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Strategic Planning Advisor

2 months ago

Montreal, Quebec, Canada National Bank Full time
About the Role

This is a unique opportunity to join the Initiative Portfolio Management and Business Strategy team at National Bank as a Senior Advisor, Strategic Planning. As a key member of this team, you will play a crucial role in driving the strategic planning cycle and business plan for Wealth Management.

Key Responsibilities
  • Develop Business Plan: Contribute to the development of the business plan for Wealth Management and its business lines, ensuring consistency and ongoing alignment between the business lines and the Bank's vision.
  • Lead Strategic Planning Cycle: Lead, coordinate, and continuously improve the strategic planning cycle, including organizing sessions, agenda, content, logistics, and more.
  • Complex Analysis and Recommendations: Lead complex analyses and business case studies, present findings, and make recommendations to facilitate decision-making and influence strategic orientations, prioritization of initiatives, and performance of the sector and the Bank.
  • Monitor Performance: Maintain an ongoing view of the business plan, monitor performance (achievements, elements to watch, upcoming activities), and make recommendations to achieve objectives based on findings, progress, and changes in the business context.
  • Presentations and Reports: Coordinate, produce, and distribute presentations and reports on the performance of the business plan and the progress status of strategic priorities.
  • Information Consolidation: Consolidate information, write executive content, and prepare communications on the progress of the business plan, ensuring the accuracy of the information.
  • Collaboration and Influence: Work closely with business lines, partners, and other sectors to influence strategic orientations and business plan evolution, optimize strategy alignment, and ensure convergence.
  • Stay Informed: Be curious and stay informed of best practices, new developments (projects and technologies), and industry trends to identify opportunities and enrich strategic discussions.
About the Team

You will be part of a dynamic and passionate team of six colleagues, reporting to the Senior Manager, Initiative Portfolio Management & Business Strategy. Our team is at the heart of the transformation and works closely with Wealth Management business lines, partners, and other sectors to deliver the business plan and manage actively the portfolio of strategic initiatives.

What We Offer
  • Continuous Learning Opportunities: A variety of continuous learning opportunities to support your development, including learning in action, access to training content, and collaboration with colleagues with diverse expertise and profiles.
  • Hybrid Work: The opportunity to benefit from hybrid work, ensuring greater flexibility.
Requirements
  • Education and Experience: Bachelor's degree related to the industry (Finance, Administration, Marketing, Communication) and 10 years of relevant experience or Master's degree related to the industry and 8 years of relevant experience.
  • Knowledge and Understanding: Knowledge and understanding of the Wealth Management sector and/or investment.
  • Strategic Planning Experience: Experience in strategic planning or ability to think strategically.
  • Writing and Synthesis Skills: Excellent writing and synthesis skills (executive and strategic writing).
  • Technical Skills: In-depth knowledge of PowerPoint and SharePoint tools.
  • Leadership and Influence: Leadership, political acumen, and strong ability to influence.
  • Team Spirit and Collaboration: Strong team spirit, interpersonal, and collaboration skills.
  • Ability to Deal with Ambiguity: Ability to deal with a high degree of ambiguity.