SENIOR BUSINESS ADVISOR, STRATEGIC PLANNING AND BUSINESS TRANSITION, BDC ADVISORY SERVICES

BDC • Montreal, QC

3d • Hybrid

About The Position

As a Business Advisor within the Strategic Planning and Business Transfer team at BDC Advisory Services, you will play a key role in supporting entrepreneurs through critical stages of growth and transition. You will be responsible for managing and delivering customized advisory projects, with a focus on strategy, planning, and business transfer. Leveraging your expertise in artificial intelligence, strategic management, and business transitions (including mergers, acquisitions, and succession planning), you will contribute to creating long-term value for clients. You will also support the visibility of the “Strategy” Centre of Expertise by developing marketing content and contributing to business development initiatives.

Requirements

• Bachelor’s degree in business, MBA or related professional designation preferred.
• Minimum of ten years in an advisory firm with experience developing strategic plans and providing one/one advice.
• Strong understanding of how to develop pragmatic strategic plans that are relevant to an SME business environment and provide required strategic advice support to the business as required.
• Demonstrated expertise in business transition processes, including mergers, integrations, selling, and succession planning.
• Experience leveraging artificial intelligence in business strategy development and implementation.
• Proven experience in implementing and managing strategy execution or management frameworks.
• Strong client and customer service orientation with a clear focus on delivering value to the client.
• Proven ability in managing and delivering standard and custom advisory projects.
• Knowledge of Project Management methodologies and best practices in the context of delivering services to clients.
• Demonstrated project management skills.
• Excellent communication and presentation skills as well as an ability to participate in outreach, promotion and business development support activities.
• Teamwork, collaboration and relationship-building skills.
• Bilingualism in French and English is required.

Responsibilities

• Deliver and manage standard and customized advisory projects to provide a unique offering of professional services to targeted entrepreneurs from a strategic perspective including strategic analysis, planning and advice.
• The focus will be on delivering professional, high-quality solutions that help the entrepreneur develop their business.
• Manage project delivery by monitoring project scope, budget, schedule and objectives as well as perform quality assurance on projects and deliverables.
• Provide practice expertise by being a “subject matter expert” and by staying current on market trends to support development and evolution of solutions and tools as well as contribute to business development support.
• Provide business development support by performing client need diagnostics and input for custom proposals and work in close association with client partners to support transfer of product/technical knowledge and expertise and assist with project delivery and business development support of new mandates.
• Contribute to practice outreach activities by developing marketing content and participating in the promotion of the “Strategy” Centre of Expertise.
• Advise and support clients through business transitions, including mergers, acquisitions, integrations, and succession planning (selling or transferring ownership).
• Guide entrepreneurs in preparing for and executing business transfers and succession strategies to ensure continuity and value preservation.
• Apply artificial intelligence tools and methodologies to enhance business strategy, decision-making, and operational efficiency.
• Implement and manage strategy execution frameworks to ensure effective realization of strategic plans and objectives.

Benefits

• Flexible and competitive benefits
• Employee Savings and Investment Plan where BDC matches part of your voluntary contributions
• Defined Benefit Pension Plan
• $750 wellness and health care spending account
• paid vacation each year
• five personal days
• sick days as necessary
• offices are closed from December 25 to January 1
• A hybrid work model

What This Job Offers

• Job Type: Full-time
• Career Level: Senior