Director Portfolio management

National Bank of Canada; Montreal; On-site; CAD 85,000 - 120,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Telemedicine service

Virtual sleep clinic

Job summary

A leading Canadian financial institution in Montreal is seeking an experienced financial advisor to support directors and clients with financing solutions. The ideal candidate will have extensive financial analysis skills and experience with complex financing structures, contributing to client success within a collaborative team. This role involves working closely with various stakeholders and monitoring financing proposals to ensure alignment with bank policies and client needs. Offer includes a robust benefits package focusing on wellness and professional development.

Qualifications

• 7 years of relevant experience with a bachelor's degree, or 5 years with a master's degree.
• Experience with financial statements and projections.
• Knowledge of the Commercial Banking sector.

Responsibilities

• Support directors in monitoring financing files.
• Provide expert advice to clients on financial strategies.
• Evaluate financial structures and assess risks.

Skills

Financial analysis

Commercial credit knowledge

Complex financing structures

Excel financial modeling

Education

Bachelor's or Master's degree related to the field

Job description

Your Role:

• Support directors in setting up new financing files and throughout all stages of monitoring and renewing files.
• Act as an expert by leveraging your knowledge and extensive professional experience to provide clients with the advice they need.
• Help clients achieve their business goals by proposing financial strategies based on the most appropriate combination of specialized financing products.
• Provide expertise in financing structure, financial analysis, and all aspects of file evaluation.
• Identify risks and make recommendations to the credit committee in accordance with the Bank’s policies.
• Demonstrate a high level of collaboration and actively contribute to the achievement of your business unit’s objectives.
• Participate in preliminary meetings and present financing proposals to mid‑sized and large private companies with financing needs.
• Assist in preparing files, including due diligence reviews, financial analyses, and the implementation of appropriate financing structures.
• Take part in negotiations with internal and external stakeholders (credit committees, clients, legal and financial advisors, other financial institutions, syndication departments, etc.).
• Actively participate in all stages of monitoring and renewing existing credit facilities.
• Use credit risk profitability assessment tools to ensure compliance with financing and risk management policies and standards.

Your Team:

Within the National Clients Group, you’ll be part of a large team of 40 colleagues and report to the Managing Director & Head, Eastern Quebec, National Client Group. Our team stands out for its commitment to operational excellence and customer satisfaction. Access to colleagues with diverse expertise, experiences, and backgrounds will enrich your development from every perspective.

Requirements:

• Completed bachelor’s degree related to the field and 7 years of relevant experience, or a completed master’s degree related to the field and 5 years of relevant experience.
• Experience in financial analysis (financial statements, projections, etc.).
• Experience in commercial credit and knowledge of the Commercial Banking sector.
• Experience with complex financing structures (business acquisitions, LBOs, senior residence financing, etc.).
• Ability to work with financial models in Excel.

Your benefits

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting‑edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier‑free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Additional required languages: English, French