Summary
Overview
Work History
Education
Skills
Timeline
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Nav Thiara

Summary

Dynamic and results-driven commercial banking leader with over 12 years of experience driving revenue growth, strategic planning, and operational excellence. Demonstrated expertise in financial analysis, credit underwriting, risk management, and client relationship development, with a focus on the healthcare and commercial sectors. Known for leading high-performing teams, streamlining processes, and delivering tailored financial solutions that align with client needs and corporate goals.

Overview

14
14
years of professional experience

Work History

Senior National Manager, Healthcare Professionals Commercial Banking

National Bank of Canada
05.2021 - Current
  • Drive business development and market expansion within the healthcare professional sector, delivering innovative financial solutions
  • Collaborate closely with private banking and wealth management teams to identify cross-selling opportunities, achieving revenue growth targets
  • Lead the underwriting and structuring of complex credit transactions, including syndicated loans, construction financing, and acquisition funding
  • Prepare and present detailed credit broadsheets and recommendations, ensuring regulatory compliance and alignment with risk appetite
  • Conduct risk assessments across personal and commercial banking activities, proactively identifying and mitigating potential issues
  • Mentor and support team members, optimizing workflows to improve productivity and ensure timely credit delivery
  • Represent the bank at industry forums and networking events to build relationships and uncover new business opportunities

Manager, Small Business

TD Canada Trust
02.2019 - 04.2021
  • Cultivated and expanded a portfolio of small business clients, providing customized financial solutions to meet diverse needs
  • Built strong centers of influence by networking with local business leaders, generating new client opportunities
  • Delivered expert advice to Small Business, Commercial, and Health Professional clients, ensuring their financial goals were met
  • Kept up-to-date on industry trends and shared market insights with team members to foster ongoing learning

Financial Advisor

TD Canada Trust
08.2016 - 02.2018
  • Provided holistic financial advice to retail and small business clients, enhancing their financial well-being and future planning
  • Developed trusted client relationships, driving retention and deepening product penetration
  • Advised on a broad range of financial products and services, tailoring recommendations to meet unique client needs

Financial Services Representative

TD Canada Trust
08.2015 - 08.2016
  • Supported clients with day-to-day banking needs, introducing appropriate products to enhance their financial management
  • Contributed to branch sales targets by identifying cross-sell opportunities and referring clients to internal specialists

Customer Sales Representative

TD Canada Trust
11.2013 - 08.2015
  • Delivered exceptional customer service by understanding client needs and recommending appropriate banking solutions
  • Consistently exceeded individual sales targets, contributing to branch success

Account Assistant

MFCM UK Ltd.
05.2011 - 11.2012
  • Supported the financial management team with daily bookkeeping, reconciliation, and financial reporting
  • Assisted in preparing management reports and maintaining accurate financial records for audit purposes

Education

MBA -

Manchester Metropolitan University

CMI Level 7 Diploma - Strategic Management & Leadership Practice

Chartered Management Institute

Entrepreneurship in Emerging Economies -

Harvard Business School

Business Analyst Course -

Schulich School of Business, York University

BA (Hons) - Business Management

Kingston University London

Chartered Professional Accountant -

02.2025

Skills

  • Credit & Risk Assessment
  • Financial Analysis & Forecasting
  • Relationship Management
  • Commercial Lending
  • Strategic Planning & Execution
  • Innovation management
  • Team Leadership & Mentorship
  • Client Prospecting & Business Development
  • Market Trend Analysis
  • Risk Mitigation & Compliance
  • Professional Networking
  • Data Analysis & Reporting
  • Team management
  • Operations management

Timeline

Senior National Manager, Healthcare Professionals Commercial Banking

National Bank of Canada
05.2021 - Current

Manager, Small Business

TD Canada Trust
02.2019 - 04.2021

Financial Advisor

TD Canada Trust
08.2016 - 02.2018

Financial Services Representative

TD Canada Trust
08.2015 - 08.2016

Customer Sales Representative

TD Canada Trust
11.2013 - 08.2015

Account Assistant

MFCM UK Ltd.
05.2011 - 11.2012

CMI Level 7 Diploma - Strategic Management & Leadership Practice

Chartered Management Institute

Entrepreneurship in Emerging Economies -

Harvard Business School

Business Analyst Course -

Schulich School of Business, York University

BA (Hons) - Business Management

Kingston University London

Chartered Professional Accountant -

MBA -

Manchester Metropolitan University
Nav Thiara