Description
The Senior Director, Financing Solutions and Portfolio Management in the Private Banking 1859 team at National Bank serves as a strategic leader in credit and financing, delivering sophisticated solutions to private banking clients, including complex high-net-worth client situations. This role allows you to have a meaningful impact on our organization through your expertise in credit structuring, portfolio oversight and leadership, while helping relationship teams deliver sound, client‑focused financing solutions aligned with risk standards.
In this role, you focus on what matters most to you: leading experienced professionals, solving complex financing challenges, and contributing to sustainable growth while maintaining strong risk discipline.
Your role:
- Provide leadership and people management for a team of underwriting and financing professionals across Western Canada, including coaching, performance management, compensation decisions, and formal evaluations
- Oversee complex credit structuring by guiding analysis, structuring, recommendation, review, and approval of sophisticated financing solutions while ensuring alignment with credit policies and governance standards
- Balance client needs with risk management and Bank appetite by shaping deal structures that align client objectives with portfolio performance and the Bank’s risk appetite, including early engagement, challenge, and escalation on complex transactions
- Ensure high-quality underwriting standards through regular file reviews, direct authorship of credit applications when needed, and maintaining consistency, accuracy, and discipline across the team
- Lead portfolio governance and risk oversight including monitoring overdrafts, excesses, compliance metrics, emerging risks, and managing the regional watchlist with active involvement in higher-risk or deteriorating files
- Own governance reporting and risk alignment by delivering Western Canada PB1859 inputs into biannual reporting and acting as the primary liaison with Credit Risk for adjudication alignment and issue escalation
- Collaborate effectively with internal partners including Private Bankers, relationship teams, and Credit Risk to ensure timely decisioning and execution of financing solutions
- Champion credit excellence and capability building by delivering structured coaching, training programs, case studies, and ongoing feedback to enhance underwriting and banker effectiveness
- Support complex and sensitive client situations through senior-level involvement, escalation support, and hands-on guidance in high-stakes scenarios
- Build strong internal relationships and culture across the Private Banking team to promote a consistent, best-in-class client experience
- Contribute to product and program evolution by providing feedback to Head Office and participating in product development initiatives
Your team:
The Senior Director, Financing Solutions & Portfolio Management will bring together experienced underwriters who work collaboratively to deliver tailored, high‑value solutions to sophisticated clients. The team operates with a strong client focus, disciplined risk management, and a continuous improvement mindset.
You’ll join a team of seasoned professionals and report to Head of Credit Execution, Western Canada. The team is recognized for its expertise in complex lending structures, strong partnership with relationship teams, and commitment to sound risk practices.
Requirements:
- Hold a Bachelors’ degree in accounting, business, economics, finance, or a related field
- A professional designation(s) and/or an advanced degree is considered a strong asset
- Minimum of 15 years of experience in a combination of private banking and commercial banking (including upper mid-market)
- Demonstrated experience with credit underwriting, loan structuring, financial statement analysis, financial modeling, security fundamentals and legal documentation
- Proficiency with the Microsoft suite of products (Excel, Word, PowerPoint) used in the creation of presentations and other written documents
- Experience in hiring, training and coaching junior and professional level staff
- Strong interpersonal and communication skills with an ability to form and present well-reasoned recommendations
* 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 * Involvement in community initiatives * Telemedicine service * Virtual sleep clinic
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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment 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 inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
