Skip Navigation

Senior Advisor Portfolio Management

Apply now Job ID 21681759424 Date posted 01/12/2022

Primary Locations: Montreal, Quebec

Employee Status: Regular

Schedule: Full-time

As Senior Advisor, Portfolio Management reporting to the Senior Manager, Portfolio and Performance Management, Personal and Commercial (P&C), you will be responsible for the sound management and continuous prioritization of the P&C portfolio (including the Digital, Client Experience, Data, CEC, and Insurance sectors). You will also work with the P&C Performance team reporting to the Senior Manager, as well as the Business Strategy team.

Your main challenges:

  • Contribute to these initiative-related activities:
    • Prioritize initiatives
    • Follow up on project delivery
    • Manage capacity
    • Manage interdependencies
  • Actively participate with sector prioritization committees in the ongoing project approval process
  • Follow, gauge, and analyze the P&C portfolio by creating and maintaining dashboards, KPIs, and executive presentations
  • Analyze the portfolio and make recommendations to the Senior Manager to optimize costs, benefits, sequencing, cross-sector alignment and its maintenance, and the global strategic alignment

More specifically, you’ll be required to:

  • Document and upgrade P&C portfolio management processes and tools along with developments at the Bank
  • Provide ongoing follow-up on sector prioritization committee projects:
    • Document the process (approvals, comments, points to be followed up, etc.)
    • Ensure that the documentation is adequate
    • Carry out business case analyses for projects requesting prioritization and/or additional budget
    • Create connections between the various prioritization committees across the Bank
  • Work closely with several P&C sectors as well as the Strategic Initiatives Financial Performance group to provide ongoing project follow-up
  • Manage the portfolio management tools and processes (reporting, new requests, access, etc.)
  • Implement KPIs/dashboards and track the progress and the health status of the project portfolio
  • Analyze databases from multiple sources

Competencies required:

  • A completed bachelor’s degree in a related field and 7 years of relevant experience OR a completed master's degree in a related field and 5 years of relevant experience
  • Good understanding of business challenges and various technologies
  • Expertise in Microsoft Office, more specifically Microsoft Excel and PowerPoint
  • Ability to summarize information quickly
  • Experience in the development of metrics and dashboards
  • Knowledge of reporting and data visualization best practices
  • Strong knowledge of project and portfolio financial performance
  • Bilingual, both spoken and written (English and French)

Preferred competencies :

  • Solid knowledge of the various P&C business units
  • Good knowledge of Power BI and SharePoint
  • Knowledge of software like Power Apps and Power Automate

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

  • Health and wellness program, including many benefits
  • Flexible group insurance
  • Defined benefit pension plan
  • Employee Share Ownership Plan
  • Employee and family assistance program
  • Preferred banking services
  • Volunteer program
  • Telemedicine
  • Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic. 

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.   Our mission is to have a positive impact on peoples' lives.

Our core values of partnership, agility, and empowerment inspire us,  and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. 

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.

We welcome all candidates! What can you bring to our team?

Ready to live your ambitions?


JobField: Project Management

Unposting Date: 2022-01-26

Job Number: PRO001F4

Posting Date: 2022-01-12

Apply nowSend this opportunity via email

Job Matching

Let us search jobs for you based on the skills and experience listed in your profile.

Start matching