If you love to interact with clients and provide service to them in carry out their banking transactions, join our team and help us build strong relationships with our clients.

The Financial Services Industry helps clients achieve their financial goals by providing them with strong customer service. As a Call Centre Agent, you will provide exceptional customer service within a contact centre environment. By taking ownership for first point of contact resolutions for existing or potential new customers, you will build, enhance and protect customer relationships by offering/referring specialized banking products and services. You will be able to meet/exceed various targets including productivity, referral, call quality, customer satisfaction and learning/development.

This position is a stepping stone to roles like Customer Service Representative and Financial Services Manager. To do this role, you will need to have a working knowledge of banking products and services. You will need to be customer and sales service oriented with a demonstrated ability to proactively identify sales opportunities. You will need to communicate effectively to clients using in-depth telephone, computer and multi-tasking skills

If you love to investigate client issues to resolution and regain their trust, join our team and help us build strong relationships with our clients.

The Financial Services Industry helps clients achieve their financial goals. Any efforts to resolve our clients’ complaints contribute to an improved client experience. As a Compliance Officer, you will investigate and respond to client queries, both verbal and written. You will be required to work with regulators, internal and external counsel and the Ombudsman’s Office regarding escalated complaints and potential legal action. You will identify either areas of exposure requiring action or changes in the regulations, assist in the development and implementation of new policies and procedures. You will also develop and maintain strong relationships with the various regulatory organizations.

This position provides you with the skills and knowledge for many other roles in the legal and regulatory risk area or the governance and controls areas of a financial services institution.

For this role you would need to have a solid understanding of the investment industry gained through previous experience and working knowledge of securities regulations and internal compliance policies. You would also have strong attention to detail and effective verbal and written communication skills. To do this role, you will have completed the Canadian Securities Course (CSC), the Conduct and Practices Handbook and the Option Licensing Course and would also be willing to successfully complete the Partner, Directors and Senior Officers Course. Any experience with the investigation of client complaints should be highlighted. Bilingualism is an asset.

If you love to sell and interact with clients to help them achieve their financial goals, join our team and help us build strong relationships with our clients.

The Financial Services Industry helps personal and commercial clients achieve their financial goals – whether it is to fund the renovation their house or finance new equipment for their factory. As a Commercial Account Manager, you will manage the relationships for a portfolio of commercial customers and individuals connected to commercial accounts. You will be responsible for the analysis of the opportunity, information, credit decision and its profitability. You will be required to sell both credit/non-credit products to customers and prospects in the small business and mid-market place. This role requires you to develop an extensive network of referral sources through effective community involvement.

This position provides you with the skills and knowledge for many other roles in financial services like Commercial Banking Area Manager and Branch Manager.

To do this role, you will need to have a post-secondary education in Commerce, Finance and Business. You should have in-depth to expert knowledge of Banking products with a focus on commercial products and business banking investment products and basic knowledge of personal products including lending and investments. You should also possess your commercial and personal discretionary/approval lending limits and you will have successfully completed the Canadian Securities Course (CSC) and be licensed to sell mutual funds.

Do you like interacting with people? If yes, help us build strong relationships with our clients!

The Financial Services Industry helps clients achieve their financial goals – whether it is to renovate their house or send their children to university. As a Credit Officer, your role will be to decide how risky it is to lend the client money guided by the lending policies of the financial services institution. Based on on-the-job training and your knowledge of banking products, you will not only make the decision whether to give the client the loan but a decision on the right type of loan. You will also be responsible for working with other teams for support in order to resolve any issues that may arise between the time the client is approved for the loan and when you and the client finalize the transaction.

A Credit Officer position provides you with the skills and knowledge for many other roles in financial services. You can continually progress to roles like Credit Specialist, Mortgage Specialist, Credit Manager, Accounts Manager, Financial Planner and Branch Manager – all very important roles that contribute to the financial services institution achieving its goals of not only strong financial performance but also being a community partner and a supporter of environmental issues.

To do this role, you will need to have basic knowledge of banking products and services, lending policies and procedures. You must be proficient using a computer and the Microsoft software suite. You may also be required to learn new software and in these cases, training will be provided. On your resume, it would be best if you highlight any experience where you were able to manage many details and still be accurate and efficient in your work. We will also value any experience that tells us you are very organized and you can work by yourself as well as with a team in a busy environment. If you have worked in a telephone or collections environment, serving clients or working with others in team, we would like to hear about it. While we prefer that you have had education after high school, we will still evaluate your application even if you don’t, but have the transferable skills required for the role.

If you love to interact with clients and provide service to them in carry out their banking transactions, join our team and help us build strong relationships with our clients.

The Financial Services Industry helps clients achieve their financial goals by providing them with strong customer service. As a Customer Service Representative, you will consistently provide outstanding customer service through greeting and serving the transactional banking needs of all personal and commercial banking customers in a prompt, courteous, professional manner. You will identify and discuss customer’s needs, initiating referrals or fulfilling these needs to add value to the customer relationship. You will be guided by compliance and adherence to Bank policies and procedures and completion of required operational effectiveness activities like privacy, money laundering and fraud.

This position is a stepping stone to roles like Financial Services Manager and Branch Manager.

To do this role, you will need to have knowledge of all cash and transactional operations, personal banking products/services, specific bank technology applications, security and safeguarding requirements. Self-management, teamwork, communication and rapport-building skills are also necessary for success

If you are interested in employee relations to contribute to an equitable, respectful work environment for employees, join our team and help us empower our workforce.

The Financial Services Industry helps clients achieve their financial goals. Human Resources plays a key role in achieving that outcome. As an Employee Relations Consultant, you will provide specialized consulting support to management and staff to assist in creating and maintaining a positive work environment in which all employees are treated with respect, in a fair and equitable manner and in compliance with employee policies and programs.

This position provides you with the skills and knowledge for many other HR roles in the financial services industry.

To do this role, you will need to have a strong knowledge of employment law and practices, both Federal and Provincial, as well as a comprehensive knowledge of Human Resources policies, Human Rights and the Human Resources Development Canada code and standards

Your strong business acumen enables you to possess sound knowledge of clients’ business strategy and operations. Your well-developed consulting and influencing skills are able to persuade others to adopt a particular course of action e.g. new policies and programs. You possess well-developed oral and written communication skills to effectively convey information in an emotionally charged environment. You are able to articulate the business risks if employee relations issues are not addressed appropriately.

If you love the complexity of managing investments and interacting with select clients to help them achieve their evolving financial goals, join our team and help us provide the right financial advice to our clients.

The Financial Services Industry helps clients achieve their financial goals. As clients’ circumstances change, their financial goals evolve. As a Financial Analyst your role will to build new and manage existing portfolios of selected clients by providing them with unique investment solutions to meet their changing needs.

A Financial Analyst can move to other progressive positions like Financial Advisor, Manager Financial Services and Branch Manager.

To do this role, you will need the knowledge offered though the following courses/programs - CSC – Canadian Securities Course, Portfolio Management, Conduct and Practices Handbook (CPH), Professional Financial Planning Course (PFPC), The Wealth Management Essential Course (WME). You will also need the designation Certified Financial Planner (CFP) (in Quebec, the Financial Planning designation as recognized by the IQPF). Candidates will also be considered if they can obtain the knowledge/certification in a relatively short period of time.

For this role you would need a minimum of 2 years of relationship sales experience in the financial services industry – preferably in a financial planning/advisory capacity. Also, you must be eligible to be registered with industry regulators.

If you love collaborating with several teams to produce detailed accurate reporting, join our team and help us report our successes.

In the Financial Services Industry, it is a must that we report our financials in a transparent, ethical manner. Reporting in any other manner places us in danger of staining our reputation and losing our clients’ trust. As a Financial Analyst, Regulatory Reporting, you will be responsible for the preparation and review of reports for regulatory, management and shareholder reporting. You may also be required to provide support in effective reporting of regulatory capital.

This position can be a stepping stone to other progressive roles like Business Finance Consultant, Financial Consultant, Finance Manager and Finance Director

To do this role, you must have a professional accounting designation and a post-graduate business degree or equivalent work experience. Your experience should demonstrate that you have strong accounting skills, a familiarity with financial and management reporting systems, and an understanding of business. Any regulatory reporting experience would be an asset. Since the role requires you to take-on special projects from time to time, we would like for you to have strong time management skills, including the ability to manage conflicting priorities to meet very tight, frequent deadlines and produce quality work under pressure. Your ability to identify and effectively communicate requirements to business units and schedule workload are also vital to the success of the role.

If you love to sell and interact with clients to help them achieve their financial goals and their dreams, you might enjoy providing financial advice to clients.

The Financial Services Industry helps clients achieve their financial goals – whether it is recommending the right investments for their children’s future education or for the client’s retirement. As a Financial Planner, your role will be to provide personalized advice to clients on how best to manage their money with the wealth management products of the financial services institution. Detailing the clients' wealth management needs profiles and using the wide variety of wealth management products of the financial service institution enable you to exceed your clients' expectations as you will be able to demonstrate how the clients can achieve their objectives through the investments you are selling.

In this dynamic, proactive role that is focused on the mass market, you will seek out opportunities to increase market share through building a referral network and working the branch books for direct sales opportunities. You will be supported by a full time sales coach.

A Financial Planner role can be a stepping stone to other roles like Branch Manager and Personal Banking Area Manager.

To do this role, you will need to meet current provincial regulatory guidelines for the sale of mutual funds and the provision of investment or retirement planning advice. In addition, you must either be a Personal Financial Planner (PFP) or have the Certified Financial Planner (CFP) designation. You will also need to pass the Canadian Securities Course (CSC). Because you will be dealing directly with clients, you should possess strong interpersonal skills and excellent communication skills. Apart from the qualifications, we want you to have a strong desire to sell and on your resume, you should be able to demonstrate a track record of sales success in previous position(s).

If you love to sell and interact with clients to help them achieve their financial goals and their dreams, join our team and help us build strong relationships with our clients.

The Financial Services Industry helps clients achieve their financial goals – whether it is to renovate their house or send their children to university. As a Financial Services Manager, your role will be to respond to walk-ins or unassigned customers’ needs by providing a full range of banking products/services, including personal loans. Using your strong sales skill set, you are able to meet/exceed target levels of deposit/investment/ loan sales. You will contribute to your team’s marketing strategy while developing and maintaining a banking network of specialists or services support to refer prospective clients for other new business. You will also develop strong community relationships.

This position provides you with the skills and knowledge for many other roles in financial services such as Branch Manager, Mortgage Specialist and Financial Planner.

To do this role, you will need to have a proficient level knowledge of banking products and investments and an introductory level knowledge of personal lending, trust services, commercial lending, commercial cash management and a functional-level knowledge of Trust Services.

You should also have your personal credit qualification with lending limits and professional designations such as Investment Funds in Canada (IFIC) or Canadian Securities Course (CSC) and be qualified to sell mutual funds. You should also be able to demonstrate self-management and teamwork.

If you possess a curiosity and love to investigate issues to resolution, join our team and help us protect our clients’ investments by detecting and preventing fraud.

The Financial Services Industry helps clients achieve their financial goals. Any efforts to prevent the losses due to fraud contribute to the best outcome for the client. As a Fraud and Detection Analyst, your role will be to review potential fraudulent accounts and take appropriate action based on account and transaction characteristics. Your main objective will be to reduce the net fraud loss dollars.

In this role, you will gain experience through training and following established procedures and guidelines. This position provides you with the skills and knowledge for other related fraud roles in financial services like Fraud Prevention/Detection Supervisor or Manager.

For this role you would need to have strong analytical, problem-solving skills and must be able to make appropriate decisions. You must be organized and be able to communicate effectively (written/verbal). Self-motivation and the ability to work in a time-sensitive environment are necessary for success. Any experience in fraud detection or investigation, as well as customer contact experience should be highlighted. This role requires you to work flexible hours (days, evenings, weekends, and holidays).

If you love to interact and form strong relationships by helping clients own the right home, join our team and help our clients achieve their dream of owning a home.

As a Mortgage Specialist, your role will be to seek out referrals from realtors, builders, financial planners and other centres of influence who can inform on mortgage development initiatives. Following up on these referrals, you will meet with customers at their homes of places of business to process their mortgage applications, bringing in mortgage business and strong client relationships to the branch network of the financial services institution. The option of using your home as a base office is a possibility.

Helping clients find the funding to purchase a home could be very rewarding experience and as a Mortgage specialist, you can progress to roles like Mortgage Manager or Credit Manager.

To do this role, you will need to have some years of mortgage business development experience supported by your personal lending and credit qualifications. To bring in mortgage business, you must have an understanding of the legal framework, including case law, major legislation, regulations and codes of practice as it relates to residential mortgages. Because you will be interacting with the client at their location of choice, you will need to have strong interpersonal and communication skills and the willingness to work variable hours. We are counting on you to be independent and able to work in a fast-paced, competitive environment.