Strategic Financial Expert

3 days ago


Port Coquitlam, Canada CWB Full time
About the Role

We are seeking a highly skilled Strategic Financial Expert - Commercial Portfolio Manager to join our team. As a key member of our commercial banking division, you will be responsible for providing credit structuring, risk management, and client-facing support for a portfolio of diversified clients.

Key Responsibilities
  • Partner with sales teams to deliver effective solutions to clients by supporting them with analysis and development of general economic overviews, industry profiles, and evaluation of past and present fiscal viability of loan prospects.
  • Manage risks and day-to-day client relationships for medium to large commercial clients, directly supporting the sales team to develop creative, competitive, full-service client solutions.
  • Apply risk management skills to ensure appropriate measures are put in place and risk assessment protocols and structures are implemented, balancing risk and reward in line with CWB's risk appetite.
  • Act as the key point of contact for daily interactions with clients for daily operations, account administration, and inquiries, ensuring the delivery of an exceptional client experience.
Requirements
  • A Business Administration or related diploma (or equivalent experience) and 2+ years' hands-on experience in banking, or business lending - inclusive of direct commercial credit underwriting.
  • Comfortable with financial statement analysis and possess a proven understanding of Moody's Financial Analyst.
  • Strong organizational skills, technical proficiency, and a strong desire to carry new learning forward and build a career in financial services.
Benefits
  • An estimated annual salary range of $80,000 - $120,000 depending on location and experience.
  • A hybrid work environment offering flexibility and work-life balance.
  • Generous company-funded health coverage and wellness programs.
  • Career development opportunities through coaching services, mentorship, and education support & training programs.
  • Inclusion is a journey requiring practice & experience to result in a powerful outcome, where your perspective matters and voice will be heard.


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