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Added 1 hour ago
RI
Financial Security Advisor, Insurance- EN
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- Full-time
As an accredited Life, Health & Wealth Advisor (HLLQP/LLQP) (Financial Security Advisor) you provide integrated life insurance planning and advice to your existing network of referrals and…
Added 1 hour ago
RI
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Financial Security Advisor, Insurance- EN
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Added 2 hours ago
NB
BANKING ADVISOR
National Bank of Canada
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- Full-time
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Insurance Advisor Life, Health & Wealth
RBC Insurance
Ottawa, ON
- Full-time
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Insurance Advisor Life, Health & Wealth
RBC Insurance
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- Full-time
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RBC Insurance
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Financial Security Advisor, Insurance- EN
RBC Insurance
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Financial Security Advisor, Insurance- EN
RBC Insurance
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- Full-time
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RBC Insurance
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Financial Security Advisor, Insurance- EN
RBC Insurance
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helloDarwin

Client Director

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 2, 2026
Posting language: English · French
Posted: Nov 2, 2026

Original job description

English section of this bilingual listing.

ENGLISH VERSION

helloDarwin is a tech-enabled advisory firm that helps Canadian businesses find and obtain grants, tax credits and other government funding. Based in Montreal, our team of 60 has supported hundreds of organizations since 2017. About twenty consultants work exclusively on

non-dilutive funding for our 300+ active clients.

The Role

We're looking for an Executive Advisor to take ownership of a large client portfolio and the team that serves it, made up of account managers and analysts. This is a strategic advisory role with business owners and executives, with a strong business development component: growing the value of each client relationship over time, opening new mandates and representing helloDarwin with decision-makers.

You'll also be accountable for the financial performance of your portfolio. That means tracking mandate profitability, making sure the team's workload is well balanced and making the calls that protect margins without compromising service quality.

Our clients are manufacturing, food & beverage, energy and innovation-driven companies generating $10M to $50M+ in annual revenue across Canada. This position suits an experienced professional from an advisory background (accounting firm, professional services firm, strategy consulting) who is as comfortable in a boardroom as at a client dinner.

RESPONSIBILITIES

Act as a strategic advisor to the executives in your portfolio and build lasting relationships at the highest level
Grow portfolio revenue by identifying new needs, proposing additional mandates and securing renewals
Lead the account managers and analysts on your team, allocate work and support the quality of deliverables
Own portfolio profitability: margin tracking, mandate efficiency, trade-offs between effort and value
Build your network and represent helloDarwin at events, business dinners and networking activities
Report on portfolio performance to leadership and contribute to decisions on our service offering

WHAT WE'RE LOOKING FOR

8+ years of experience in advisory services, strategic account management or B2B business development
Background in consulting: accounting firm, professional services firm or strategy consulting
Proven track record growing a client portfolio and hitting revenue targets
Experience managing a team or supervising professionals
Comfortable managing the profitability of a portfolio or business unit (margins, resources, priorities)
Established business network and credibility with senior business leaders
Bilingual French and English (required)

Assets: knowledge of Canadian government programs (SR&ED, provincial and federal programs), professional designation (CPA, MBA or equivalent).

WHY HELLODARWIN?

Competitive base salary and variable compensation tied to portfolio growth and profitability
A leadership role with a direct impact on the company's growth
Existing client portfolio and an established team to support you
Recognized expertise in non-dilutive funding across Canada
Hybrid work at our Montreal office
4 weeks of vacation from day one

Read the full bilingual original

À propos d'helloDarwin

helloDarwin est une firme service-conseil qui aide les entreprises canadiennes à trouver et obtenir des subventions, crédits d'impôt et autres financements gouvernementaux. Basée à Montréal, notre équipe de 60 personnes a accompagné des centaines d'organisations depuis 2017. Une vingtaine de consultants se consacrent exclusivement au financement non dilutif pour nos 300+ clients actifs.

Le rôle

Nous cherchons un·e conseiller·ère exécutif·ve pour prendre la responsabilité d'un large portefeuille de clients et de l'équipe qui les sert, composée de gestionnaires de comptes et d'analystes. C'est un rôle de conseil stratégique auprès de dirigeants d'entreprise, avec une forte composante de développement des affaires : faire croître la valeur de chaque relation client dans le temps, ouvrir de nouveaux mandats et représenter helloDarwin auprès des décideurs.

La personne en poste est aussi responsable de la performance financière de son portefeuille. Elle suit la rentabilité des mandats, s'assure que le travail de l'équipe est bien réparti et prend les décisions qui protègent les marges sans sacrifier la qualité du service.

Nos clients sont des entreprises manufacturières, agroalimentaires, énergétiques et innovantes générant entre 10M$ et 50M$+ de revenus annuels à travers le Canada. Le poste convient à une personne d'expérience issue du conseil (cabinet comptable, firme de services professionnels, consultation stratégique), qui est à l'aise autant dans une salle de conseil d'administration que dans un repas d'affaires.

RESPONSABILITÉS

Agir comme conseiller·ère stratégique auprès des dirigeants de son portefeuille et bâtir des relations durables au plus haut niveau
Faire croître les revenus du portefeuille en repérant de nouveaux besoins, en proposant des mandats additionnels et en assurant les renouvellements
Encadrer les gestionnaires de comptes et les analystes de son équipe, répartir le travail et soutenir la qualité des livrables
Assurer la rentabilité du portefeuille : suivi des marges, efficacité des mandats, arbitrages entre effort et valeur
Mener les rencontres clés avec les clients (présentations de plans de financement, revues stratégiques, négociations)
Développer son réseau et représenter helloDarwin lors d'événements, repas d'affaires et activités de réseautage
Rendre compte de la performance du portefeuille à la direction et contribuer aux décisions sur l'offre de services

PROFIL RECHERCHÉ

8 ans et plus d'expérience en service-conseil, en gestion de comptes stratégiques ou en développement des affaires B2B
Parcours en conseil : cabinet comptable, firme de services professionnels ou consultation stratégique
Expérience démontrée dans la croissance d'un portefeuille de clients et l'atteinte d'objectifs de revenus
Expérience en gestion d'équipe ou en supervision de professionnels
Aisance à gérer la rentabilité d'un portefeuille ou d'une unité d'affaires (marges, ressources, priorités)
Réseau d'affaires établi et crédibilité auprès de dirigeants d'entreprise
Bilingue français et anglais (obligatoire)

Atouts : connaissance des programmes gouvernementaux canadiens (RS&DE, programmes provinciaux et fédéraux), titre professionnel (CPA, MBA ou équivalent).

POURQUOI HELLODARWIN?

Salaire de base compétitif et rémunération variable liée à la croissance et à la rentabilité du portefeuille
Rôle de leadership avec un impact direct sur la croissance de l'entreprise
Portefeuille de clients existants et équipe en place pour vous appuyer
Expertise reconnue au Canada en financement non dilutif
Mode de travail hybride à notre bureau de Montréal
4 semaines de vacances dès l'embauche

ENGLISH VERSION

About helloDarwin

non-dilutive funding for our 300+ active clients.

The Role

RESPONSIBILITIES

Act as a strategic advisor to the executives in your portfolio and build lasting relationships at the highest level
Grow portfolio revenue by identifying new needs, proposing additional mandates and securing renewals
Lead the account managers and analysts on your team, allocate work and support the quality of deliverables
Own portfolio profitability: margin tracking, mandate efficiency, trade-offs between effort and value
Lead key client meetings (funding plan presentations, strategic reviews, negotiations)
Build your network and represent helloDarwin at events, business dinners and networking activities
Report on portfolio performance to leadership and contribute to decisions on our service offering

WHAT WE'RE LOOKING FOR

8+ years of experience in advisory services, strategic account management or B2B business development
Background in consulting: accounting firm, professional services firm or strategy consulting
Proven track record growing a client portfolio and hitting revenue targets
Experience managing a team or supervising professionals
Comfortable managing the profitability of a portfolio or business unit (margins, resources, priorities)
Established business network and credibility with senior business leaders
Bilingual French and English (required)

Assets: knowledge of Canadian government programs (SR&ED, provincial and federal programs), professional designation (CPA, MBA or equivalent).

WHY HELLODARWIN?

Competitive base salary and variable compensation tied to portfolio growth and profitability
A leadership role with a direct impact on the company's growth
Existing client portfolio and an established team to support you
Recognized expertise in non-dilutive funding across Canada
Hybrid work at our Montreal office
4 weeks of vacation from day one

Apply About employer

More about this job

Responsibilities

Advise senior client executives, grow and renew client relationships, and lead account managers and analysts serving a large portfolio. Manage portfolio profitability and team workload, lead key client meetings, represent helloDarwin in business development activities, and report performance to leadership.

Requirements

Requires 8 or more years of experience in advisory services, strategic account management, or B2B business development, preferably with an accounting, professional services, or strategy consulting firm. Candidates should have a record of growing client portfolios, experience supervising professionals and managing profitability, an established business network, and fluency in French and English; knowledge of Canadian government funding programs and a CPA, MBA, or equivalent are assets.

Skills

Strategic Advisory
Business Development
Strategic Account Management
Portfolio Growth
Revenue Generation
Team Leadership
Workload Allocation
Portfolio Profitability
Margin Management
Client Presentations
Negotiation
Networking
Financial Performance Reporting
Bilingual Communication
Government Funding Programs

Benefits

Competitive Base Salary
Variable Compensation
Hybrid Work
Four Weeks of Vacation

Visa sponsorship

Not detected in the job text

Keywords

Business Consulting
Strategic Advisory
Client Portfolio Management
Strategic Account Management
B2B Business Development
Revenue Growth
Client Renewals
Portfolio Profitability
Margin Management
Team Leadership
Account Managers
Analysts
Workload Allocation
Client Presentations
Strategic Reviews
Negotiation
Non-Dilutive Funding
Government Grants
Tax Credits
Canadian Government Funding Programs
SR&ED
Provincial Funding Programs
Federal Funding Programs
Manufacturing
Food and Beverage
Energy
Innovation
CPA
MBA
French

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