Client Relationship Manager, Commercial Banking - Montreal East, QC

Scotiabank; Montreal; On-site; CAD 60,000 - 90,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Client Relationship Manager to enhance the Canadian Commercial Banking portfolio. The role involves developing sales strategies, client relationship management, and ensuring compliance with regulations. The ideal candidate has a degree in business or economics, bilingual skills in French and English, and a proven sales track record. This position offers a collaborative team environment and opportunities for professional growth.

Benefits

Internal training for professional development

Inclusive working environment

Opportunities for networking and collaboration

Qualifications

• At least 2 years of prior work experience.
• Ability to conduct due diligence on deals of lower to moderate complexity.
• Good knowledge of onboarding and anti-money-laundering processes.

Responsibilities

• Develop and implement a marketing strategy for growth.
• Drive client primacy through sales of commercial products.
• Build and maintain market profiles with internal and external contacts.

Skills

Excellent verbal and written communication skills in French and English

Strong sales skills

Negotiation skills

Relationship-management skills

Strong knowledge of commercial lending

Networking ability

Education

Undergraduate degree in business or economics or work equivalency

Tools

MS Office

Salesforce

Job description

Title: Client Relationship Manager, Commercial Banking - Montreal East, QC

Requisition ID: 240600

Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.

The Client Relationship Manager contributes to the overall success of Canadian Commercial Banking by ensuring that specific individual goals, plans, and initiatives are executed and delivered in support of the team’s business strategies and objectives. All activities conducted are in compliance with governing regulations, internal policies, and procedures. The Client Relationship Manager (CRM) possesses a good understanding of financial products and services, focuses on delivering the full bank offering, and drives primacy in relationships with our clients. They are responsible for identifying prospects in target markets and managing a client portfolio of standard to moderate complexity. This includes developing robust sales pipelines, engaging in client‑planning activities with partners, conducting sales calls, and qualifying opportunities based on client needs and a high level of due diligence. The role is specific to the Growth segment of Canadian Commercial Banking, which includes clients with annual sales between $5MM and $15MM and credit authorizations from $1MM to $5MM. The CRM also conducts sales‑planning activities, executes business‑development strategies, and builds relationships with partners and both existing and new clients. The incumbent continues to collaborate with the credit team on completion of credit applications.

Is this role right for you? In this role, you will:

• Promote the development and profitable growth of the Canadian Commercial Banking portfolio in the assigned market area:
  • Develop and implement a marketing strategy to maximize business‑development opportunities for sustainable growth within the bank’s risk appetite.
  • Develop sales plans for prospects and existing clients.
  • Identify prospects and referrals from other internal and external networks.
  • Analyze prospect lists and prioritize business‑development opportunities based on market data and customer analytics.
  • Partner with internal stakeholders for non‑credit related products.
• Pursue a business‑development program within the assigned market area according to agreed‑upon growth objectives:
  • Drive client primacy through sales of credit and non‑credit commercial products to prospects and clients.
  • Maintain an appropriate ongoing sales pipeline and calling program.
  • Identify and facilitate the involvement of key bank resources and stakeholders to further business interests.
  • Maintain effective follow‑up with prospects and referrals on any unsuccessful opportunities.
  • Leverage the latest technology and data to make more informed decisions (e.g., Customer 360 dashboard, Salesforce).
• Build and maintain a market profile in the assigned market area with both internal and external contacts:
  • Plan and complete relationship activities that generate sales opportunities and/or provide value to clients.
  • Build and maintain an awareness of local market and general economic conditions.
  • Meet with business leaders and other centers of influence.
  • Participate in local professional and community events and associations to develop and expand a network of contacts.
• Ensure all aspects of assigned relationships receive ongoing attention, as required to maintain, improve, grow, and retain the relationship.
• Partner with Credit Solution Associate on credit portfolio for authorizations up to $5MM:
  • Complete credit‑worthy discussion papers in a timely and sufficiently detailed fashion.
  • Collaborate to optimize lending structure and provide ad hoc support through the origination and annual review process.
  • Ensure all documentation is properly prepared in advance of going to the client.
• Understand how the bank’s risk appetite and risk culture should be considered in day‑to‑day activities and decisions and maintain overall accountability for portfolio compliance.

Do you have the skills that will enable you to succeed in this role?

• Undergraduate degree in business or economics or work equivalency.
• At least 2 years of prior work experience.
• Excellent verbal and written communication skills in French and English.
• Strong sales, closing, negotiation, and credit skills.
• Strong networking ability and relationship‑management skills.
• Strong knowledge of bank’s commercial lending and deposit products and services, and customer profitability model, to provide integrated financial solutions.
• Ability to conduct due diligence on the strength of customer financials for deals of lower to moderate complexity.
• Good knowledge of onboarding, know‑your‑customer, and anti‑money‑laundering processes.
• Proficiency in computer skills, including a working knowledge of MS Office and other commercial systems and platforms.

What's in it for you?

• The opportunity to join a forward‑thinking and collaborative team, surrounded by innovative thinkers.
• A rewarding career path with diverse opportunities for professional development.
• Internal training to support your growth and enhance your skills.
• An inclusive working environment that encourages creativity, curiosity, and celebrates success!

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s): Canada: Quebec: Montreal‑est || Canada: Quebec: Montreal

Scotiabank is a leading bank in the Americas. Guided by our purpose: "For every future", we help our customers, their families, and their communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and we are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL interpreter, or assistive technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please contact us. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.