Director Portfolio management
3 weeks ago
Join to apply for the Director Portfolio Management role at National Bank of Canada . Joining the National Clients Group team as a Director Portfolio Management means working closely with other directors, acting as an expert resource, and proposing financial strategies to large and mid‑sized private companies—primarily in the healthcare industry—with complex financing needs exceeding $20 million. Your Role Support directors in setting up new financing files and throughout all stages of monitoring and renewing files. Act as an expert by leveraging your knowledge and extensive professional experience to provide clients with the advice they need. Help clients achieve their business goals by proposing financial strategies based on the most appropriate combination of specialized financing products. Provide expertise in financing structure, financial analysis, and all aspects of file evaluation. Identify risks and make recommendations to the credit committee in accordance with the Bank’s policies. Demonstrate a high level of collaboration and actively contribute to the achievement of your business unit’s objectives. Participate in preliminary meetings and present financing proposals to mid‑sized and large private companies with financing needs. Assist in preparing files, including due diligence reviews, financial analyses, and the implementation of appropriate financing structures. Take part in negotiations with internal and external stakeholders (credit committees, clients, legal and financial advisors, other financial institutions, syndication departments, etc.). Actively participate in all stages of monitoring and renewing existing credit facilities. Use credit risk profitability assessment tools to ensure compliance with financing and risk management policies and standards. Your Team Within the National Clients Group, you’ll be part of a large team of 40 colleagues and report to my position. Our team stands out for its commitment to operational excellence and customer satisfaction. Access to colleagues with diverse expertise, experiences, and backgrounds will enrich your development from every perspective. Requirements Completed bachelor’s degree related to the field and 7 years of relevant experience, or a completed master’s degree related to the field and 5 years of relevant experience. Experience in financial analysis (financial statements, projections, etc.). Experience in commercial credit and knowledge of the Commercial Banking sector. Experience with complex financing structures (business acquisitions, LBOs, senior residence financing, etc.). Ability to work with financial models in Excel. Your 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. We’re putting people first We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates Additional information Additional required languages: English, French Seniority level Director Employment type Full‑time Job function Finance and Sales Industries Banking #J-18808-Ljbffr
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Director Portfolio management
1 hour ago
Montreal (administrative region), Canada National Bank of Canada Full timeJoin to apply for the Director Portfolio Management role at National Bank of Canada. Joining the National Clients Group team as a Director Portfolio Management means working closely with other directors, acting as an expert resource, and proposing financial strategies to large and mid‑sized private companies—primarily in the healthcare industry—with...
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Director, Business Portfolio Management
6 days ago
Montreal (administrative region), Canada Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Director, Business Portfolio Management
2 weeks ago
Montreal (administrative region), Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Director, Business Portfolio Management
1 week ago
Montreal (administrative region), Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Director, Business Portfolio Management
4 days ago
Montreal (administrative region), Canada Sun Life Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Portfolio Manager, Managed Programs
2 weeks ago
Montreal (administrative region), Canada Worldsource Wealth Management Full timeWe are seeking a Registered Portfolio Manager to join our dynamic, fast-growing independent wealth management firm in Canada. In this role, you will help design, build, and manage multi‑asset portfolios that support retail advisors and their clients nationwide.The ideal candidate is bilingual in French and English, with proven expertise in investment...
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Montreal (administrative region), Canada National Bank of Canada Full timeA leading financial institution in Montreal is seeking a Director Portfolio Management to join the National Clients Group. The role involves proposing financial strategies for large private companies, primarily in healthcare, and requires expertise in financial analysis and complex financing structures. Candidates with a bachelor’s degree and extensive...
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Montreal (administrative region), Canada National Bank of Canada Full timeA leading financial institution in Montreal is seeking a Director Portfolio Management to join the National Clients Group. The role involves proposing financial strategies for large private companies, primarily in healthcare, and requires expertise in financial analysis and complex financing structures. Candidates with a bachelor’s degree and extensive...
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Brand Portfolio Director – Wine
4 weeks ago
Montreal (administrative region), Canada Dandurand Group Full timeA beverage manufacturing company based in Montreal is seeking a Brand Portfolio Director to develop and execute commercial strategies for wine portfolios across Canada. The role involves supervising Brand Managers, building strong relationships, and managing marketing processes. The ideal candidate will have significant marketing experience, strong...
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Director of Alternative Asset Allocation
4 weeks ago
Montreal (administrative region), Canada Scotiabank Full timeA leading Canadian bank seeks a Director for Alternative Asset Allocation in Montreal. The role involves designing and supporting alternative investments within client portfolios, collaborating closely with distribution teams, and providing portfolio insights. Ideal candidates should have over 10 years of experience in asset management, along with preferred...
