BILINGUAL SENIOR BUSINESS ADVISOR, FINANCIAL MANAGEMENT, BUSINESS TRANSITION ANDSTRATEGY (Montreal)

BILINGUAL SENIOR BUSINESS ADVISOR, FINANCIAL MANAGEMENT, BUSINESS TRANSITION ANDSTRATEGY (Montreal)

22 Oct
|
BDC
|
Montreal

22 Oct

BDC

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:

- Versatile 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

At 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 MET

Financial 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 plans
- Financial forecasts
- Cash flow models
- Scenario analyses
- Key performance indicators (KPIs)
- Dashboards
- Costing models and analyses
- Management reporting tools

- Improve client capabilities in:

- Budgeting
- Forecasting
- Working capital management
- Profitability analysis
- Cost management
- Financial controls
- Financial decision-making

- Translate financial analysis into operational and strategic recommendations for business owners and leadership teams.
- Advise clients on:

- Business performance
- Investment decisions
- Financing requirements
- Financial and business risks
- Value creation opportunities

- Contribute 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 transfers
- Succession planning
- Sale preparation
- Mergers and acquisitions (M&A;)
- Post-transaction integration

- Assess:

- Financial readiness
- Enterprise value drivers
- Strategic and financial risks

- Develop transition and succession roadmaps to support continuity, value preservation, and stakeholder alignment.
- Support strategic planning engagements through:

- Strategic analysis
- Evaluation of strategic options
- Development of implementation plans

- Design and implement strategy execution frameworks incorporati

📌 BILINGUAL SENIOR BUSINESS ADVISOR, FINANCIAL MANAGEMENT, BUSINESS TRANSITION ANDSTRATEGY (Montreal)
🏢 BDC
📍 Montreal

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