CareerPlan

ACCOUNT MANAGER, FINANCING

St-Laurent, CAFull-time2026-10-06 → 2026-11-11
Hybrid · Canada

Core

Account Manager leveraging network and interpersonal skills to generate new business opportunities and manage a portfolio of existing entrepreneurs through financing solutions and advisory services.

Role type

Account Manager (Financing)

Builds

Financing solutions and advisory services for Canadian entrepreneurs

Domain

Banking / Entrepreneurship / Commercial Credit

Deliverable

client delivery

Required skills

business development, commercial credit analysis, negotiation, credit judgment, networking, customer service, results orientation

Preferred skills

passion for entrepreneurship, team spirit, excellent communication

Technologies

N/A

Responsibilities

Meet with entrepreneurs to discuss business specifics and recommend service offerings; implement action plans to ensure client growth and retention while acquiring new clients; analyze, negotiate, and present financing proposals; network within local business community to solicit referrals.

Seniority

Mid-level (3+ years experience)