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Associate, Corporate Banking (Energy)

Date: Jun 12, 2019

Location: Calgary, AB, CA

Company: Scotiabank



Requisition ID: 64240


Join the Global Community of Scotiabankers to help customers become better off.



We are currently recruiting for an Associate position in our Corporate Banking Energy Group in Calgary. The individual will work closely with the team managing client relationships across Canada. The Associate will be responsible for handling, or providing assistance on, all credit-related activities including: the completion of credit presentations, identifying lending and cross-sell opportunities, preparing client presentations and pitches, structuring loan transactions, negotiating documentation and monitoring compliance and industry trends.



  • Provide day to day account management support
  • Structure, analyze and perform due diligence on transactions that vary in complexity
  • Develop recommendations for the appropriate course of action
  • Expand industry and product knowledge
  • Analyze, process and execute credit requests
  • Research credit and bank product requirements of existing and prospective clients
  • Ensure credit files, agreements and security documents are complete and up to date
  • Monitor and follow for client compliance
  • Assist with the preparation of marketing pitches
  • Coordinate with various product groups within GBM
  • Develop and maintain effective industry relationships with other lenders, legal counsel, clients




Industry product expertise

  • Knowledge of lending and capital markets products and processes for execution of transactions
  • Development of an in-depth understanding of the industry


Client Solution Focus

  • Conduct due diligence
  • Succinct analysis of key risks and mitigants for existing or proposed new business and structure transaction with supervision
  • Establish concise rationale supporting actions and recommendations
  • Integrate product group material into client pitch books


Client Relationship

  • Maintain a professional approach in all client interaction
  • Business development capabilities
  • Clear communication with clients and internal/external contacts to effectively monitor accounts
  • Assist with client relationship management and contribute to cross sell activities



  • Flexible to demands of work and viewed as a valuable team resource
  • Promotes cooperation, teamwork, and professional internal and external relationships


Results Focused

  • Excellent writing and verbal skills with concise rationale supporting recommendations and actions
  • Strong time management skills and driven to achieve timelines and goals
  • High attention to detail with sense of urgency appropriate to the situation
  • Ability to learn new concepts, processes and expand knowledge base
  • Develop an understanding of legal documentation
  • Multi-tasking is essential




  • Self-motivated, results focused, team player with strong learning ability
  • Team player with ability to learn quickly
  • BComm/MBA/CFA designation
  • Previous corporate banking or credit analysis experience
  • Strong written and verbal communication skills
  • Financial modeling skills and accounting knowledge
  • Excellent computer skills (Excel, Word, Power Point)

Location(s):  Canada : Alberta : Calgary

As Canada’s International Bank, we are a leader when it comes to inclusion. We are a diverse and global team, speaking more than 100 languages with backgrounds from more than 120 countries. We value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly.  If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.

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