REGIONAL ADVISOR, OPERATIONAL EXCELLENCE- ADVISORY SERVICES - Montreal
Role Overview
The Regional Advisor, Operational Excellence supports the reach, effectiveness, and impact of Advisory Services.
The role coordinates national strategies and regional priorities in support of Advisory Services leadership.
The position has a dotted-line relationship to the VP, Advisory Services, who prioritizes, sequences, and approves initiatives before execution.
Key Skills for This Role
Full Job Posting
Role overview
The Regional Advisor, Operational Excellence supports the reach, effectiveness, and impact of Advisory Services.
The role coordinates national strategies and regional priorities in support of Advisory Services leadership.
The position has a dotted-line relationship to the VP, Advisory Services, who prioritizes, sequences, and approves initiatives before execution.
Strategy, reporting, and improvement
- Lead regional rollout of approved strategies, content, products, and go-to-market initiatives; adapt national frameworks to regional priorities.
- Coordinate national and regional execution, manage initiatives and roadmaps, and monitor performance indicators.
- Produce reporting, support client targeting and portfolio mining, and provide actionable insights for regional decisions.
- Coordinate Small Segment learning and development content and presentations.
- Consolidate improvement opportunities, investigate root causes, support solutions, document improvements, and bring national process improvements forward.
- Coordinate approved activities with Directors and support anchor days and other culture and engagement activities.
- Manage Client Partner and Business Advisor onboarding, coordinate training and webinars, and communicate solutions, tools, process changes, and templates.
Education and experience
- Bachelor’s degree in Business Administration, Marketing, or a related field.
- 3–5 years of experience in project management, reporting insights, and stakeholder collaboration.
Core competencies
- Strong analytical mindset, including the ability to identify root causes and propose solutions.
- Excellent relationship-building and communication skills.
Work model
- The employer describes its work model as hybrid.
Benefits and development
- Benefits include an employee savings and investment plan with employer matching, a defined benefit pension plan, and a $750 wellness and health care spending account.
- The employer describes paid vacation, personal days, sick days as necessary, and office closure from December 25 to January 1.
- Learning, training, and development opportunities are offered.
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