Manager, Strategic Client Credit

The Targeted Strategies Group; Toronto; On-site; CAD 80,000 - 120,000; Full time

Job summary

Join a dynamic team as a Manager, Strategic Client Credit where you'll play a pivotal role in securing financing for innovative insurance solutions. You'll engage with banks and alternative lenders, ensuring seamless lending processes while maintaining strong client relationships. This position is ideal for a proactive finance professional with a passion for client success and the analytical capabilities to drive results.

Benefits

Dynamic team environment

Opportunities for professional growth

Focus on client outcomes

Qualifications

• 5+ years of experience in commercial/corporate banking, finance, or credit analysis.
• Deep understanding of insurance and IFA credit structures.
• Experience working with clients.

Responsibilities

• Collaborate with financial institutions to secure life insurance policy secured financing.
• Analyze financial statements and credit reports to assess client creditworthiness.
• Prepare lending proposals tailored to client needs.

Skills

Analytical skills

Problem-solving

Communication

Interpersonal skills

Education

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

CPA, CFA, MBA

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.

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. 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.

WHY JOIN TTSG?

We’re a high-performing, entrepreneurial team redefining what it means to serve Canada’s most successful business owners. Here, your ideas matter. Your work has impact. And your career can move fast. If you're ready to take the lead, grow with purpose, and be part of a team that delivers meaningful outcomes for clients — this is your opportunity. 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. Apply now to make a strategic impact in the world of insurance lending.

Let’s talk. Apply now or reach out to start the conversation.

The Targeted Strategies Group is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.