic Activities
Support AS Directors in the execution of approved activities. Coordinate, track, and report.
Ensure alignment with AS priorities and consistency in execution.

Culture and Engagement
Lead activation of the anchor days by preparing agenda and content and contributing to the event coordination. 
Support “moments that matter” activations (e.g., work anniversaries, key milestones) and contribute to a strong, connected, and engaged AS regional culture.

Training and Communication
Project manage onboarding for Client Partners (CPs) and Business Advisors (BAs) to ensure consistency and quality.
Coordinate impactful regional training sessions, webinars, and updates.
Ensure timely and clear communication of new solutions, tools, process changes, and templates across the region.

WHAT WE ARE LOOKING FOR
Education and Experience
Bachelor’s degree in Business Administration, Marketing, or a related field.
3–5 years of experience in project management, reporting insights, and stakeholder collaboration.

Core Competencies
Strong analytical mindset with the ability to identify root causes and propose solutions.
Excellent relationship building and communication skills.
Proven ability to manage multiple priorities in a fast-paced environment.
Comfort working independently while collaborating within a national, cross regional team.
Strong adaptability and execution discipline.
Client centric mindset focused on impact at scale.

Technical Skills
Advanced proficiency in Microsoft Office 365 (Excel, PowerPoint, Word, CoPilot).

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 .

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