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Technology Business Planner

Full Time
7 days ago


The Technology Department is responsible for providing technology solutions that contribute to the achievement of BCI’s vision and long-term goals. The department manages the Corporation’s business applications and information technology infrastructure, providing support to a large group of financial professionals. The Technology Department is also responsible for authoring IT-related directives and conducting disaster recovery planning to minimize risk to the Corporation’s delivery of investment services.


Reporting to the Technology Account Manager, the Technology Business Planner is responsible for developing and delivering the key artifacts that enable strategic projects for business clients. The Technology Business Planner works closely with Technology teams across the Department to research project opportunities, conduct options analysis, develop feasibility studies and deliver compelling business cases for potential Technology projects. S/he supports a portfolio of Technology projects that extend and advance business client goals. The position can be based in either Vancouver or Victoria with travel between the two cities.



  • Bachelor’s degree in Business Administration, Commerce or in a related field, Master’s in Business Administration preferred
  • A minimum of 3 years experience in project analysis, project development or business development role
  • Excellent presentation, verbal and written communications skills for IT and business client audiences
  • Excellent analytical and problem-solving skills, and the ability to conduct analysis and develop complex business cases that address business client needs


  • Familiarity with Agile methodologies (Kanban) is an asset
  • Advanced Word, PowerPoint and Excel skills is an asset
  • Knowledge of the investment management industry and related business trends


  • Collaborates with team members, other IT teams and business client areas to understand the goals and objectives of assigned business client area(s)
  • Develops and maintains account management profiles for business client area(s)
  • Conducts research on the trends and challenges that impact business clients and develops briefings and summaries that resonate with other IT teams and business clients
  • Facilitates meetings with other IT teams and business clients to identify the goals, objectives, needs and issues that inform decisions about existing and potential IT projects
  • Develops the business planning artifacts that support the assessment and prioritization of potential IT projects including, IT-business roadmaps, options analysis, cost/benefit analysis, feasibility studies and business cases
  • Applies quantitative and qualitative analysis techniques to business planning artifacts and leverages internal and external sources of data
  • Collaborates with other IT teams including Architecture, Business Advisory Services and Applications & Operations on the development, review and approval of business planning artifacts
  • Liaises with other IT teams to support the transition of potential IT projects to approved IT projects that are implemented through delivery teams
  • Produces reports on an ad hoc and regular basis and provides business clients and other IT teams with information and insights on account management activities
  • Develops and delivers formal presentations for IT and business client audiences
  • Participates in account management team activities and continuously works to improve processes, procedures, templates and tools
  • Ensures business planning artifacts are accurate, accessible, maintained and communicated
  • Proactively identifies risks and issues and proposes solutions to remove barriers
  • Undertakes special projects or assignments as required
  • Performs other related duties as required


Learning Agility

Effective performers continuously seek new knowledge. They are curious and want to know “why”. They learn quickly and use new information effectively. They create and foster a culture of interest, curiosity, and learning.

Relationship Building

Effective performers establish and proactively maintain a broad network of relationships (e.g. colleagues, co-workers, vendors, suppliers, etc.). They value these relationships and work effectively across the organization by maintaining positive working relationships with peers and others.

High Standards

Effective performers possess a high inner work standard and shows pride in their work.  They consistently strive to ensure work is complete within deadlines and that all work performed is of a high quality.


Effective performers are skilled at directing, persuading, and motivating others. They are able to flex their style to direct, collaborate, or empower as the situation requires. They have established a personal power base built on mutual trust, fairness, and honesty.

Organization & Planning

Effective performers have strong organizing and planning skills that allow them to be highly productive and efficient. They manage their time wisely and effectively prioritize multiple competing tasks. They follow through on tasks to ensure changes in technology are communicated effectively.

Results Orientation

Effective performers maintain appropriate focus on outcomes and accomplishments. They are motivated by achievement and persist until the goal is reached. They convey a sense of urgency to make things happen. They respect the need to balance short- and long-term goals. They are driven by a need for closure.


Effective performers clearly and articulately convey technical and other information both orally and in writing to others in a manner appropriate to the listener. They write clearly, accurately and concisely, composing project, technical and other required documentation as required.   

Change Mastery

Effective performers are adaptable. They embrace needed change and modify their behaviour when appropriate to achieve organizational objectives. They are effective in the face of ambiguity. They understand and use change management techniques to help ensure smooth transitions.

Information Technology Sales and Marketing Management and Executive