Account Executive, TD Equipent Finance

TD; Northeastern Ontario; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading global financial institution is seeking an Account Executive to lead a go-to-market strategy and develop relationships in Ontario. The ideal candidate will have a Bachelor's degree in Commerce/Business and 4+ years of sales experience. Responsibilities include negotiating transactions, managing portfolios, and ensuring customer satisfaction. This role offers a competitive opportunity in a collaborative environment.

Qualifications

• 4+ years of sales development and/or customer relationship management experience.
• Proven ability to thrive in a fast-paced, collaborative environment.
• Current knowledge of equipment finance and leasing industry.
• Excellent analytical skills & in-depth knowledge of financing and accounting.

Responsibilities

• Lead a go-to-market strategy and maximize lead generation.
• Negotiate and structure equipment finance and leasing transactions.
• Manage transactions including quoting, credit submission, and funding.
• Ensure customer service expectations are met.

Skills

Sales development

Customer relationship management

Business development skills

Financial acumen

Bilingual – French / English

Education

Bachelor's degree in Commerce / Business

Job description

Account Executive – Responsibilities

• Lead a go-to-market strategy and further develop an assigned database, prospect and convert new relationships and maximize lead generation;


• Comfort reaching stretch objectives within the assigned territory;


• Negotiate and structure equipment finance and leasing transactions to ensure they meet the client and TDEF's requirements;


• Manage originated transactions wing-to-wing including quoting, credit submission, documentation and funding;


• Understand TDEF’s value proposition by industry segment and customer profile;


• Manage the existing portfolio, ensuring customer service expectations are met and assisting the risk team with any distressed accounts;


• Have the financial acumen to read and analyze financial statements and structure a value-added deal for the client within reasonable risk tolerances at an appropriate return;


• Work collaboratively with credit, Capital Markets and legal teams through the various stages of each transaction.

Job Requirements

• Bachelor's degree in Commerce / Business;


• 4+ years of sales development and / or customer relationship management experience;


• Proven ability to thrive in a fast paced, collaborative, team-driven environment;


• Superior Business development skills;


• Possesses considerable initiative and ability to build relationships;


• Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth;


• Current knowledge of equipment finance and leasing industry;


• Excellent analytical skills & In-depth knowledge of Financing and Accounting;


• Ability to excel at administration and be exceptionally well organized;


• Bilingual – French / English;(Quebec Only)

Preferred Skills

• 4+ years of related experiences in the financial industry or equipment financing;


• CFA, CA, CMA or MBA - Finance Program;


• Knowledge of financial accounting and taxation

Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches / stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.