Directeur(trice) régional(e) bilingue, Prêts spécialisés

Accountabilities

• • Represent the specialized lending function across an assigned territory, maintaining a high standard of professionalism, integrity, and client service.
  • Promote specialized lending products and related banking solutions by building and maintaining strong relationships with financial advisors and other referral partners.
  • Generate new business opportunities through proactive outreach, presentations, email campaigns, relationship development, and collaboration with professional networks and centers of influence.
  • Work directly with advisors and clients to understand financial objectives, assess lending opportunities, and develop solutions that complement broader wealth, insurance, and investment strategies.
  • Prepare complete and well-supported lending submissions for pricing and approval, demonstrating a clear understanding of the transaction, client activities, financial strategy, and lending rationale.
  • Contribute to regional and national business development initiatives by promoting new products, enhancements, and strategic programs.
  • Manage an ongoing communication plan with advisors to strengthen existing relationships, identify opportunities, and support sustainable business growth and profitability.
  • Collaborate with partners across private wealth, personal banking, insurance, securities, and other distribution channels to deliver an integrated, “one-team” experience.
  • Assess preliminary lending opportunities and determine the likelihood and strategic fit of potential transactions before advancing proposals.
  • Identify operational improvements and provide market feedback that can help enhance existing products, services, and future offerings.

  Requirements

  • 10+ years of experience in commercial banking, business banking, or a closely related financial services environment.
  • Professional fluency in both English and French, with the ability to serve clients and partners across multiple Canadian provinces.
  • Strong consultative sales capabilities, including prospecting, information gathering, solution development, negotiation, closing, and ongoing relationship management.
  • Strong financial analysis skills, including the ability to evaluate business financial statements and assess lending opportunities against established policies and risk considerations.
  • Solid understanding of the financial services and banking industries, with practical knowledge of permanent life insurance.
  • Demonstrated ability to work effectively with financial advisors, professional partners, clients, and multiple distribution networks.
  • Proven presentation and communication skills, both written and verbal, with the ability to explain sophisticated financial solutions clearly.
  • Strong negotiation, organization, prioritization, and multitasking skills, combined with a disciplined and methodical approach to work.
  • Ability to assess the potential for lending participation based on preliminary analysis and sound commercial judgment.
  • Strong relationship-building skills and the ability to collaborate across functions and business units.
  • Comfort using technology and digital tools to support business development, client engagement, and day-to-day responsibilities.
  • Ability and willingness to travel throughout the assigned territory as required.
  • Ability to work independently while coordinating initiatives across multiple stakeholders and managing competing priorities effectively.

  Benefits

  • Fully remote work arrangement within Canada.
  • Competitive compensation based on market conditions, location, qualifications, education, experience, and role-related expertise.
  • Eligibility for incentive compensation linked to individual and organizational performance.
  • Comprehensive customizable benefits, including medical, dental, vision, mental health, life insurance, accidental death and dismemberment, and short- and long-term disability coverage.
  • Family-focused benefits, including adoption, surrogacy, and other eligible healthcare support.
  • Employee and family assistance programs.
  • Retirement savings programs, including pension options and an employee share ownership program with employer matching contributions, where eligible.
  • Financial education, planning, and advisory resources.
  • Paid holidays, vacation, personal days, sick leave, and applicable statutory leaves.
  • Learning, professional development, and career growth opportunities.
  • A flexible and inclusive work environment focused on employee wellbeing, recognition, and long-term development.
  • Opportunities to collaborate across a broad range of financial services and distribution channels.
  • Reasonable accommodations available throughout the recruitment and assessment process.