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:Adaptable 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 fewIn addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1A hybrid work model that truly balances work and personal lifeOpportunities for learning, training and development, and much more...Explore the BDC Way in our Culture BookPOSITION OVERVIEWAt BDC, the only bank dedicated exclusively to Canadian entrepreneurs, your work contributes directly to the success and growth of small and medium-sized businesses across Canada. As a Senior Business Advisor, you lead and deliver high-value advisory engagements that help entrepreneurs strengthen financial performance, improve decision-making, and build enterprise value.This role combines a primary focus on Financial Management (approximately 70%) with a complementary focus on Business Transition and Strategy (approximately 30%). You provide practical, actionable advice that supports growth, ownership transitions, integration initiatives, and strategic change within SME environments.CHALLENGES TO BE METFinancial management (primary focus | approximately 70%)Deliver financial management advisory engagements for small and medium-sized enterprises (SMEs).Assess financial performance, management practices, and financial processes to identify improvement opportunities.Develop and implement:Financial plansFinancial forecastsCash flow modelsScenario analysesKey performance indicators (KPIs)DashboardsCosting models and analysesManagement reporting toolsImprove client capabilities in:BudgetingForecastingWorking capital managementProfitability analysisCost managementFinancial controlsFinancial decision-makingTranslate financial analysis into operational and strategic recommendations for business owners and leadership teams.Advise clients on:Business performanceInvestment decisionsFinancing requirementsFinancial and business risksValue creation opportunitiesContribute to the development and continuous improvement of financial management methodologies, advisory tools, and service offerings.Apply digital tools and artificial intelligence solutions to support analysis, modelling, forecasting, and decision-making.Business transition & strategy (complementary focus | approximately 30%)Advise entrepreneurs on business transition initiatives, including:Ownership transfersSuccession planningSale preparationMergers and acquisitions (M&A;)Post-transaction integrationAssess:Financial readinessEnterprise value driversStrategic and financial risksDevelop transition and succession roadmaps to support continuity, value preservation, and stakeholder alignment.Support strategic planning engagements through:Strategic analysisEvaluation of strategic optionsDevelopment of implementation plansDesign and implement strategy execution frameworks incorporating:ObjectivesPerformance indicatorsGovernance mechanismsAccountability structuresFollow-up processesUse digital and AI-enabled tools to support scenario planning, business analysis, and operational effectiveness.Engagement delivery, collaboration & business developmentManage advisory engagements including scope, budget, timelines, risks, client expectations, and deliverable quality.Oversee and review work completed by external delivery partners when required.Conduct client diagnostics and contribute to the development of customized advisory proposals.Support business development activities and the sale of advisory mandates.Collaborate with Client Partners and Business Advisors to deliver integrated solutions and share technical expertise.Develop and present thought leadership content, knowledge-sharing materials, and practice-related insights.Participate in special projects that support the growth and evolution of BDC Advisory Services.WHAT WE ARE LOOKING FORLanguagePerfect bilingualism in French and English, due to the responsibilities of the positionEducationBachelor's degree in Accounting, Finance, Business Administration, or a related field.Professional experienceApproximately 10 years of progressive experience in one or more of the following areas:Financial leadershipFinancial managementFinancial advisory servicesExperience advising business owners, entrepreneurs, executive leaders,



or management teams on:Financial planningFinancial modellingFinancial performance managementCost management Process improvementExperience developing and implementing:Financial forecastsCash flow modelsBudgetsManagement reporting toolsPerformance measurement frameworksExperience managing client-facing advisory or consulting engagements.Practical experience supporting one or more of the following:Business transitionSuccession planningMergers and acquisitions (M&A;)Post-merger integrationStrategic planningStrategy executionTechnical and business skillsFinancial analysisFinancial planning and analysis (FP&A;)Financial modellingCash flow managementBudgeting and forecastingWorking capital managementCost accountingProfitability analysisKey performance indicators (KPIs)Dashboard and management reporting designProcess improvementBusiness performance managementStrategic analysisEnterprise value assessmentProject management within a client-service environmentUse of digital tools and artificial intelligence for analysis and decision support.Core competenciesClient-focused advisory approach.Analytical problem-solving and sound business judgment.Ability to translate complex financial and strategic concepts into practical recommendations.Executive-level written, verbal, facilitation, coaching, and presentation skills.Relationship-building and stakeholder management skills.Collaboration, adaptability, and business development orientation.Preferred qualificationsEducation & credentialsChartered Professional Accountant (CPA) designation.Master of Business Administration (MBA).Other relevant professional designations related to finance, strategy, consulting, or business transition.Professional experienceExperience in management consulting, business consulting, professional services, or advisory services.Experience delivering both standardized and customized consulting mandates for SMEs.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 [email protected] we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.
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📌 BILINGUAL SENIOR BUSINESS ADVISOR, FINANCIAL MANAGEMENT, BUSINESS TRANSITION AND STRATEGY - Montreal (Winnipeg)
🏢 Business Development Bank of Canada
📍 Winnipeg