Description
This is a thrilling moment to join National Bank’s Technology & Innovation Group and become part of a winning team of professionals working together to grow our market share. Our team is dedicated to building long-term relationships with Canadian private and public companies, as well as private equity-backed businesses, by offering comprehensive solutions that support their growth, including:
- Traditional financing: Lines of credit, term loans, and other conventional financial instruments
- Venture Debt
- MRR (Monthly Recurring Revenue) Financing
- Syndicated loans as Banking Agent or participant
- Capital Call Lines for investment funds
We are looking for a results-driven individual eager to contribute to a dynamic team strongly focused on market expansion.
Your Role:
Reporting to the Managing Director and Team Lead for Eastern Canada, the Senior Account Director will thrive in a collaborative, team‑oriented environment with the mission of strengthening National Bank’s presence in the technology market.
The successful candidate will have a proven track record in financial analysis and strong credit expertise to identify, negotiate, structure, and underwrite complex transactions.
Key Responsibilities :
Business Development
- Develop a comprehensive and robust business development plan
- Prepare and present pitch materials and formal presentations to existing and prospective clients
- Structure and analyze a wide range of innovation‑sector profiles: startups, venture-backed companies, private companies, and publicly traded firms
- Collaborate closely with internal teams (Investment Banking, NA Ventures, Corporate Banking, Capital Markets) and external partners
- Introduce key internal partners (Private Wealth 1859) and external stakeholders
- Coordinate negotiations with internal stakeholders (legal, credit, syndications) and external parties (clients, financial institutions)
- Contribute to the growth of loans and deposits, conduct due diligence activities, manage risk, and ensure client satisfaction
Portfolio Management
- Support and collaborate with the account manager, financial services director, and treasury director in client management
- Oversee onboarding of new financing files and monitor renewals
- Identify financial risks and recommend mitigation strategies
- Coordinate approvals and contribute to continuous improvement of risk management processes and tools
Behavioral Expectations
- Support the management team in achieving objectives
- Embody the Bank’s culture and values: entrepreneurial mindset, empowerment, collaboration, and agility
- Act as a team player and leader, demonstrating commitment and resilience
Prerequisites:
- Bachelor’s degree with 7 years of relevant experience, or master’s degree with 5 years of relevant experience
- Professional designation is an asset
- Strong expertise in commercial credit
- Experience in the technology sector or similar, with knowledge of venture capital and/or private equity
- Knowledge of complex financing structures (syndicated loans, capital markets instruments)
- Experience in business development and negotiation
- Excellent verbal and written communication skills and strong interpersonal abilities
- Bilingualism (French/English) required due to national coverage