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Leads financing and investment activities for Canadian defense and dual-use companies. Responsibilities include evaluating and structuring loans, mezzanine financing, quasi-equity, and investment transactions; managing portfolio risk and performance; developing business relationships; advising clients on growth and regulated supply chains; and collaborating on financing, advisory, market intelligence, and investment strategy initiatives.

Leads annual planning, forecasting, target-setting, performance analysis, and resource allocation for client-facing business lines. Translates strategic questions into analytical methodologies, models, scenarios, and performance frameworks using Excel, SQL, and advanced analytics. Identifies performance gaps, risks, trends, and opportunities; challenges assumptions; validates deliverables; and presents actionable recommendations to senior leadership. Collaborates with stakeholders and coaches colleagues on analytical quality and insight development.

The Senior Account Manager will generate new business opportunities and manage an existing portfolio, focusing on financing and advisory services tailored to entrepreneurs' needs.

Develop new commercial banking business and manage a portfolio of entrepreneur clients with $3 million to $50 million in revenue. Assess business needs, recommend financing and advisory solutions, analyze financial statements and credit risk, structure and negotiate loans, pursue sales opportunities, retain clients, and build referral networks within the Centre-du-Quebec business community.

Manage relationships with technology-sector business owners, diagnose their financing and business needs, develop new opportunities, execute marketing and business-development plans, and analyze, negotiate, and present loan proposals. The role focuses on client growth and retention, credit judgment, advisory services, prospecting, and partnership development within the Quebec technology business community.

Leads growth, acquisition, and business-transfer financing for Canadian entrepreneurs. Responsibilities include business development, analyzing financing opportunities, structuring investments, conducting due diligence and loan underwriting, advising investee companies, managing portfolio risk, monitoring investments, and developing strong stakeholder and customer relationships. The role requires financial analysis, forecasting, risk assessment, negotiation, M&A knowledge, and fluency in English and French.

Supports strategic organizational transformation initiatives through change-management strategies, stakeholder engagement, impact and risk assessments, communications, training, adoption measurement, and benefits realization. Advises executives and managers, coordinates transformation activities, builds change-agent networks, supports digital and artificial intelligence adoption, and improves organizational change methods and practices.

Manage a portfolio of mid-market clients ($3M–$50M), generate new financing opportunities, analyze and present credit solutions, execute business development plans, and network locally to grow and retain clients.

Manage a portfolio of corporate borrowers and build relationships with entrepreneurs generating $3M–$50M in revenue. Identify business needs, provide advice, develop client opportunities, execute retention and growth plans, and analyze, negotiate, and present financing proposals using credit judgment. Deliver personalized service while meeting sales and business-centre objectives.

Evaluate and source investment opportunities, lead due diligence, build LBO and valuation models, prepare investment theses and recommendations, and support deal execution. Manage portfolio monitoring, financial forecasting, reporting, governance, budgeting, KPIs, and strategic initiatives for investee companies. Contribute to investment decisions, pipeline management, internal presentations, and business development activities while collaborating with entrepreneurs, advisors, consultants, and senior investment professionals.