Manager, Financing Solutions (Hybrid)

National Bank; Kelowna; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution in Canada is seeking an experienced professional for a role focusing on equipment financing. You will deliver customized solutions, conduct financial assessments, and mentor junior analysts while collaborating with internal teams to achieve shared goals. This position requires strong analytical skills and a commitment to ethical practices. Join us in transitioning the team to a new chapter with National Bank.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Community initiatives involvement

Telemedicine service

Virtual sleep clinic

Qualifications

• Extensive experience in financial analysis, credit adjudication, and risk management for complex transactions.
• Strong interpersonal and relationship‑building skills.
• Detail‑oriented with the ability to manage multiple priorities.

Responsibilities

• Collaborate with teams and clients to deliver customized equipment financing solutions.
• Conduct rigorous financial assessments and manage loan portfolios.
• Mentor and support junior analysts, fostering a high-performance environment.

Skills

Financial analysis

Credit adjudication

Risk management

Relationship building

Business development

Education

5–7 years in financial services/commercial lending

Job description

Your Role

• Client-Focused Expertise: Collaborate with internal teams and clients to deliver customized equipment financing solutions tailored to complex business needs. Participate in client meetings to provide expert guidance on structuring and recommending credit solutions. Build strong relationships with franchised clients and internal teams to identify opportunities for cross‑selling and portfolio growth.
• Advanced Financial Analysis & Risk Management: Conduct rigorous financial assessments and recommend credit structures aligned with NBC’s risk appetite and lending policies. Review and analyze loan applications for medium‑to‑large and complex clients, ensuring accuracy, compliance, and adherence to NBC’s underwriting standards. Proactively manage loan portfolios, maintaining data integrity, exposure limits, and portfolio quality while mitigating risks.
• Strategic Collaboration: Work closely with the OneEquipment team and other commercial branches to achieve shared goals and contribute to NBC’s growth strategy. Mentor and support junior analysts, sharing expertise to foster a high‑performing, knowledge‑driven environment. Continuously monitor industry trends, ensuring NBC remains competitive in the equipment financing market.

Your Team

In this dynamic role, you’ll act as a trusted advisor to EFG business lines and commercial teams across NBC’s footprint, providing specialized expertise in equipment financing solutions. Reporting to the AVP, Corporate Underwriter, you’ll combine your industrial lending experience, credit structuring acumen, and risk management skills to support business development, client service, and loan structuring initiatives. While there are no direct reports, you’ll serve as a mentor and coach, sharing your knowledge with Junior Credit Analysts and Business Development Managers, as well as NBC commercial teams needing specialist guidance in equipment financing and leasing.

Prerequisites

• Skills & Expertise: Extensive experience in financial analysis, credit adjudication, and risk management for complex transactions. Strong interpersonal and relationship‑building skills, with the ability to influence outcomes and deliver exceptional client experiences. Detail‑oriented with the ability to manage multiple priorities and adapt to changing circumstances.
• Qualifications: 5–7 years of experience in financial services, particularly in commercial lending, equipment financing, or credit adjudication. Proficiency in business development and needs‑based client solutions.
• Personal Attributes: Entrepreneurial spirit with a strategic mindset and collaborative approach.
• Results‑driven with a positive attitude and the ability to thrive in a dynamic environment.
• Committed to ethical practices, integrity, and fostering trust in all professional relationships.

Be Part of a Bold New Chapter

As we transition from Canadian Western Bank (CWB) to National Bank of Canada (NBC), we’re looking for talented individuals to join us on this exciting journey. While you’ll begin your role at a CWB location, you’ll be part of a forward‑thinking team preparing for a seamless move to NBC. Languages: English.

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.