CLIENT PARTNER

Posted 11 Days Ago
Be an Early Applicant
North York, PA, USA
In-Office
Senior level
Fintech • Payments • Financial Services
The Role
Develops and manages a portfolio of small and medium-sized business clients in North York. The role identifies financing and advisory needs, analyzes financial performance and risks, develops new business through networking and referrals, and coordinates internal partners to deliver integrated solutions. Responsibilities include relationship management, commercial lending, credit assessment, client presentations, and supporting entrepreneurs’ strategic and financial objectives.
Summary Generated by Built In

We are banking at another level.

Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.

Choosing BDC as your employer also means:

  • Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few   

  • In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1

  • A hybrid work model that truly balances work and personal life

  • Opportunities for learning, training and development, and much more... 

Explore the BDC Way in our Culture Book


POSITION OVERVIEW


BDC is the only bank dedicated exclusively to Canadian entrepreneurs. As a Client Partner, you will develop and manage relationships with small and medium-sized business clients, providing financing and advisory solutions that support their growth. Your work contributes directly to the success of Canadian businesses while helping clients achieve their strategic and financial objectives. At BDC, you can be yourself at work, and we value inclusion, equity, and diversity.

 

CHALLENGES TO BE MET


  • Build and maintain a portfolio of business clients in the North York market.
  • Identify client needs and deliver appropriate business solutions.
  • Develop new business opportunities through networking, referrals, and market outreach.
  • Analyze client information and assess opportunities and risks.
  • Maintain strong relationships with internal partners to deliver integrated client solutions.
  • Contribute to BDC's mission of supporting the growth of Canadian entrepreneurs.

 

WHAT WE ARE LOOKING FOR

  • Bachelor's degree in Business Administration, Commerce, Finance, Economics, or a related field, or equivalent combination of education and experience.
  • Experience managing business-to-business (B2B) client relationships.
  • Experience in commercial lending, business financing, banking, financial services, or a related field.
  • Ability to analyze financial statements, cash flow, and business performance indicators.
  • Knowledge of credit analysis and risk assessment principles.
  • Proven experience developing new business opportunities and managing a client portfolio.
  • Strong communication, relationship management, and presentation skills.
  • Ability to work independently and manage multiple priorities.
  • Valid driver's license and ability to travel within the assigned territory, if required.

 

Preferred Qualifications


  • Experience serving small and medium-sized enterprises (SMEs).
  • Experience in commercial banking, equipment financing, asset-based lending, or business advisory services.
  • Professional designation such as CPA, CFA, or related financial credential.
  • Established business network within the North York and Greater Toronto Area market.
  • Bilingualism (English/French) or additional language skills relevant to the local market.
  • Experience using CRM systems and financial analysis tools.

Proudly one of Canada’s Top 100 Employers and one of Canada’s Best Diversity Employers, we are committed to fostering a diverse, equitable, inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application, please do not hesitate to contact us at [email protected].

While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.

Skills Required

  • Bachelor’s degree in Business Administration, Commerce, Finance, Economics, or a related field, or an equivalent combination of education and experience
  • Experience managing business-to-business client relationships
  • Experience in commercial lending, business financing, banking, financial services, or a related field
  • Ability to analyze financial statements, cash flow, and business performance indicators
  • Knowledge of credit analysis and risk assessment principles
  • Experience developing new business opportunities and managing a client portfolio
  • Strong communication, relationship management, and presentation skills
  • Ability to work independently and manage multiple priorities
  • Valid driver’s license and ability to travel within the assigned territory, if required
  • Experience serving small and medium-sized enterprises
  • Experience in commercial banking, equipment financing, asset-based lending, or business advisory services
  • Professional designation such as CPA, CFA, or a related financial credential
  • Established business network within the North York and Greater Toronto Area market
  • Bilingualism in English and French or additional relevant language skills
  • Experience using CRM systems and financial analysis tools
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The Company
HQ: Montréal
4,498 Employees
Year Founded: 1944

What We Do

We are BDC, the bank for Canadian entrepreneurs. Our mission is to help create and develop strong Canadian businesses through financing, consulting services and securitization, with a focus on small and medium-sized enterprises. Through our subsidiary—BDC Capital, we also offer a full spectrum of specialized financing, including venture capital, equity as well as growth and business transition capital. BDC, Canada’s first B Corp bank. B Corps are certified Beneficial companies. Their purpose is to create value for society as well as money. They meet high standards of transparency and accountability, and create positive social and environmental benefit. Learn more at www.bcorporation.net. Social Media Community Guidelines: https://www.bdc.ca/EN/about/social_media/Pages/social-media-guidelines.aspx

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