About Jean-Philippe
English
Native or bilingual
French
Native or bilingual
Experience
- LAURENTIAN BANK OF CANADAAssistant Vice-President, Strategic InitiativesBANKING AND INSURANCEJanuary 2022 - December 2023 (1 year and 11 months)Montreal, Canada•Led a multidisciplinary team of 50 professionals, including Senior Directors responsible for project management, sales effectiveness, process improvement, change management, internal communications, real estate management, sales support and coaching.•Directed annual strategic planning and business model evolution, ensuring organizational alignment, effective risk management and prioritization of high-value initiatives.•Oversaw the end-to-end execution of strategic initiatives supporting the evolution of the business model, including service offerings, organizational design, cost optimization and process improvement.•Led an enterprise-wide business improvement program focused on optimizing expense structures, strengthening financial discipline and modernizing operational practices, while ensuring stakeholder alignment across business units.•Developed executive-level deliverables, facilitated decision-making committees and presented strategic initiatives to senior leadership teams.
- LAURENTIAN BANK OF CANADASenior Director, Sales EffectivenessBANKING AND INSURANCEMarch 2019 - January 2022 (2 years and 10 months)Montreal, Canada• Developed and executed the performance strategy for a national sales network, ensuring KPI governance, productivity optimization and performance across branch, digital and B2B channels.• Partnered with executive leadership and business units to implement organizational priorities, including customer retention, asset retention and business growth initiatives.• Translated strategic priorities into operational execution through the implementation of performance drivers, dashboards, processes, tools and growth initiatives.• Oversaw business intelligence initiatives, CRM governance (Microsoft Dynamics), KPI development, incentive compensation programs and client portfolio management strategies, including assignment, segmentation and client engagement approaches.• Provided active leadership to sales management teams through management workshops, performance reviews and business presentations to executive leadership.
- LAURENTIAN BANK OF CANADAAssistant Director, Direct Financial ServicesBANKING AND INSURANCEMarch 2018 - March 2019 (1 year)Montreal, Canada• Led a team of 20 customer service advisors focused on operational excellence, customer satisfaction and sales performance.• Coached and developed advisors through performance management, real-time feedback and targeted development plans to consistently exceed performance objectives.• Optimized business practices by establishing standards that enhanced efficiency, service quality, and advisor productivity.• Led continuous service evolution by actively managing internal communications, complaint resolution, training program rollouts and continuous improvement workshops.• Contributed to operational growth by coordinating internal projects, from identifying continuous improvement opportunities through to successful implementation.
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Education
- Bachelor of Business Administration (B.B.A.)Université du Québec à Montréal (UQAM)Bachelor of Business Administration (B.B.A.)