Managing Director, Mid-Market M&A Advisory - Montreal

Scotiabank; Montreal; On-site; CAD 180,000 - 280,000; Full time

Benefits offered by this job

Performance bonuses

Flexible benefits

Career development

Market-leading compensation

Job summary

Scotiabank in Montreal seeks a Managing Director for Mid-Market M&A Advisory to lead client relationships and deliver strategic financial solutions for Canadian businesses.

You will originate and structure M&A transactions, work with partners to provide integrated banking services, and assess risk while driving growth and exceptional client experiences.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related discipline.
• 8+ years of relevant work experience, with significant investment banking background.
• Proven track record of originating and leading successful M&A transactions.
• Strong origination mindset with ability to source and win business.

Responsibilities

• Develop and manage relationships with business clients and deliver tailored financial solutions.
• Build and manage a portfolio of commercial banking clients and identify opportunities for growth.
• Develop market presence through networking, industry associations, and referrals.
• Partner with internal stakeholders to deliver integrated commercial banking solutions.
• Analyze client financials and business strategies to structure credit and banking solutions.
• Negotiate and structure credit facilities in line with risk appetite and policies.
• Maintain understanding of industry trends and regulatory requirements; ensure compliance.
• Contribute to a high-performance culture through collaboration and knowledge sharing.

Skills

Relationship management

Credit risk assessment

M&A origination

Financial analysis

Negotiation

Leadership

Time management

Education

Bachelor’s degree

MBA

CFA

CPA

Job description

Title: Managing Director, Mid-Market M&A Advisory - Montreal

Requisition ID: 278235
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Join a Winning Team at Scotiabank! Are you enthusiastic about making an impact for Canadian businesses? In Canadian Commercial Banking, we do not just serve businesses — we serve possibilities.

About the Opportunity

As a key member of Canadian Commercial Banking, in the role of Managing Director, Mid-Market, M&A Advisory you will be responsible for developing and managing relationships with business clients, delivering tailored financial solutions, and helping Canadian companies achieve their growth ambitions. You will leverage Scotiabank’s extensive capabilities to provide strategic advice, identify opportunities, and deliver an exceptional client experience while contributing to the overall success of the Commercial Banking business.

How You Will Make an Impact:

• Champion a client-focused culture to deepen relationships and deliver value-added financial solutions.
• Build and manage a portfolio of commercial banking clients, identifying opportunities to grow existing relationships and acquire new business.
• Develop a strong market presence through networking, industry associations, community involvement, and referral partnerships.
• Partner with internal stakeholders and product specialists to deliver integrated commercial banking solutions.
• Analyze client financial information and business strategies to structure credit and banking solutions that meet client needs while balancing risk and return.
• Negotiate and structure credit facilities and other financial solutions in accordance with the Bank's risk appetite and policies.
• Maintain a strong understanding of industry trends, economic conditions, and market developments affecting clients and prospects.
• Effectively manage risk by ensuring compliance with all regulatory requirements, internal policies, and established credit practices.
• Contribute to a high-performance culture by sharing knowledge, collaborating with colleagues, and supporting team objectives.
• Actively pursue operational excellence while upholding Scotiabank's Values, Code of Conduct, and Global Sales Principles.

What You Will Bring to the Team:

You are a seasoned commercial banker and a trusted adviser, the person clients turn to when the decisions matter most. You have grown and retained significant client portfolios, and you bring sound judgment to analyzing financials, assessing credit risk, and structuring solutions that create value for both the client and the Bank. You lead through influence, negotiate with confidence, and keep multiple priorities moving without losing sight of the client experience. Your business, finance, or related degree is the foundation, and an MBA, CFA, or CPA, treasury management expertise, or an established local business network will set you further apart.

Must-Have

• Education: Bachelor’s degree in Finance, Accounting, Economics, or related discipline.
• 8+ years of relevant work experience, of which a significant amount was in investment banking.
• Proven track record of originating and leading successful M&A transactions.
• Strong origination mindset with demonstrated ability to source and win business.
• Experience analyzing financial statements, assessing credit risk, and structuring financing solutions.
• Exceptional communication and presentation skills.
• Strong leadership, organizational and mentoring capabilities.
• Excellent organizational and time-management skills with the ability to manage multiple priorities.
• Sound knowledge of commercial lending principles, credit adjudication, and risk management practices.
• Commitment to delivering an exceptional client experience.

Nice-to-Have

• MBA, CFA, or CPA designation is a strong asset.
• Advanced knowledge of commercial banking products and treasury management solutions.
• Experience serving clients in specialized industries or complex lending environments.
• Established network within the local business community.

What's in it for You?

When you join the bank, you are not just taking a job, you’re becoming part of a culture that values inclusion, accountability, integrity, and client-centricity – that is our ScotiaBond which is the foundation for how we support our people and deliver for our clients.

• As an employee in Canadian Commercial Banking at Scotiabank, you can expect:
• A competitive Total Rewards package including performance-based bonuses, flexible benefits, and market-leading compensation.
• Ongoing career development and coaching from experienced leaders, with clear opportunities to grow within Commercial Banking and across Scotiabank.
• The chance to own and grow a high-impact client portfolio, with real accountability and visibility in your market.
• A dynamic, collaborative, and high-performing team that values partnership, inclusion, and shared success.
• Exposure to a broad range of industries, clients, and complex financial solutions, accelerating your learning and expertise.

We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere.

Location(s): Canada : Quebec : Montreal
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.