Senior Commercial Banking Advisor (Fraser Valley Area)
Envision Financial
Job DescriptionWe are currently seeking a Senior Commercial Banking Advisor to join our team.
Job DescriptionWe are currently seeking a Senior Commercial Banking Advisor to join our team.
The Senior Commercial Banking Advisor is responsible for ongoing management and growth of an assigned portfolio of high value members. This role provides the full range of commercial lending and investment services to commercial members and proactively identifies potential new commercial members through referrals, business development, networks, and contacts in the community.
Here’s what would be included as a part of your typical dayAccountabilities
Business Development: Establishes and maintains relationships with existing members, networks with external business organizations and individuals in the business community to generate referrals. Pursues relationships with new commercial members and actively promotes the organization through participation in community initiatives and events.
Portfolio Management: Assists in development of annual business plans by researching market opportunities and needs within the assigned market area;
and maintains regular contact with portfolio members and builds long term relationship that ensures the continued growth and profitability of portfolio
Sales and Service Strategy: Provides complex commercial lending and investment advisory services to commercial members for commercial mortgages, loans, lines of credit and registered investment products;
initiates referrals to product specialists as required;
and achieves or exceed annual sales and growth targets.
Risk Management: Conducts annual reviews or assists in compiling documents for annual reviews on commercial accounts within assigned portfolio and ensure all terms and conditions of credit are being met and reports regularly on the status and performance of portfolio;
initiates collection activity in the event of delinquency less than 90 days and recommends appropriate course of action to address significantly delinquent accounts and to maximize recovery of funds;
and assists credit recovery with collection activity on non accrual loans as required.
Credit Underwriting: Ensures the application of quality standards, risk management policies and sound underwriting decisions to all lending activities and approves commercial loans within assigned limits.
Required Skills, Experience & Qualifications
Bachelor's Degree in a related discipline or equivalent combination of education and experience
6 years in a commercial sales/lending role, or equivalent required
Proven abilities in complex financial statement analysis, risk assessment and risk management preferred
Advanced knowledge of relevant legislation and statutory requirements affecting the granting of commercial credit preferred
Strong relationship builder and communicator with a demonstrated ability to work well in a team environment
Excellent listening skills with the ability to understand the needs of a client and match appropriate solutions
Results oriented attitude with demonstrated business development techniques
Strong organizational and time management skills with the flexibility to adapt to a constantly changing environment
Proficiency in Microsoft Office Applications, specifically MS Excel and Word.
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
#J-18808-Ljbffr
Job DescriptionWe are currently seeking a Senior Commercial Banking Advisor to join our team.
The Senior Commercial Banking Advisor is responsible for ongoing management and growth of an assigned portfolio of high value members. This role provides the full range of commercial lending and investment services to commercial members and proactively identifies potential new commercial members through referrals, business development, networks, and contacts in the community.
Here’s what would be included as a part of your typical dayAccountabilities
Business Development: Establishes and maintains relationships with existing members, networks with external business organizations and individuals in the business community to generate referrals. Pursues relationships with new commercial members and actively promotes the organization through participation in community initiatives and events.
Portfolio Management: Assists in development of annual business plans by researching market opportunities and needs within the assigned market area;
and maintains regular contact with portfolio members and builds long term relationship that ensures the continued growth and profitability of portfolio
Sales and Service Strategy: Provides complex commercial lending and investment advisory services to commercial members for commercial mortgages, loans, lines of credit and registered investment products;
initiates referrals to product specialists as required;
and achieves or exceed annual sales and growth targets.
Risk Management: Conducts annual reviews or assists in compiling documents for annual reviews on commercial accounts within assigned portfolio and ensure all terms and conditions of credit are being met and reports regularly on the status and performance of portfolio;
initiates collection activity in the event of delinquency less than 90 days and recommends appropriate course of action to address significantly delinquent accounts and to maximize recovery of funds;
and assists credit recovery with collection activity on non accrual loans as required.
Credit Underwriting: Ensures the application of quality standards, risk management policies and sound underwriting decisions to all lending activities and approves commercial loans within assigned limits.
Required Skills, Experience & Qualifications
Bachelor's Degree in a related discipline or equivalent combination of education and experience
6 years in a commercial sales/lending role, or equivalent required
Proven abilities in complex financial statement analysis, risk assessment and risk management preferred
Advanced knowledge of relevant legislation and statutory requirements affecting the granting of commercial credit preferred
Strong relationship builder and communicator with a demonstrated ability to work well in a team environment
Excellent listening skills with the ability to understand the needs of a client and match appropriate solutions
Results oriented attitude with demonstrated business development techniques
Strong organizational and time management skills with the flexibility to adapt to a constantly changing environment
Proficiency in Microsoft Office Applications, specifically MS Excel and Word.
Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.
#J-18808-Ljbffr
Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the Senior Commercial Banking Advisor (Fraser Valley Area) in Winnipeg, MB vacancy
$98.21k per year
...candidates are welcomed for the diverse perspectives and experiences they bring. About the Role RBH is looking for a Sr. Supervisor Commercial Area to lead commercial activities across Manitoba and Saskatchewan. You will lead, coach and develop a team of Territory Executives...SeniorFull timeInternshipFlexible hours- ...We are seeking a Senior Construction Advisor or Contract Administrator to join our Winnipeg-based Water team. This is an opportunity for a seasoned... ...wastewater, industrial, or heavy civil projects. Sound commercial judgment and a demonstrated ability to resolve complex field...SeniorContract workFor contractors
- ...A leading recruitment agency is seeking a Senior Estimator for Commercial and Institutional Projects in Winnipeg. The candidate will manage estimating activities, align bids for project success, and drive improvements in estimating workflows. With over 10 years of experience...Senior
$80k - $160k per year
Application Deadline:11/11/2026Address:201 Portage AvenueJob Family Group:Commercial Sales & ServiceCorporate Finance Team Overview:The Corporate Finance team within Canadian Commercial Banking, is part of BMO Financial group and covers both public and large private corporate...SeniorFull time- ...sponsorship investments at Desjardins through strategic thinking, analytics, and commercial acumen in a hybrid Toronto role. Lead partnerships supporting brand and business priorities. As Senior Advisor, Brand Sponsorships, you will manage provincial and national sponsorship...Senior
- ...supported by a strong network and interpersonal skills.BDC seeks a Senior Commercial Account Manager to grow and retain a client portfolio while... ...abilitySupport entrepreneurs as a BDC senior commercial banking advisor using financing knowledge, networking, and trusted client...Senior
- ...performing culture. Join a winning team at Scotiabank! Are you enthusiastic about making an impact for Canadian businesses? In Canadian Commercial Banking, we do not just serve businesses - we serve possibilities. About the Opportunity: Are you passionate about building...SeniorFull time
- ...Lead banking operations across any Provincial Credit Union branch in PEI, applying strategic... ...and Deposit & Account Administration. This senior leader translates organizational... ...Experience leading managers and functional areas Experience with process improvement and...Senior
$65k - $95k per year
...construction. This role is ideal for someone who enjoys working outdoors, thrives in hands‑on environments This role is based out of the Fraser Valley, with the possibility of travel to out‑of‑town projects on a rotational schedule. If you are positive, people‑oriented, and eager...Flexible hoursNight shift- A career as a Senior Director, Commercial Banking at National Bank means being responsible for growing the portfolio of business clients assigned to you... ...President, you will manage a portfolio of clients covering the Fraser Valley region.Our training programs use on-the-job...SeniorLocal area
$24.45 per hour
...or older with the ability to read and speak English for safety · Have a valid driver's license within the state of employment (a commercial driver’s license (CDL) is not required) · Be able to operate and navigate a delivery van, weighing 10,000 lbs. or less (you do not...Full timePart time$43.9k - $58.6k per year
..., Manitoba, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: $43,900 - $58,600 CAD TD is committed to providing... ...Overview: At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our...Full timeWork at officeWork from home- ...career with us as a future Account Manager/Banking Advisor. What will you do?... ...Type: Part timePlatform: PERSONAL & COMMERCIAL BANKINGJob Type: RegularPay Type:... ...one of the largest and most successful banks in the world. Maintaining a workplace where...Flexible hours
- Banque Nationale recherche un Directeur senior, Services aux entreprises pour piloter la croissance du portefeuille d’entreprises dans la région Fraser Valley. Vous collaborez avec des spécialistes et des gestionnaires en solutions de financement pour offrir des solutions adaptées...Senior
- ...PermanentSchedule: Full-Time29-Oct-2026Area(s) of interest: Advisory services, Commercial bankingLocation(s): Abbotsford, Langley, SurreyBeing a Senior Sales Director, Commercial Banking for the Fraser Valley market at National Bank means assuming a senior strategic...SeniorLong term contractLocal areaFlexible hours
$43.9k - $58.6k per year
..., Manitoba, Canada Hours: 37.5 Line of Business: Personal & Commercial Banking Pay Details: $43,900 - $58,600 CAD TD is committed to providing... ...Overview: At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our...Full timeTraineeshipWork at officeWork from homeRelocation$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range:... ...wealth management solutions and investment banking services. We are a leading independent wealth... ..., working closely with Thane Stenner and senior team members. Build trusted,...SeniorLong term contractWork at office$16.4 per hour
...Description About the Role As a Sales Advisor , you'll be responsible for providing excellent... ...trends, stories & products in all areas of the store Ability to effectively promote... ...customer interactions Support with commercial or operational actions to reach sales...Hourly payFull timeInternshipLocal areaImmediate startFlexible hoursWeekday work- We are banking at another level. Choosing BDC as your employer means working in a healthy... ...Book POSITION OVERVIEWBDC is the only bank dedicated exclusively to Canadian... ...management consulting and advisory solutions in areas such as operational efficiency, international...Flexible hours
- ...eyewear and eyecare industry. Discover more by following us on LinkedIn! JOB DESCRIPTION GENERAL FUNCTION The EyeCare Advisor creates exceptional value in the lives of our customers by delivering the LensCrafters Experience. Ensures all patients receive the...Minimum wagePart timeWork at officeLocal area
- ...America, Europe, and Asia, and operate in Winnipeg, the Chicago area, and remotely across North America and Europe. ARxIUM is proud... ...Location: Winnipeg, MB (Hybrid) Position Summary The Commercial Coordinator supports ARxIUM’s commercial operations by coordinating...Full timeWork at officeRemote workFlexible hours
$50k - $100k per year
...with a dedicated and professional Investment Advisor, while maintaining active participation in... ...technical, financial, and interpersonal areas to accelerate your path to building a... ...financial institutions and is the fifth largest bank in North America by branches/stores. Every...Work from home- Job Description Job Description Job Requirements & Working Conditions Work Environment Outdoor work in cold, snowy, and icy weather conditions. Day, Evening and overnight shifts On-call availability required during snow events. Personal protective equipment...Night shiftDay shiftAfternoon shift
- Shape customized commercial banking solutions at Meridian while serving Members in London and Guelph through a hybrid work opportunity.This Director, Commercial Services role leads relationships with complex commercial accounts and groups requiring lending above $5,000,000....Senior
$70k - $150k per year
...King Street WestJob Family Group: Commercial Sales & ServiceSenior Relationship Manager Commercial Banking - Mid Market At BMO, we... ...business success. As a trusted advisor, we deliver a full suite of commercial... ...partners, risk teams, and senior leaders to deliver complete client...SeniorPart time- Lead strategic commercial banking relationships at BMO using credit analysis and tailored financial... ...clients. Work from 100 King Street West.As Senior Relationship Manager, Commercial Banking... ...client portfoliosDevelop trusted advisor relationships with key decision-makersStructure...Senior
- ...ensuring deployment automation. Your work will empower teams across Tangerine to leverage cloud technologies effectively, enhancing banking solutions for customers. Key Responsibilities: Develop and maintain secure cloud platform services Automate provisioning and...
- ...Missions/Main Duties Provide strategic commercial leadership for the EHTH Alliance,... ...the lead Owner Representative commercial advisor to Project Delivery and Program Controls... ...commercial strategies, and business cases to senior leadership and stakeholders. Strong commercial...SeniorContract work
- ...to travel within Simcoe and Tillsonburg area to provide client coverage as needed.What... ...? Must-have Minimum 3-5 years commercial banking experienceProven track record in business... ...success that is mutual.World-class sales and senior leadership training with countless...SeniorFlexible hours
- ...career goals. Canadian BankingCanadian Banking is comprised of TD’s Canadian personal... ...Overview & Key ResponsibilitiesThe Senior Counsel, Commercial Banking & Lending, provides legal advice... ...role with principal accountability in the areas of strategic and tactical advice,...SeniorTemporary workWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Commercial Banking Advisor (Fraser Valley Area). Be the first to apply!
Related searches
- sales specialist Winnipeg, MB
- small business sales representative Winnipeg, MB
- inside sales rep Winnipeg, MB
- inside sales representative Winnipeg, MB
- représentant ventes externes Winnipeg, MB
- junior sales representative Winnipeg, MB
- commercial banking associate Winnipeg, MB
- design sales consultant Winnipeg, MB
- food products sales representative Winnipeg, MB
- automotive sales consultant Winnipeg, MB



