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Portfolio management and impact analytics for EDC, Canada’s export finance corporation. Monitoring investments, forecasting performance, and building data - driven reporting and AI - enabled analytics.
About the role
- Indigenous Banking Associate supporting TD’s specialized financial services for Indigenous communities and businesses. Coordinating commercial banking, credit, client materials, and relationship activities.
Responsibilities
- Support IBG Regional Manager(s) with day-to-day portfolio, prospect, and pipeline activities
- Coordinate meetings, follow-ups, and opportunity tracking in CRM/BB Hub
- Prepare client and community meeting materials, including agendas, briefing notes, call plans, pitch decks, and term sheet drafts
- Coordinate internal partner engagement to deliver One TD solutions
- Assist with onboarding and servicing activities, documentation collection, account opening support, and issue triage/escalation
- Support credit processes by gathering information, validating completeness, and coordinating with credit-risk and adjudication partners
- Maintain confidentiality, documentation quality, and compliance; identify and escalate operational, reputational, and regulatory risks
- Contribute to community presence and relationship-building activities through logistics support and post-event follow-up
- Participate in continuous learning and apply learnings to improve client experience
- Learn and expand commercial lending fundamentals through financial analysis, risk management, and industry analysis
- Create financial services proposals addressing clients’ credit, deposits, and cash management needs
- Support Indigenous organizations, mid-market businesses, communities, and peoples in meeting financial goals
Requirements
- Post-secondary degree/diploma or equivalent combination of education and relevant experience
- Experience in financial services, business banking, commercial lending support, or relationship management support (asset)
- Strong organizational skills with proven ability to manage multiple priorities, deadlines, and stakeholders
- Strong written and verbal communication skills; ability to create clear, client-ready materials
- Analytical mindset and attention to detail
- Demonstrated commitment to learning and applying Indigenous cultural competency and relationship best practices
- Proficiency with Microsoft Office tools (Word, Excel, PowerPoint) and comfort learning internal systems (e.g., CRM/BB Hub)
- Ability to travel within the region as required, including occasional overnight travel
- Relationship-first mindset grounded in respect, trust, and reciprocity
- Comfort working across multiple lines of business
- Good judgement and ability to escalate when required
- Ability to operate effectively in a dynamic environment
- Commitment to delivering legendary client experience while protecting the Bank
- For Quebec roles: maîtrise d’une langue autre que le français to support or deal with employees or colleagues requiring services in a language other than French
- Applicants who identify as First Nation (Status and Non-Status), Inuit, and Métis are invited to apply
Benefits
- Health and well-being benefits
- Savings and retirement programs
- Paid time off
- Banking benefits and discounts
- Career development
- Reward and recognition programs
- Regular development conversations, training programs, and a competitive benefits plan
- Online learning platform
- Variety of mentoring programs
- Training and onboarding sessions
- Accommodation during the recruitment and interview process
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