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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong program and portfolio management capabilities, advanced executive writing, and the ability to synthesize complex information into actionable insights. Proficient in developing strategic narratives and high-quality communications for Board and executive audiences.
Highest-signal resume keywords
Program ManagementPortfolio ManagementExecutive WritingAnalytical SkillsBilingualism
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business ManagementStrategy DevelopmentData AnalysisPerformance ReportingProject ManagementDecision-MakingFinancial AnalysisPresentation SkillsRegulatory ComplianceRisk Management
Soft Skills
Influencing Without AuthorityConstructive ChallengeBuilding Trusted PartnershipsDiscretion and JudgmentSynthesis of Complex Issues
Tools & Technologies
PowerPointExcel
Industry Keywords
BankingFinancial ServicesBusiness ContinuityAudit CommitmentsLeadership Engagement
About the role
Key responsibilities & impact- Lead annual strategy and business planning, translating priorities into integrated plans, roadmaps, milestones and measurable outcomes
- Coordinate quarterly and monthly business reviews, annual objective setting, weekly leadership-team operating rhythm and monthly performance reporting
- Manage Retail Products, Data & Analytics, and Pricing & Yield Management priorities as a cohesive portfolio
- Track commitments, dependencies, risks, decisions, escalations, budgets, expenses, investments, benefits, vendor spend, scorecards and KPIs
- Translate performance insights into leadership narratives, actions and decisions
- Serve as trusted advisor to the Vice President and remove barriers to priority execution
- Own leadership-team agendas, meeting materials, decision and action logs, executive briefings, governance calendars and escalation tracking
- Coordinate approvals, submissions, Bank leadership forums, Board updates and senior executive updates
- Lead selected strategic assessments, remediation efforts, senior leadership requests and special projects
- Provide interim project management capacity by establishing scope, plans, governance, accountabilities and momentum
- Coordinate oversight of corrective action plans, audit and regulatory commitments, records and information management, business continuity, and policy and procedure updates
- Develop strategic narratives and prepare leadership updates, employee communications, strategy materials, and Board and executive presentations
- Plan and support leadership off-sites, planning sessions, recognition activities and employee engagement initiatives
- Synthesize complex information into concise, decision-ready materials and reinforce alignment and accountability
Requirements
What you’ll need- 7+ years of progressive experience in Chief of Staff, business management, strategy, management consulting or a comparable role
- Bachelor’s degree in business, finance, economics, strategy or a related field
- Exceptional program and portfolio management capabilities
- Strong analytical and structured problem-solving skills
- Ability to synthesize complex issues, develop recommendations and drive decisions
- Advanced executive writing, PowerPoint and Excel capabilities
- Ability to develop clear strategic narratives and high-quality Board, executive and employee communications
- Ability to influence without authority, challenge constructively and build trusted partnerships across all levels
- Ability to operate with discretion, judgment and independence with senior stakeholders
- Experience in banking or financial services preferred
- Bilingualism (English and French) is an asset; if the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec
Benefits
Comp & perks- Flexible environment supporting well-being and inclusion
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans, including pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
- Incentive programs and incentive compensation tied to business and individual performance
- Learning and career growth support