112 Banking Solutions jobs in Canada

A career as a Senior Director, Commercial Banking & Treasury Solutions means playing a key role in the growth of the industry by influencing product management, customer experience, and financial performance. You will actively contribute to the transformation of banking products and services for our corporate clients.

 You will be responsible for the strategic and operational evolution of a portfolio of banking and treasury products for corporate clients. You will manage the day-to-day management activities, product innovation, regulatory compliance, as well as tools and content for clients and internal teams.

Your responsibilities:

• Develop and manage the growth strategy of the product portfolio in line with modernization ambitions.
• Oversee product roadmap, performance (KPI), profitability, and adoption by target segments.
• Manage product risks, in collaboration with regulatory and compliance teams.
• Lead internal and customer documentation, including conversational tools (e.g. chatbot).
• Manage product marketing campaigns, website content bnc.ca and sales tools (SSA, product sheets, etc.).
• Define customer acquisition and engagement targets in collaboration with the marketing and sales teams.
• Identify and correct customer experience breakdowns through digital tools and channels.
• Ensure the governance and evolution of platforms such as ICOP, in connection with multi-sector initiatives.
• Collaborate in product profitability modeling and capital analysis for strategic initiatives.
• Supervise the delivery of projects and initiatives, in collaboration with delivery managers.
• Mobilize internal expertise (marketing, IT, compliance, operations) around a common product vision.
• Represent the business unit on the Bank's strategic committees.
• Work with Treasury on deposit pricing and growth

Your team:

You will join a multidisciplinary team, committed to delivering exceptional customer experience and transforming the way things are done to meet the evolving needs of the market. You will evolve in an agile structure, inspired by interbank best practices, with clear governance and well-defined roles.

Prerequisites: 

• University degree in administration, finance or related field.
• Minimum of 10 years of experience in strategic management, product management, marketing or digital transformation.
• Proven experience in banking product strategy, marketing and complex project management.
• Ability to move from strategic vision to concrete delivery of high-impact initiatives.
• Engaging leadership, excellent interpersonal skills and analytical skills.

A career as a Senior Director, Commercial Banking & Treasury Solutions means playing a key role in the growth of the industry by influencing product management, customer experience, and financial performance. You will actively contribute to the transformation of banking products and services for our corporate clients.

 You will be responsible for the strategic and operational evolution of a portfolio of banking and treasury products for corporate clients. You will manage the day-to-day management activities, product innovation, regulatory compliance, as well as tools and content for clients and internal teams.

Your responsibilities:

• Develop and manage the growth strategy of the product portfolio in line with modernization ambitions.
• Oversee product roadmap, performance (KPI), profitability, and adoption by target segments.
• Manage product risks, in collaboration with regulatory and compliance teams.
• Lead internal and customer documentation, including conversational tools (e.g. chatbot).
• Manage product marketing campaigns, website content bnc.ca and sales tools (SSA, product sheets, etc.).
• Define customer acquisition and engagement targets in collaboration with the marketing and sales teams.
• Identify and correct customer experience breakdowns through digital tools and channels.
• Ensure the governance and evolution of platforms such as ICOP, in connection with multi-sector initiatives.
• Collaborate in product profitability modeling and capital analysis for strategic initiatives.
• Supervise the delivery of projects and initiatives, in collaboration with delivery managers.
• Mobilize internal expertise (marketing, IT, compliance, operations) around a common product vision.
• Represent the business unit on the Bank's strategic committees.
• Work with Treasury on deposit pricing and growth

Your team:

You will join a multidisciplinary team, committed to delivering exceptional customer experience and transforming the way things are done to meet the evolving needs of the market. You will evolve in an agile structure, inspired by interbank best practices, with clear governance and well-defined roles.

Prerequisites: 

• University degree in administration, finance or related field.
• Minimum of 10 years of experience in strategic management, product management, marketing or digital transformation.
• Proven experience in banking product strategy, marketing and complex project management.
• Ability to move from strategic vision to concrete delivery of high-impact initiatives.
• Engaging leadership, excellent interpersonal skills and analytical skills.

A career as a Senior Director, Commercial Banking & Treasury Solutions means playing a key role in the growth of the industry by influencing product management, customer experience, and financial performance. You will actively contribute to the transformation of banking products and services for our corporate clients.
You will be responsible for the strategic and operational evolution of a portfolio of banking and treasury products for corporate clients. You will manage the day-to-day management activities, product innovation, regulatory compliance, as well as tools and content for clients and internal teams.

Your responsibilities:
Develop and manage the growth strategy of the product portfolio in line with modernization ambitions.
Oversee product roadmap, performance (KPI), profitability, and adoption by target segments.
Manage product risks, in collaboration with regulatory and compliance teams.
Lead internal and customer documentation, including conversational tools (e.g. chatbot).
Manage product marketing campaigns, website content bnc.ca and sales tools (SSA, product sheets, etc.).
Define customer acquisition and engagement targets in collaboration with the marketing and sales teams.
Identify and correct customer experience breakdowns through digital tools and channels.
Ensure the governance and evolution of platforms such as ICOP, in connection with multi-sector initiatives.
Collaborate in product profitability modeling and capital analysis for strategic initiatives.
Supervise the delivery of projects and initiatives, in collaboration with delivery managers.
Mobilize internal expertise (marketing, IT, compliance, operations) around a common product vision.
Represent the business unit on the Bank's strategic committees.
Work with Treasury on deposit pricing and growth

Your team:
You will join a multidisciplinary team, committed to delivering exceptional customer experience and transforming the way things are done to meet the evolving needs of the market. You will evolve in an agile structure, inspired by interbank best practices, with clear governance and well-defined roles.

Prerequisites:
University degree in administration, finance or related field.
Minimum of 10 years of experience in strategic management, product management, marketing or digital transformation.
Proven experience in banking product strategy, marketing and complex project management.
Ability to move from strategic vision to concrete delivery of high-impact initiatives.
Engaging leadership, excellent interpersonal skills and analytical skills.
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!

A career as a Senior Director, Commercial Banking & Treasury Solutions means playing a key role in the growth of the industry by influencing product management, customer experience, and financial performance. You will actively contribute to the transformation of banking products and services for our corporate clients.
You will be responsible for the strategic and operational evolution of a portfolio of banking and treasury products for corporate clients. You will manage the day-to-day management activities, product innovation, regulatory compliance, as well as tools and content for clients and internal teams.

Your responsibilities:
Develop and manage the growth strategy of the product portfolio in line with modernization ambitions.
Oversee product roadmap, performance (KPI), profitability, and adoption by target segments.
Manage product risks, in collaboration with regulatory and compliance teams.
Lead internal and customer documentation, including conversational tools (e.g. chatbot).
Manage product marketing campaigns, website content bnc.ca and sales tools (SSA, product sheets, etc.).
Define customer acquisition and engagement targets in collaboration with the marketing and sales teams.
Identify and correct customer experience breakdowns through digital tools and channels.
Ensure the governance and evolution of platforms such as ICOP, in connection with multi-sector initiatives.
Collaborate in product profitability modeling and capital analysis for strategic initiatives.
Supervise the delivery of projects and initiatives, in collaboration with delivery managers.
Mobilize internal expertise (marketing, IT, compliance, operations) around a common product vision.
Represent the business unit on the Bank's strategic committees.
Work with Treasury on deposit pricing and growth

Your team:
You will join a multidisciplinary team, committed to delivering exceptional customer experience and transforming the way things are done to meet the evolving needs of the market. You will evolve in an agile structure, inspired by interbank best practices, with clear governance and well-defined roles.

Prerequisites:
University degree in administration, finance or related field.
Minimum of 10 years of experience in strategic management, product management, marketing or digital transformation.
Proven experience in banking product strategy, marketing and complex project management.
Ability to move from strategic vision to concrete delivery of high-impact initiatives.
Engaging leadership, excellent interpersonal skills and analytical skills.
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!

OFFER.JSON_DESC

Expected salary range
up to $135,000

Workplace : Sainte-Agathe-des-Monts, QC

Tasks

• Business development
• Customer follow-up
• Deal with the financing and leasing of vehicles according to the standards of financial institutions
• Delivery of documentation and signatures
• Effectively complete sales and rental forms
• Ensure that financing and insurance fees are collected
• Obtain and verify credit applications.
• Payment manipulation during transactions
• Revise the sales contracts
• Take down payments and issue receipts.
• Telephone / email solicitation

REQUIREMENTS

Experience

• offer.experience_required

offer.json_desc_2

Job Description

JOB DESCRIPTION

An established and growing financial planning practice is seeking a Financial Services Associate to join our team. This is an opportunity for a career-oriented individual who wishes to leverage their existing financial background and grow their transferable skills within our branch. The incumbent will work closely with an Advisor in the management of the Advisor’s book of business by providing effective client service and executing business development and other sales related activities.

To be successful, the candidate will need to collaborate with Advisors, clients, and various other stakeholders. This position requires strong written and verbal communication skills, attention to detail, the ability to prioritize effectively and a passion for delivering outstanding client service.

RESPONSIBILITIES

• Assist financial advisors with the servicing of new and existing client accounts
• Engage with clients on a regular basis by phone and email to provide excellent client service on behalf of the branch
• Execute and ensure proper settlement of client trades in accordance with Investment Advisor’s instructions
• Assist the advisors in preparing accurate documentation including new account applications, client review material, presentations, correspondence, and various summary reports
• Assist in the preparation of client portfolio and insurance reviews
• Liaise and assist with various stakeholders, including 3rd party lawyers and accountants
• Manage and maintain digital branch and client management records
• Execute various marketing and business development initiatives, such as Market update newsletters
• Maintain up to date knowledge of securities, mutual funds, and insurance industry
• Prepare simple to complex tax returns for individuals (training can be provided)

QUALIFICATIONS

• Post-secondary education in Business or Finance is preferred
• 5+ years of relevant financial/business/customer service experience
• Working knowledge of investment products and plans is required
• Proficiency in Microsoft Office, including Excel, PowerPoint, Word, Outlook
• Working knowledge of Box, Salesforce, DocuSign, Tax Software is considered an asset.
• CSC course certified
• Additional financial courses, credits/or licensing within the financial services industry is an asset

KNOWLEDGE, SKILLS AND ABILITIES 

• Prioritization - Ability to take direction and work concurrently with various stakeholders.
• Prioritization - Ability to determine priorities and communicate anticipated completion times.
• Communication - Strong and professional verbal and written communication skills
• Client service focus – Maintains a professional and client service-driven approach, going above and beyond for our clients
• Proactive – Actively takes on responsibilities
• Team oriented – Helpful, encouraging, and supportive. Focusing on collaboration and team success
• Precision - Ability to maintain a high level of accuracy and strong attention to detail

Job Description

Drive Autogroup

We have a vision of providing unforgettable guest experiences and our guest experience is driven by a dedicated team of employees whose job satisfaction is of equal importance to us.

We believe that every employee plays a pivotal role in our success, and we are dedicated to making each opportunity with us just as rewarding. At Drive Autogroup you will experience the innovative, creative, and collaborative approach behind all our brands.

Brimell Toyota, a member of Drive Autogroup is seeking to hire a Full-Time Financial Services Manager. The Financial Services Manager is a key member of the sales team in providing high quality service to every valued customer. The Financial Services Manager is extremely skilled in providing our guests financing solutions and insurance products that fit their needs and lifestyles. You will be responsible for providing solutions in financing, mechanical repair service contracts, GAP insurance, credit insurance and other aftermarket products to clients.

Responsibilities

• Establish and maintain strong relations with our customers as well as lenders.
• Maintain accurate monthly, quarterly, and year-end reports.
• Identify the customer’s need for financing/leasing and explore different payment options.
• Present finance options, warranties, insurance, parts and accessories and protection packages offered by the dealership.
• Secure and finalize transactions in a legal and ethical manner while maintain a high level of productivity.
• Accurately prepare all loan documentation, warranty information etc. and dealer paperwork related to the transaction.
• Stay up to date on product changes and new products.
• Understand and comply with National, Provincial, and local regulations that affect the Financial Services and the administration of the various products and services
• Deliver memorable guest experience during your interactions with our guests.
• Establish professional relationships with customers to encourage repeat and referral business.
• Handle customer complaints tactfully, promptly, and with concern for the customer.

Qualifications

• Experience in the automotive industry and holds a valid driver’s and OMVIC license.
• Strong facilitation skills and the ability to work with customers to understand their needs.
• Model of confidence in their approach with customers and ability to negotiate win-win.
• Demonstrate Honest, Reliable, and Ethical business practices.
• Results-oriented with perseverance to bring projects to completion.
• Has an eye for details to go the extra mile to exceed customer expectations.
• Takes self-initiative to execute tasks but is also motivated in a team environment to achieve common goals.

What We Offer

• Competitive compensation plans
• Collaborative team dynamic and Family-like atmosphere
• Supportive work environment
• Health and wellness initiatives
• Community involvement activities
• Exciting company events
• Employee purchase plans and company discounts

Your professional journey is more than a series of job titles and responsibilities and we encourage your application even if you don’t meet all the qualifications. If you’re looking to further your career with a growing organization where you can use your knowledge, skills, and talents, then we are looking forward to hearing from you.

Drive Autogroup is an equal opportunity employer committed to fostering an inclusive, equitable, and accessible workplace where every team member feels valued, respected, and supported. Should you require accommodation or support throughout the recruitment process, we will work with you to meet your needs.

Job Description

Oak-land Ford is a proud member of the AutoIQ Dealership Group. We are ambitious, innovative and forward-thinking and we strongly believe that our people are our greatest asset. As lifelong students of our craft, we pursue improvement at every turn. We do not settle for “Best” because our quest to improve and grow doesn’t have a finish line.

We are currently seeking a Financial Services Manager to join our leadership team of customer focused professionals within our high volume and process-driven dealership.

Purpose/Summary of Position:

This role is responsible for providing a consistently exceptional customer experience, following established processes and procedures for their role and achieving targeted goals and objectives. This role is responsible for ongoing collaboration with fellow team members; driving sales and improving efficiencies whenever possible.

The Financial Services Manager acts as liaison between financial institutions and our customers and ensures that all required documentation needed for ownership and warranty is completed correctly. They also generate profit by selling warranties, insurances and various products.

Required Qualifications:

Our ideal candidates understand that customers have a choice in where they purchase and service their vehicles, and therefore demonstrate a commitment delivering unparalleled service to show our customers real value for their hard-earned money.

Our leaders are excellent communicators who love working directly with both customers & co-workers and who are businesspeople and people-people. Our leaders understand that the best team will provide the best customer service and as such, make attracting and retaining talent a top priority because it is critical to our success. Fostering a team of happy, empowered and engaged individuals is a key priority of this leadership role.

Candidates must possess:

• Unrestricted OMVIC license & dealership approval
• Valid driver’s license
• Minimum High School Diploma
• Post-Secondary Education Preferred
• Minimum 2 years of experience in sales departments or related work environments – previous FSM experience preferred

Why AutoIQ?

• Progressive and innovative Auto Group
• Career development– we provide opportunities for advancement all the way up to ownership in the business
• Training & Development – We believe in and are committed to training our people for success
• A chance to be a part of a fun, collaborative culture based on shared core values and operating principles across our stores
• Commitment to an exceptional employee experience
• Collaborative work environment & group support
• Full benefit programs & competitive compensation plans
• Employee and Family Assistance Program

Qualified applicants are invited to apply with resume and cover letter.

AutoIQ is an equal opportunity employer which values diversity in the workplace. We are committed to providing accessible employment practices that are in compliance with the Accessibility for Ontarians with Disabilities Act (‘AODA’). Applicants are asked to make their needs/requirements, for the purpose of accommodation under AODA, known to Human Resources when they are contacted for an interview or by emailing

Job Description

About Clutch:

We're on a mission to reinvent the way people buy, sell, and own cars. Are you game?

Clutch is Canada's largest online used car retailer, delivering a seamless, hassle-free car buying and selling experience to drivers everywhere. Customers can browse hundreds of cars from the comfort of their homes, get the right one delivered to their door, and enjoy peace of mind with our 10-Day Money-Back Guarantee… and that's just the beginning.

Named two years in a row to the Globe & Mail's list of the Top Growing Companies in Canada and also awarded spots on Deloitte's Technology Fast 50™ and Fast 500™ lists, we're looking to add curious, hard-working, and driven individuals to our growing team.
Headquartered in Toronto, Clutch was founded in 2017 and currently services Ontario, New Brunswick, Nova Scotia, and Prince Edward Island. Clutch is backed by a number of world-class investors, including D1 Capital, Canaan, Real Ventures, BrandProject, and Upper90. To learn more, visit clutch.ca.

About the role:

Clutch is in search of a Financial Services Manager to champion the online used car buying process.
This is a fantastic opportunity to join a rapidly growing team and create a huge impact, as we expand in new cities across Canada!
Take part in disrupting the age-old mundane process of buying a car & redefine what it means to sell used vehicles.

What you'll do:

• Kick off the purchasing process once customers have placed a deposit on our website and be their guide through the transaction - set expectations for the next steps and ensure customer satisfaction
• Update all relevant information and details in our CRM, verify and generate documents
• Submit credit applications through systems like RouteOne, Dealertrack to structure deals for our customers that are looking to finance
• Communicate lender decisions to customers in an accurate and timely manner
• Build the business by upselling ancillary products that Clutch offers including but not limited to: extended warranties, GAP, undercoating etc
• Effectively handle customer objections

All about you:

• Minimum 2-3 year sales experience
• Experience in lending or banking is preferred
• You should be comfortable in a fast-paced environment and able to juggle a large number of customers at a time
• Stoked about disrupting and redefining an age-old industry and a drive to win
• Self-starter attitude
• Attention to detail and high level of organization
• Exceptional communication and negotiation skills
• Must be comfortable to work 100% on-site at our Mississauga facility
• Must be willing to work on weekends and evening shift

Why you'll love it at Clutch:

• Autonomy & ownership -- create your own path, and own your work
• Competitive compensation -- This role offers a base compensation + sales incentive plan!
• Health & dental benefits

Clutch is committed to fostering an inclusive workplace where all individuals have an opportunity to succeed. If you require accommodation at any stage of the interview process, please email .