DIRECTOR, CORPORATE FINANCING – Kelowna

BDC; Kelowna; Hybrid; CAD 80,000 - 110,000; Full time

Job summary

A leading financial services provider in Kelowna is seeking a Director, Corporate Financing to grow their portfolio by sourcing high-quality transactions. The role involves developing relationships with clients and influencers while delivering exceptional service. Candidates should have 7-10 years of commercial banking experience and a strong background in business development. A post-graduate degree and proficiency in MS Office are preferred. This is an opportunity to work in a hybrid model with competitive benefits.

Benefits

Flexible and competitive benefits

Defined Benefit Pension Plan

$750 wellness and health care spending account

Paid vacation and personal days

Opportunities for learning and development

Qualifications

• 7-10 years of relevant senior commercial banking experience.
• Strong credit acumen.
• Demonstrated strength in business development and client relationship skills.
• Excellent communication skills, spoken and written, in English.

Responsibilities

• Identify and develop new business opportunities for Corporate Financing.
• Manage account and influencer relationships effectively.
• Develop customer relationship retention and growth strategies.
• Conduct due diligence on all proposals.
• Build sustainable relationships with associations and clients.

Skills

Commercial banking experience

Credit acumen

Business development

Client relationship skills

Analytical thinking

Sales skills

Organizational skills

Proficiency in Microsoft Office

Communication skills

Education

Bachelor in Commerce or Finance

Post-Graduate degree or CFA designation

Job description

Overview

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

The Director, Corporate Financing contributes to the growth of BDC Corporate Financing portfolio by sourcing, developing, and recommending high-quality transactions in accordance with BDC credit policies and risk parameters within the Kelowna region. The team member will act as a “trusted advisor” to entrepreneurs, while delivering outstanding customer service. They also identify business sectors with significant growth potential and are innovative and creative in structuring opportunities for entrepreneurs.

You will succeed in this position if you are able to develop and manage account and influencer relationships, in order to grow BDC Corporate Financing assets and ensure an excellent risk/return ratio. You will successfully navigate a matrix organization and have a strong comfort level in managing senior stakeholder relationships.

Challenges to be Met

• Proactively identify and develop new business opportunities for Corporate Financing and Advisory.
• Develop and implement a customer relationship retention/growth strategy to build a long-term profitable loan portfolio with existing and new clients while providing a high level of customer service.
• Develop and execute an individual marketing plan ensuring alignment with the Corporate Financing strategy and portfolio objectives, while meeting financial objectives related to the forecasted loss rate, profitability, revenue growth and retention of clients.
• Conduct proper investigation and due diligence activities on all proposals.
• Pre-qualify, structure and present proposals in accordance with BDC policies and procedures, including all appropriate analyses, documentation and excellent risk/return ratio.
• Plan and conduct activities that promote BDC financial and advisory services, especially their capacity to handle major loans, and assist business center management in coordinating business development activities in the regions.
• Build ongoing and sustainable relationships with associations, influencers, financial institutions and others to help BDC achieve its Corporate Financing objectives.
• Keep abreast of the general issues affecting the Corporate Financing business community, including market conditions, industry practices and financial results for existing and potential clients.

What We Are Looking For

• 7-10 years of relevant senior commercial banking experience including strong credit acumen
• Bachelor in Commerce or Finance or Business Administration with a major in accounting or finance.
• Post-Graduate degree in Business and/or CFA designation and/or relevant professional designation, an asset
• Demonstrated strength in business development and client relationship skills
• Analytical business sense and strategic thinking
• Ability to sell financial services to demanding and sophisticated clients
• Ability to identify business opportunities for entrepreneurs who will benefit from the unique range of BDC services and cross refer these to our Advisory and Capital partners.
• Ability to work independently, meet deadlines, be highly organized and proactive
• Proficient in Microsoft Office applications (Word, Excel and PowerPoint)
• Excellent communication skills, spoken and written, in English. French is an asset

A driver’s license as well as access to a vehicle are required

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.