National Bank

Financial Solutions Account Manager

📍 Location
montreal, montreal (administrative region)
⏰ Job Type
Full-time
📅 Posted
May 28, 2026
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Job Description

Lead and optimize financial solutions as an Account Manager for small and medium businesses. Develop client strategies, perform analyses, and negotiate tailored terms while ensuring service excellence.

This role emphasizes client portfolio development and achieving business objectives through tailored proposals. You will leverage your established network to identify opportunities and manage financial risks effectively. Collaborating within a team of experts, you’ll provide the best solutions to meet client needs.

Key Responsibilities:
• Manage and develop client portfolios effectively
• Propose customized financial solutions
• Perform detailed financial analyses
• Negotiate terms for client products
• Uphold compliance and risk management standards

Requirements:
• 3–7 years of experience in relevant areas
• University certificate or advanced degree preferred
• Experience in business development essen...

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