Job Description
Overview
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. Our team is committed to operational excellence and customer satisfaction. Access to colleagues with diverse expertise, experiences, and backgrounds will enrich your development.
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.
Benefits
In addition to competitive compensation, you’ll be eligible for a wide range of flexible benefits to promote your wellbeing and that of your family.
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
These are a few of the benefits available. We have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas, and regular feedback and ongoing communication are encouraged.
We’re putting people first
— We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees. If you require accommodation, let us know during your first conversations with us. We welcome all candidates.
What can you bring to our team?
Come live your ambitions with us!
Additional required languages: English, French
Seniority level
Director
Employment type
Full-time
Job function
Finance and Sales
Industries: Banking
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Job Details
Posted Date:
October 5, 2025
Job Type:
Location:
Canada
Company:
National Bank of Canada
Ready to Apply?
Don't miss this opportunity! Apply now and join our team.