Senior Advisor, Performance and Portfolio Management

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About the role

  • Senior Advisor leading consumer and business portfolio planning, forecasting, and performance reviews for Collabria. Driving regulatory compliance and strategic performance improvements with partners and senior stakeholders.

Responsibilities

  • Lead the development of comprehensive business plans across consumer and business portfolios
  • Develop forecasts for consumer and business portfolios, ensuring accuracy and alignment with strategic objectives
  • Lead monthly, quarterly, and annual business reviews with senior stakeholders, providing insights on performance, risks, and opportunities
  • Coordinate projects to drive closure of variances identified through KPI reviews and follow through on performance-improvement activities
  • Improve the efficiency and profitability of activities to achieve execution-plan targets
  • Identify initiatives to generate revenue, reduce costs, and increase efficiency
  • Ensure ongoing compliance with provincial and federal regulatory obligations
  • Strengthen Collabria’s federal partner support framework for regulatory engagement
  • Lead monthly Federal Working Group meetings
  • Collaborate with internal teams and credit union partners to design and implement action plans addressing requirements
  • Monitor and analyze changes in federal laws and regulations, evaluate business-model impacts, and recommend proactive risk-informed strategies
  • Ensure non-conformities are addressed through mitigation measures or formally accepted internal risk-taking for new and existing product launches

Requirements

  • Bachelor's degree in a related field
  • A minimum of eight years of relevant experience
  • Other combinations of qualifications and relevant experience may be considered
  • Experience in delivery and execution of mandates
  • Advanced experience in business planning and forecasting
  • Intermediate French is required
  • Advanced proficiency of English is required
  • Advanced knowledge of the banking and payments industry
  • Advanced knowledge of the credit card services domain, specifically its regulatory environment

Benefits

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment

Job title

Job type

Full Time

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

HybridTorontoCanada

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