Client Challenge
As part of a strategic growth initiative, a global financial services client relocated hundreds of support and control roles to Montreal, Quebec. The challenge was to scale hiring and talent acquisition efforts rapidly while minimizing disruption to ongoing operations and maintaining strong employee and stakeholder confidence.
LevelUP Solution
Guided by market data, LevelUP designed a phased 3–5 year hiring strategy to support the transition.
We established a dedicated Montreal-based talent team with deep financial services expertise, ensuring alignment to both local market dynamics and business priorities.
Approach
- Internal Mobility Focus: Promoted employee transfers to retain institutional knowledge and reduce disruption
- Market-Aligned EVP: Refined the employer value proposition to resonate within the Montreal talent market
- Brand & Referral Strategy: Built local brand awareness and activated referral networks
- Passive Talent Engagement: Expanded outreach to high-quality, passive candidates
- Target-Driven Delivery: Consistently met or exceeded hiring targets throughout the program
Impact & Results
- Hundreds of roles successfully relocated and filled
- Consistent achievement of hiring targets across phases
- $4.5M in cost savings compared to traditional agency models
Long-Term Value
By combining strategic workforce planning with localized execution, LevelUP enabled a seamless transition—supporting long-term growth while preserving operational stability and cost efficiency.
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