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Added 1 hour ago
Intern, Private Client Service
Connor, Clark & Lunn Private Capital Ltd.
Calgary, AB
The Private Client Intern position is geared toward students either in their third/fourth year of an undergraduate degree with a focus on Finance, Business Administration, and/or Economics.…
Added 1 hour ago
Intern, Private Client Service
Connor, Clark & Lunn Private Capital Ltd.
AB
The Private Client Intern position is geared toward students either in their third/fourth year of an undergraduate degree with a focus on Finance, Business Administration, and/or Economics.…
Added 3 hours ago
Associate, Technical Support
Scotiabank
Toronto, ON
The incumbent is responsible for technical systems and business application support to all production and client-server systems maintained within Scotia Global Asset Management.
Added 4 hours ago
ScotiaMcLeod Administrative Associate - Markham
Scotiabank
Markham, ON
Ensure effective client administration by managing all administrative processes and escalations requiring investigation
Added 4 hours ago
Senior Fund Accountant, Private Markets
MUFG Investor Services
Halifax, NS
Full-time
The Senior Associate will play a key role in the delivery of fund administration services to private market clients with a focus on private equity structures. This role is responsible for…
Added 4 hours ago
Senior Fund Accountant, Private Markets
MUFG Investor Services
Halifax, NS
Full-time
The Senior Associate will play a key role in the delivery of fund administration services to private market clients with a focus on private equity structures. This role is responsible for…
Added 9 hours ago
Associate, Execution, National Client Group
National Bank of Canada
Toronto, ON
Full-time
A career as an Associate, Execution at the Ontario National Client Group team at National Bank means being part of a winning team. Financial professionals working together to be the best at…
Added 2 days ago
PIA Client Service Associate
TD
Montreal, QC
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 2 days ago
Associate Director, Commercial Banking (Corporate Finance Group)
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Toronto, ON · FCP
The Associate Director plays a critical role in supporting the growth and risk‑management objectives of the portfolio. This role requires a combination of advanced financial analysis,…
Added 2 days ago
PIA Client Service Associate
TD
Brampton, ON
Full-time
…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
Added 2 days ago
Private Trust Client Service Associate - Indigenous Trust Services (ITS)
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Winnipeg, MB · Calgary, AB
Full-time
We are seeking a Private Client Services Associate – Indigenous Trust Services (ITS) who will provide support in trust administration, assisting the team in delivering a legendary client…
Added 2 days ago
PIA Client Service Associate
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…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
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IIA Administrative Associate, ScotiaMcLeod (Spanish/English)
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Toronto, ON
Ensure effective client administration by following up with clients on missing documentation required as per the industry regulatory requirements, maintaining client files and information…
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ScotiaMcLeod Administrative Associate - St John's
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St. John's, NL · Greater St. John's Metropolitan Area
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As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
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Senior Litigation Lawyer
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Toronto, ON
Full-time
…lawyers and staff working on them. Business development, firm administration, and operational functions are managed by dedicated teams. Compensation is independent of client…
Added 3 days ago
ScotiaMcLeod Administrative Associate - St John's
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Foundations Associate, Philanthropic Services - Montreal, QC (12-month contract)
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The Foundations Associate will carry out instructions from donors, their advisors, and other external contacts within the business and charitable community under the guidance and direction…
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Sr Client Onboarding & Acct Serv Specialist
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Vancouver, BC
$65,000 to $75,000 CAD / year
Full-time
…employees nationwide and approximately $10 billion in assets under administration. Known for its entrepreneurial spirit and client-first approach, Ventum Financial provides expertise across…
Added 4 days ago
PIA Client Service Associate
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…value clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor…
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PIA Client Service Associate
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District manager
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Added 4 days ago
IIA Administrative Associate, ScotiaMcLeod (Spanish/ English) - Toronto
Scotiabank
Toronto, ON
Ensure effective client administration by following up with clients on missing documentation required as per the industry regulatory requirements, maintaining client files and information…
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ScotiaMcLeod Administrative Associate - Winnipeg
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Winnipeg, MB
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As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
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Clinic Experience Associate
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September 2027 - Strategy& Value Creation Non-CPA - Full time - Toronto
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…solvers tackling the world’s most important problems. As a New Associate in our market leading Deals practice, you’ll be part of a diverse, inclusive team that values your perspective and…

National Bank of Canada

Associate, Execution, National Client Group

Toronto, ON, Canada

Job type: Full-time
Apply by: Oct 28, 2026
Experience: 3 to 5 years of experience in Corporate or upper mid-market Commercial Banking or related field.
Posting language: English
Posted: Sep 28, 2026

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Original job description

A career as an Associate, Execution at the Ontario National Client Group team at National Bank means being part of a winning team. Financial professionals working together to be the best at delivering relevant and timely financial solutions that power the growth of Canadian businesses.

In this role you actively participate in a wide variety of complex senior debt lending mandates comprised of both bilateral and syndicated transactions headed by senior members of the National Client Group lending team.

Your job:

Support the day-to-day management of the Ontario National Client Group credit portfolio and assist with the execution of new lending opportunities/mandates as needed.
Perform high-quality credit analysis and deal structuring activities in accordance with Bank standards while partnering with the Director(s), National Client Group (Execution and Relationship Management), in managing and growing an existing portfolio(s) of complex lending relationships.
Perform transaction financial modeling (Microsoft Excel, S&P Capital IQ) and Borrower Risk Ratings on a portfolio of existing and prospective clients.
Independently manage an assigned portfolio of Annual Reviews while working collaboratively with Directors on more complex renewals.
Assist Directors by working closely with financial advisors, private equity sponsors and internal banking partners (i.e. derivative hedging, loan syndications and investment banking) to perform required due diligence on prospective new transaction opportunities.
Work in close collaboration with other Associates and Client Account Representatives on credit submission requests and ensure that client and collateral files are updated in a timely manner.

Your team

As a part of the Ontario National Client Group team, you are part of a dynamic and highly motivated team, and you report to the Director & Team Lead, Execution, National Client Group. Our team stands out for its excellence in transaction delivery, execution and collaboration with an integrated go-to-market strategy. The portfolio consists of a balance of large Canadian private businesses coupled with private equity sponsor-backed deals across diversified industries (both bilateral and syndicated transactions). Working hours are largely dictated by portfolio demands with occasional non-standard working hours under a hybrid working model (possibility of working from home up to 3-days a week).

Our training programs take an experiential approach in which you will collaborate with senior members of the National Client Group deal team and gain hands-on experience underwriting complex transactions and managing an active portfolio. As you develop your professional skillset and gain valuable transaction and portfolio management experience, several growth opportunities exist – both within the National Client Group team and within the broader Bank.

Requirements:

Hold a Bachelors’ degree in finance, accounting or related field to the sector of activity
Professional designation(s) and/or an advanced degree in Finance, Accounting or Business Administration is considered a strong asset
3 to 5 years of experience in Corporate or upper mid-market Commercial Banking or related field.
Strong knowledge of credit underwriting, loan structuring (bilateral/syndicated transactions) and financial statement analysis.

Languages: English
Required skills: Accountability, Client-focused, Communication, Emotional Intelligence, Learning Agility, Listening, Teamwork

Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* 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!

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More about this job

Responsibilities

Support the management of the Ontario National Client Group credit portfolio and execute new lending opportunities, including complex bilateral and syndicated transactions. Conduct credit analysis, financial modeling, risk ratings, annual reviews, deal structuring, and due diligence while collaborating with directors, clients, and internal banking partners.

Requirements

A bachelor’s degree in finance, accounting, or a related field is required, while a professional designation or advanced degree is an asset. Candidates should have 3 to 5 years of corporate or upper mid-market commercial banking experience, with strong knowledge of credit underwriting, loan structuring, and financial statement analysis.

Skills

Credit Underwriting
Loan Structuring
Financial Statement Analysis
Financial Modeling
Credit Analysis
Portfolio Management
Transaction Execution
Due Diligence
Risk Rating
Communication
Teamwork
Accountability
Client Focus
Emotional Intelligence
Learning Agility
Listening

Benefits

Health and Wellness Program
Flexible Group Insurance
Pension Plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential Banking Services
Community Initiatives
Telemedicine Service
Virtual Sleep Clinic

Visa sponsorship

Not detected in the job text

Keywords

National Client Group
Corporate Banking
Commercial Banking
Credit Portfolio
Credit Underwriting
Credit Analysis
Senior Debt Lending
Bilateral Transactions
Syndicated Transactions
Loan Structuring
Financial Statement Analysis
Financial Modeling
Microsoft Excel
S&P Capital IQ
Borrower Risk Ratings
Annual Reviews
Portfolio Management
Transaction Execution
Due Diligence
Private Equity Sponsors
Financial Advisors
Derivative Hedging
Loan Syndications
Investment Banking
Credit Submissions
Collateral Files

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