Manager- Client Credit

David Aplin Recruiting; Vancouver; Hybrid; CAD 100,000 - 120,000; Full time

Job summary

Join a leading financial services firm as a Manager, Strategic Client Credit, where you will play a pivotal role in securing innovative financing solutions. This position offers a unique opportunity to collaborate with financial institutions and enhance client relationships while driving strategic initiatives within a forward-thinking team. The ideal candidate has a strong background in credit analysis and a passion for exceptional client service in the dynamic world of insurance financing.

Qualifications

• 5+ years of experience in commercial banking, private banking, corporate finance, or credit analysis.
• Expertise in insurance and IFA credit structures.
• Proven ability to analyze complex financial data and deliver actionable insights.

Responsibilities

• Collaborate with financial institutions to secure financing for life insurance policies.
• Assess client creditworthiness through in-depth analysis of financial statements and credit reports.
• Develop and present customized lending proposals that align with client needs.

Skills

Credit Analysis

Client Relationship Management

Risk Analysis

Strategic Thinking

Collaboration

Education

Bachelor’s degree in Finance, Commerce, or related field

CPA, CFA, MBA or equivalent designations

Tools

Microsoft Office

Financial Software

Job description

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Location:Toronto, Saskatoon, Calgary, or Vancouver – Hybrid/Remote Options
Compensation: $100K – $120K per annum

Are you a skilled financial professional with expertise in credit structuring, risk analysis, and client relationship management? Do you have a passion for navigating the complexities of CSV lending and insurance financing? I am recruiting on behalf of one of my most valued clients and we are seeking aManager, Strategic Client Creditto join their innovative team and play a pivotal role in securing financing solutions for their clients’ sophisticated insurance needs.

About the Role:
As theManager, Strategic Client Credit, you will lead efforts to secure financing for premium insurance solutions, including leveraged life insurance structures and Immediate Financing Arrangements (IFAs). Working closely with financial institutions, clients, and cross-functional teams, you’ll ensure seamless lending processes and exceptional outcomes. This role combines analytical precision with strategic collaboration, offering the opportunity to influence both client success and organizational growth.

Key Responsibilities:

• Collaborate with financial institutions to secure financing for life insurance policies.
• Assess client creditworthiness through in-depth analysis of financial statements and credit reports.
• Develop and present customized lending proposals that align with client needs and insurance structures.
• Partner with sales and operations teams to facilitate timely funding and address lending challenges.
• Build and maintain strong relationships with lending partners and clients.
• Monitor ongoing lending processes, identifying opportunities for improvement.
• Ensure regulatory compliance and transaction accuracy throughout the credit lifecycle.
• Contribute to team initiatives and special projects, driving continuous innovation.

What You Bring:

• Bachelor’s degree in Finance, Commerce, or a related field (CPA, CFA, MBA, or equivalent designations are a plus).
• 5+ years of experience in commercial banking, private banking, corporate finance, or credit analysis.
• Expertise in insurance and IFA credit structures.
• Proven ability to analyze complex financial data and deliver actionable insights.
• Exceptional communication skills with a client-focused approach.
• Proficiency in Microsoft Office and financial software.

Preferred Qualifications:

• Experience working with both traditional and alternative lenders.
• Familiarity with financial and insurance regulatory frameworks.
• Additional certifications in finance or insurance.

Core Competencies:

• Strategic Thinking:You see the big picture and align efforts to achieve key objectives.
• Analytical Rigor:Your attention to detail ensures sound decisions and risk management.
• Client Focus:You excel in building trust and delivering tailored solutions.
• Collaboration:You thrive in team environments, fostering open communication and alignment.
• Adaptability:You embrace change and pivot as needed to achieve results.
• Results-Oriented:Your work delivers measurable impact.

Why Join?
This is more than a job—it’s a chance to shape the future of insurance financing. You’ll be part of a forward-thinking, collaborative team where your expertise and initiative are valued.
If you’re ready to drive innovation and make a strategic impact in the world of credit and insurance lending, we want to hear from you.

Apply today and help them deliver exceptional financial solutions to their clients.

David Aplin & Associates Inc., operating as Aplin, and its associated brands, CompuStaff and Impact Recruitment, is an award-winning employment agency connecting diverse, top-tier talent with exceptional organizations across North America. We welcome applicants from all backgrounds and charge no fees to apply or engage with our recruiters. Our clients partner with us to help expand and diversify their teams. Please note that all applicants must be legally entitled to work in Canada, including holding any necessary work permits.

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