Director, Corporate Finance

Bank of Montreal; Vancouver; On-site; CAD 86,000 - 160,000; Full time

Job summary

A leading financial institution in Vancouver is looking for a seasoned professional in Portfolio Management. The ideal candidate will have over 10 years of experience related to complex client relationship management and will drive tailored financial solutions. Responsibilities include managing high-value portfolios, negotiating transactions, and facilitating business growth. This full-time position offers a competitive salary ranging from $86,000 to $160,000.

Qualifications

• 10 years of relevant experience in Relationship Management, Account Management or Portfolio Management in a banking environment.
• Strong combination of education and industry knowledge is essential.
• Credit qualifications and associated credit knowledge required.

Responsibilities

• Acts as an escalation point for complex client issues.
• Leads structuring of complex deals and approvals.
• Drives negotiations for high-value transactions.
• Manages high-value client portfolios.
• Builds and maintains relationships with strategic clients.

Skills

Accounting Software

Forecasting

Financial Report Writing

GAAP

Corporate Finance

Financial Analysis

Financial Modeling

Budgeting

Financial Management

Financial Planning

Education

Bachelor’s degree in Business Administration, Finance or Accounting

MBA

CPA or CFA Designation

Job description

Application Deadline : 11 / 13 / 2025

Address : 595 Burrard Street

Job Family Group : Commercial Sales & Service

Portfolio and relationship management to the Corporate Commercial Finance team in BC and Yukon with a focus on diversified industries to drive tailored financial solutions and business growth.

Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.

Responsibilities

• Acts as an escalation point for complex client issues using strategic problem‑solving to resolve conflicts and maintaining strong client relationships.
• Leads the structuring of high‑value complex deals and credit approvals ensuring alignment with client needs.
• Oversees credit approvals and drives pricing coordination acting as the primary client advocate to ensure alignment with client needs and bank objectives.
• Drives negotiations for high‑value complex transactions and credit approvals ensuring deals are structured to meet client needs.
• Manages high‑value client portfolios driving cross‑selling retention and profitability.
• Implements cross‑selling initiatives driving client engagement and successfully transitioning opportunities into revenue‑generating sales.
• Leads market coverage strategies to expand portfolios identify opportunities and align with business goals.
• Represents bank at industry forums and conferences leveraging insights on trends competition and emerging products to drive strategic decision‑making.
• Engages with senior leadership and cross‑functional teams to align strategies address client needs and drive holistic business solutions.
• Delivers reports to the bank’s leadership on team performance client satisfaction market trends and key strategic initiatives delivering insights that inform corporate strategy.
• Drives strategic advisory on loan products options rates terms and collateral requirements ensuring tailored solutions that align with client needs and business objectives.
• Builds and maintains strong long‑term relationships with the bank’s high‑value and strategic clients providing strategic advice on financial solutions and ensuring exceptional service and partnership.
• Structures deals secures credit approvals negotiates high‑value transactions and identifies opportunities for cross‑selling.
• Analyzes market trends client industry developments and competitive positioning to inform client solution strategies and optimize client satisfaction.
• Works closely with internal teams and stakeholders to define products solutions and strategies that best fit clients needs.
• Identifies share of wallet opportunities.
• Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
• Ensures adherence to regulatory requirements internal controls and compliance policies in all aspects of relationship management mitigating risk and maintaining service standards.
• Operates at a group / enterprise‑wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non‑routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

Qualifications

• 10 years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred.
• Bachelor’s degree required; Business Administration, Finance and Accounting preferred. MBA preferred. Any other related discipline or commensurate work experience considered.
• CPA or CFA Designation preferred.
• Credit Qualifiable role Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards.
• Seasoned professional with a combination of education experience and industry knowledge.

Advanced level of proficiency

• Project Management
• Change Management

Expert level of proficiency

• Product Knowledge
• Regulatory Compliance
• Structuring Deals
• Portfolio Management
• Credit Risk Assessment
• Customer Service
• Stakeholder Management
• Negotiation
• Customer Relationship Building

Salary

$86000.00 - $160000.00

Pay Type

Salaried

Key Skills

• Accounting Software
• Forecasting
• Ellucian
• Financial Report Writing
• GAAP
• Accounting
• Corporate Finance
• Financial Analysis
• Financial Modeling
• Budgeting
• Financial Management
• Financial Planning

Employment Type

Full‑Time

Vacancy

1