CLIENT PARTNER II

BDC; Barrie; Hybrid; CAD 110,000 - 150,000; Full time

Benefits offered by this job

Employee Savings & Investment Plan (BD

Defined Benefit Pension Plan

Wellness & health care spending

Personal days

Hybrid work model

Vacation time

Job summary

BDC is Canada’s bank dedicated to entrepreneurs. We are seeking a Senior Client Partner II to manage and grow a portfolio of business clients through strategic relationship management, financing solutions, and advisory support.

The role focuses on identifying client needs, structuring financing opportunities, and fostering long-term partnerships that drive growth while supporting BDC’s objectives. Hybrid work model offered across Canada.

Qualifications

• Bachelor’s degree required or equivalent.
• Minimum of 8 years in commercial banking, business financing, account management, or related field.
• Experience managing a portfolio of business clients.
• Experience originating and closing commercial lending or business financing transactions.
• Ability to analyze financial statements, cash flow, and performance indicators.

Responsibilities

• Manage and grow a portfolio of small and medium-sized business clients.
• Develop trusted advisor relationships with business owners and key decision-makers.
• Identify financing, advisory and other solutions aligned with client needs.
• Originate new business opportunities through networking, referrals, and market activity.
• Structure and negotiate financing solutions meeting client and organizational requirements.
• Collaborate with internal partners to deliver integrated client solutions.

Skills

Relationship management

Negotiation

Communication

Stakeholder management

Independent work

Travel flexibility

Education

Bachelor’s degree in Business Administration, Commerce, Finance, Accounting, Economics, or related field

Job description

We are banking at another level.

Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.

Choosing BDC as your employer also means:

• Flexible and competitive benefits , including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few
• In addition to paid vacation each year, five personal days , sick days as necessary , and our offices are closed from December 25 to January 1
• A hybrid work model that truly balances work and personal life
• Opportunities for learning , training and development , and much more ...

Explore the BDC Way in our Culture Book

POSITION OVERVIEW

BDC is the only bank dedicated exclusively to Canadian entrepreneurs. We support the growth of small and medium-sized businesses across Canada, and your work contributes directly to their success.

The Senior Client Partner II is responsible for managing and growing a portfolio of business clients through strategic relationship management, financing solutions, and advisory support. The role focuses on identifying client needs, structuring financing opportunities, and fostering long-term partnerships that drive business growth while supporting BDC’s business objectives.

CHALLENGES TO BE MET

• Manage and grow a portfolio of small and medium-sized business clients.
• Develop trusted advisor relationships with business owners and key decision-makers.
• Identify financing, advisory, and other business solutions aligned with client needs.
• Originate new business opportunities through networking, referrals, prospecting, and market activities.
• Conduct financial analysis and assess business performance, risks, and growth potential.
• Structure and negotiate financing solutions that meet client and organizational requirements.
• Prepare and present financing recommendations for approval.
• Monitor portfolio performance, including credit quality, client satisfaction, and business growth opportunities.
• Collaborate with internal partners to deliver integrated solutions and a consistent client experience.
• Contribute to regional business development objectives and revenue targets.
• Maintain compliance with applicable policies, procedures, and regulatory requirements.
• Represent BDC in the local business community and strengthen relationships with key stakeholders.

WHAT WE ARE LOOKING FOR

• Bachelor’s degree in Business Administration, Commerce, Finance, Accounting, Economics, or a related field.
• Minimum of 8 years of experience in commercial banking, business financing, account management, business development, or a related field.
• Experience managing a portfolio of business clients.
• Experience originating and closing commercial lending or business financing transactions.
• Ability to analyze financial statements, cash flow, and business performance indicators.
• Knowledge of commercial credit risk assessment and lending principles.
• Demonstrated success in business development, prospecting, and relationship management.
• Experience preparing and presenting financing recommendations or credit applications.
• Strong communication, negotiation, and stakeholder management skills.
• Ability to work independently and manage multiple priorities.
• Valid driver’s license and ability to travel within the assigned territory, as required.

Preferred Qualifications

• Master’s degree (MBA) or other advanced business-related degree.
• Professional designation such as CPA, CFA, CBV, or equivalent.
• Experience working with entrepreneurs and owner-managed businesses.
• Experience in complex financing structures, syndicated lending, or specialized commercial financing.
• Knowledge of the local market, industry sectors, and business community within the assigned region.
• Bilingualism (French and English), where applicable to the market served.
• Experience selling both financing and advisory services solutions.

Proudly one of Canada’s Top 100 Employers and one of Canada’s Best Diversity Employers , we are committed to fostering a diverse, equitable, inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application, please do not hesitate to contact us at [e-mail].

While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.