Manager, Strategic Client Credit

The Vantage Talent Group; Banff; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading company is seeking a Manager, Strategic Client Credit to join their team in Banff. This multifaceted role involves collaborating with financial institutions to secure financing for complex insurance solutions, analyzing credit risks, and maintaining professional relationships with clients. The ideal candidate will have significant experience in finance and thrive in a dynamic environment.

Qualifications

• 5+ years of experience in commercial/corporate banking or credit analysis.
• Experience with insurance and IFA credit structures is essential.

Responsibilities

• Collaborate with banks for securing policy secured financing.
• Analyze financial statements and prepare tailored lending proposals.
• Ensure compliance and monitor lending processes.

Skills

Credit Risk Assessment

Client Relationship Management

Financial Analysis

Communication

Problem Solving

Education

Bachelor's degree in Finance

CPA, CFA, or MBA (considered an asset)

Tools

Microsoft Office

Financial Software Tools

Job description

Are you a financial professional with a sharp eye for credit structuring, credit risk, a passion for client relationships, and experience navigating the CSV lending and insurance financing landscape? We’re looking for a Manager, Strategic Client Credit to join our dynamic team and play a key role in securing financing for complex insurance solutions.

About the Role :

As Manager, Strategic Client Credit, you'll be at the center of our financing efforts—working directly with banks and alternative lenders to secure premium financing as part of leveraged life insurance structures, or immediate financing arrangements (“IFAs”). This role is highly collaborative, engaging closely with our sales, operations, and broader implementation team to ensure seamless lending processes and outstanding client outcomes.

WHAT YOU’LL DO :

• Collaborate with financial institutions to secure life insurance policy secured financing.
• Analyze financial statements and credit reports to assess credit risk client and creditworthiness.
• Prepare and present lending proposals tailored to client needs and insurance structures.
• Partner with sales and operations teams to facilitate timely funding and resolve lending issues.
• Maintain strong, professional relationships with lending partners and clients.
• Monitor active lending processes, suggesting improvements where needed.
• Ensure regulatory compliance and transactional accuracy.
• Contribute to Client Credit team initiatives and special projects.

WHAT YOU BRING :

• Bachelor’s degree in Finance, Commerce, or related field; advanced degrees and / or designations (CPA, CFA, MBA, etc.) considered an asset
• 5+ years of experience in commercial / corporate banking, private banking, finance, or credit analysis.
• Experience working with clients
• Deep understanding of insurance and IFA credit structures.
• Exceptional communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Proficiency in Microsoft Office and financial software tools.

BONUS POINTS FOR :

• Experience working with banks and non-traditional lenders.
• Familiarity with financial and insurance regulatory compliance.
• Additional industry certifications.

CORE COMPETENCIES :

• Planning & Organization : You build and follow smart plans for client success.
• Holistic Thinking & Judgment : You see how your work impacts the whole business and act accordingly.
• Initiative & Urgency : You move quickly, delivering results and service without delay.
• Effective Communication : You’re clear, direct, and keep stakeholders informed.
• Practical Approach : You get things done—no overthinking, just execution.
• Results Orientation : You thrive on delivering tangible outcomes.
• Adaptability : You pivot with purpose, embracing change.
• Reliability : You meet your commitments. Every time.
• Curiosity : You’re always learning, asking, and improving.

If you're a proactive, collaborative, and detail-oriented finance professional ready to contribute to a growing and innovative team—we want to hear from you.