BILINGUAL SENIOR BUSINESS ADVISOR, FINANCIAL MANAGEMENT, BUSINESS TRANSITION AND STRATEGY - 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
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 incorporating:
Objectives
Performance indicators
Governance mechanisms
Accountability structures
Follow-up processes
Use digital and AI-enabled tools to support scenario planning, business analysis, and operational effectiveness.
Engagement delivery, collaboration & business development
Manage 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 FOR
Language
Perfect bilingualism in French and English, due to the responsibilities of the position
Education
Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
Professional experience
Approximately 10 years of progressive experience in one or more of the following areas:
Financial leadership
Financial management
Financial advisory services
Experience advising business owners, entrepreneurs, executive leaders, or management teams on:
Financial planning
Financial modelling
Financial performance management
Cost management Process improvement
Experience developing and implementing:
Financial forecasts
Cash flow models
Budgets
Management reporting tools
Performance measurement frameworks
Experience managing client-facing advisory or consulting engagements.
Practical experience supporting one or more of the following:
Business transition
Succession planning
Mergers and acquisitions (M&A)
Post-merger integration
Strategic planning
Strategy execution
Technical and business skills
Financial analysis
Financial planning and analysis (FP&A)
Financial modelling
Cash flow management
Budgeting and forecasting
Working capital management
Cost accounting
Profitability analysis
Key performance indicators (KPIs)
Dashboard and management reporting design
Process improvement
Business performance management
Strategic analysis
Enterprise value assessment
Project management within a client-service environment
Use of digital tools and artificial intelligence for analysis and decision support.
Core competencies
Client-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 qualifications
Education & credentials
Chartered Professional Accountant (CPA) designation.
Master of Business Administration (MBA).
Other relevant professional designations related to finance, strategy, consulting, or business transition.
Professional experience
Experience 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 accessibility@bdc.ca.
While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.