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Senior Director, Business Transfer

Disability Solutions

Company : Disability Solutions

Location : Montreal, QC

Posted Date : 28 October 2025

Job Type : Other

Category : Management

Occupation : Director

Job Details

Do you have experience in mergers and acquisitions? Have you demonstrated strong business development skills? Do you possess solid knowledge of financial products for businesses?

Building a career as a Senior Director - Business Transfer at National Bank means quickly becoming the go-to resource to support clients in their transition projects.

Reporting to the Lead Credit Support, this role is based in Montreal.

Your Role:
  • Identify and develop business opportunities in your market.
  • Establish business development strategies.
  • Support entrepreneurs in the transition of their business (to family, management, or external interests).
  • Propose financial strategies tailored to merger and acquisition contexts.
  • Adapt and optimize financial products based on evolving client needs.
  • Develop sales and business development plans.
  • Collaborate with the transfer team to achieve objectives.
  • Identify risks inherent to the Personal and Business sector activities.


Your Team:

Within the Commercial and Private Banking 1859 sector, you'll join a team of professionals supporting business clients. You'll also be surrounded by a network of specialists who help you offer the most suitable solutions for client needs.

Our training programs are based on on-the-job learning to help you master your role. You'll have access to personalized training content on topics such as banking solutions and consultative approaches to support your continuous learning. You'll also benefit from colleagues with a wide range of expertise, experience, and backgrounds to enrich all aspects of your development.

Prerequisites:
  • Depending on your academic background, you must have between 4 and 8 years of experience in business development and sales in the financial sector:
    • University certificate + 8 years of experience
    • Bachelor's degree + 7 years of experience
    • Master's degree + 5 years of experience
  • Experience in sales, financial statement analysis, commercial credit, mergers and acquisitions.
  • Established network of contacts among local businesses.
  • Experience in business valuation (an asset).
  • CPA or CICBV designation (an asset).
Languages:

English, French

Reason to require this language: you will need to discuss frequently with our service providers or partners who speak a language other than French.

Skills

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Business Development Communication Emotional Intelligence Problem Solving Teamwork Accountability Client-focused Learning Agility Standards Compliance Listening

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.

* 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

* Opportunities to get involved in community initiatives

* Telemedicine service

* Virtual sleep clinic

These are a few of the benefits available to you. 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 actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

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 peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

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