19 Commercial Banking jobs in Canada
Vice President, Commercial & Business Banking
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Job Description
Why DUCA?
We’re a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.
We exist to help People, Businesses and Communities Do More, Be More, and Achieve More™ .
DUCA ( is distinguished for the following:
- Positive, un-big bank like service experience delivered through Member-facing staff in branch, on the phone (Member-Connect) and via our Mobile mortgage specialists, Wealth Management advisors and Commercial and Business Banking Account Managers.
- Competitive rates.
- Personalized financial solutions, guidance, and service with the lowest possible fees for both Personal and Business Members.
- Profit sharing among Members.
- Multiple ways to bank—online, mobile app, phone/full-service Member Connect Contact Centre, and, of course, in-branch—DUCA is accessible 24/7
- A community philosophy of “profits with a purpose” culminating in the creation of the DUCA Impact Lab ( a charitable foundation committed to helping the credit challenged and underbanked. This led to DUCA's designation as a B-Corp certified organization, the first ever credit union to receive this global recognition.
A career with DUCA means you’ll find endless opportunities to make a difference with your unique abilities and perspectives. Our people live their purpose while helping others Do more, Be more and Achieve more with their money and their lives. At DUCA, you’ll be part of a vibrant and collaborative team where you’ll be supported to excel and make an impact, no matter what role you play.
Vice President, Commercial & Business Banking
DUCA is looking for a Vice President, Commercial & Business Banking to join our growing team!
Job Purpose & Summary
Reporting to the Chief Commercial Banking Officer, the Vice President, Commercial & Business Banking will independently develop new business, manage Member relationships, and oversee a complex deposit and loan portfolio consisting of term financing and operating loans for both the Commercial (> $1MM) and Business Banking (<$MM) segments of DUCA’s Commercial Banking platform. In addition to contributing to DUCA’s overall commercial strategy, this role will proactively develop and execute the strategy and tactics related to commercial and business banking financing with a focus on, and primary accountability for, achieving risk objectives and financial targets.
The VP, Commercial & Business Banking is an experienced leader who creates a positive, collaborative environment while building a well-respected and identified in-market brand that aligns with DUCA’s values and purpose of helping Members ‘Do more, Be more, and Achieve more’ with their money and their lives.
Key Accountabilities & Duties
- Lead by example: consistently demonstrate DUCA’s values of “Bringing out the best in others”, “Doing what’s right even when it’s difficult”, and “Making what’s possible happen”
- Lead and direct a high-performing Commercial & Business Banking team; ensure annual and long-term direction is understood and objectives met; create a culture that fosters engagement, passion, and enthusiasm for DUCA’s vision, mission, and values; embed a Member-service excellence approach within DUCA’s established risk framework
- Lead the development and execution of the commercial banking strategy; develop and maintain a profitable commercial term loan portfolio of complex loans valued between $1MM-$30MM which include term fina cing, commercial mortgages, and participations in loans led by other credit unions or FIs in these sectors
- Lead the development and execution of the business banking strategy; develop and maintain a profitable business banking portfolio of loans valued between 50K - 1MM
- Oversee DUCA’s Cash Management initiatives as they relate to deposit gathering for key strategic sectors, such as the Condominium and M.U.S.H sectors
- Oversee the Account Opening Team who will be responsible for opening all Commercial and Business Banking accounts; develop and implement a centralized Business Banking account opening process for DUCA’s branch network
- Leverage relationships with existing Members and other financial intermediaries to source new deposit relationships and loan applications; solicit business opportunities from brokers, vendor relationships, and credit union affiliations
- Review and, where necessary, underwrite credit applications providing products and services which meet the clients’ needs while adhering to DUCA’s lending policies and practices; actively monitor the assigned portfolios to ensure accounts are operating as authorized and take measures necessary to remedy non-performing assets; oversee and act as a point of escalation for applications within the Commercial & Business Banking team
- Implement and oversee all Government loan programs for both segments; work with other DUCA departments to ensure the funding and reporting requirements for these loans are adhered to
- Build strong relationships with DUCA leaders across the organization to foster open, candid lines of communication and effective processes are in place that will ensure AOP metrics are met and the Member experience in both segments is viewed as best in class within our trading area
- Build organizational and product visibility at local and regional levels; represent DUCA at community, business networking, and trade association events; join key industry associations to promote DUCA’s commercial and business banking brand within our trading area while also gathering market information
Occupational Experience & Education Requirements
- Undergraduate degree in business, finance, or related area
- EMBA or MBA an asset
- Minimum 10 years of progressive experience in mid-market commercial lending, small business lending, relationship management, cash management and/or commercial risk management
- Minimum 8 years of people management experience with senior level leadership experience preferred
- Exposure to syndicated and/or shared commercial financing
- Sales management experience required
Knowledge, Skills & Attributes
- Seasoned professional with in-depth commercial banking industry knowledge as well as an entrepreneurial drive including a high level of business development, networking, and lead generation skills
- Strong leadership skills with a proven ability to maximize employee engagement, build, retain, and manage a highly motivated sales team
- Proven abilities in coaching, mentoring, and individual employee development towards consistent performance and sales results
- Strong Member-service excellence mindset with the ability to integrate this approach throughout their team
- Strategic thinker with strong business acumen to see the big picture and identify emerging risks and opportunities
- Highly developed negotiation and influencing skills
- Problem solving and issue resolution skills
- Strong business development, leadership, sales, and relationship management skills
- Strong commitment to building DUCA’s Commercial Banking brand in the GTA and surrounding markets
- High level of analytical, credit assessment, and underwriting skills
- Demonstrated focus on profitability, portfolio growth, and asset quality
- Strong interpersonal, partnership, and collaboration skills
- Highly organized with the ability to multi-task and meet tight or conflicting priorities
- Ability to manage complexity and the requirement to conform with regulatory, legal, and ethical rules and norms
- High level of integrity, ethics and professionalism; proven ability to maintain sensitive and highly confidential information
Working Conditions
Normal office environment with some travel and after-hours requirements to attend networking and business development events
Department: Commercial Banking
Primary Location: Corporate Office, 5255 Yonge Street, North York
Employment Status: Full-Time
Hours per Week: 38
Number of Vacancies: 1
DUCA is committed to employment equity and encourages applications from all qualified candidates. Recruitment related accommodations will be provided upon request.
Qualified applicants are encouraged to submit their application. Applications must include a resume.
We thank all applicants but only those considered for an interview will be contacted.
Relationship Manager
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Relationship Manager - Desjardins Agent Team Member
Location: Oakville, ON
Type: Full Time
Position Overview:
A successful Desjardins Agent is seeking a qualified professional to join their winning team for the role of Relationship Manager - Desjardins Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities:
- Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
- Provide prompt, accurate, and friendly customer service. Specifically focused on all billing items. As a relationship Manager, you will need to manage all billing concerns, collect payments, drive to the bank to make deposits,
- Work with the agent to establish and meet marketing goals.
- Assist with thank you cards.
- Assist with various seasonal promotions.
- Take minutes at meetings.
- Some small tasks assigned by Eric Gruscyk. (Personal assistant type tasks as they come up).
Requirements:
- Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred
- Successful track record of meeting sales goals/quotas preferred
- Excellent interpersonal skills
- Excellent communication skills - written, verbal and listening
- Proactive in problem-solving
- Dedicated to customer service
- Ability to multi-task
- Ability to make presentations to potential customers
Cover letter required with application.
These positions are with an independent contractor agent that is part of the Desjardins exclusive agent network, not with Desjardins Group or its subsidiaries. This agents’ employees are not employees of Desjardins. Independent contractor agents are responsible for and make all employment decisions regarding their employees.
Relationship Manager
Posted today
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Job Description
Aviso Wealth:
At Aviso, we are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community. Working with talented and energetic professionals who exemplify our values every day, you will quickly notice that our people and dynamic ‘oneaviso’ culture sets us apart. If you are looking for interesting and challenging work, at a company committed to its people, find out more about what Aviso has to offer at
The Opportunity:
We’re looking for a Relationship Manager to join our Aviso Correspondent Partners team.
Reporting to the Vice President, Correspondent & Institutional, the Relationship Manager is responsible for service and operational excellence of all partner-facing activities and is a key contact who is critical in building a successful long-term relationship with Aviso Correspondent Partners (ACP) clients while ensuring that new firms that are transitioning to our platform have an outstanding experience. The Relationship Manager will play a key role for managing, educating, and building strong operationally based relationships with Portfolio Management, Introducing Brokers and other financial firms and take ownership and champion service issues/opportunities to achieve desired results. While working with the team members of ACP and Operations to identify service gaps and opportunities, the Relationship Manager will also investigate and implement procedures and technology to maximize effectiveness and efficiencies.
Who you are:
- Service – You put your clients’ needs first. You advocate service excellence, and work to deliver client-centric solutions, and proactively develop strategic partnerships that allow Aviso to become a trusted advisor and partner
- Execution – You are committed to achieving your goals and to succeed. This includes focusing on “getting things done”, as well as recognizing and taking advantage of opportunities as they arise. You are consistently looking for ways to improve your personal best and see value in continuous improvement. You take accountability for your actions and learn from mistakes
- Collaboration – You work collaboratively with others with the common goal of driving positive results. Making meaningful contributions to your team to achieve organizational goals is a priority. You proactively encourage collaboration, build trust and inclusion, and work to establish effective relationships both inside and outside of the organization
What your day looks like:
Partner Building & Support
- Manage, educate and build relationships with key partners as it relates to operational matters
- Liaise between internal departments to resolve service issues
- Works closely with business partners and end users to develop requirements to meet business needs
- Proactively associate with existing customers in order to fully understand their businesses, goals, strategies, and challenges
- Provide assistance to business partners with analysis of production problems, development of interim solutions, and prioritization of correction
- Participate in the development of implementation plans, user documentation and training materials
- Ensure partners are aware of critical issues that impact their business
- Assist in preparation of external partner communications
- Develop and carry out a schedule of outgoing proactive communications
- Compile, analyze and distribute service level agreement (SLA) reporting
- Maintain and update operational profiles of assigned partners
Project Support
- Coordinate partner conversions including movement between Aviso platforms and transfers to and from Aviso involving outside dealerships
- Assist in the implementation of key technological or business initiatives designed to improve operational quality and efficiency of service
- Participate in project teams for the purpose of implementing improvements to business operations & forecasting and planning processes
- Assist in analysis of current processes and make recommendations for improvements while providing operational expertise on corporate initiatives
Operational Support
- Support the Operations group by being a liaison between Operations and our key partners on issues which affect the efficiency of our mutual businesses
- Analyze trends to recommend process and/or operational improvements
Requirements
Your experience and skills:
- Post-Secondary degree – business/management area preferred
- Canadian Securities Course
- Conduct Practices Handbook Course is preferred
- 5 years’ experience in Service and Operations within the financial services sector, preferably within IIROC and experience in a senior management retail delivery or service role
- Excellent interpersonal skills with the ability to influence and negotiate conflict resolution
- Strong customer service orientation and relationship building skills
- Strong organizational skills, including the ability to handle multiple tasks with appropriate attention to detail
- Demonstrates creativity and innovation while solving problems quickly and efficiently
- Ability to adapt to and work effectively within a variety of situations, and with various individuals or groups
- Ability to develop business cases to communicate requirements and recommendations
- Intermediate skills in MS Word, Excel, Access, PowerPoint, and Outlook
- Fluent communication skills in English are required and bilingual skills in French are an asset
Benefits
Why Aviso Wealth?
At Aviso Wealth, you will find a dynamic and inclusive culture that rewards innovation and celebrates success.
Here are a few things that set us apart:
- Competitive compensation package that rewards and recognizes individual contributions
- Excellent health, dental and insurance benefits to meet the diverse needs of our employees
- Generous vacation time, fitness benefit, parental leave top-up options
- Matching contributions to our retirement program
- Commitment to the continuous improvement of our staff through learning & development and an education assistance program
- Regular social events to foster teamwork
Your Information
By submitting your application, you consent to the collection, use, and disclosure of your provided personal information for the purposes of assessing your qualifications and suitability for employment with Aviso. Your information will be handled in accordance with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA) and relevant provincial legislation. Your data may be shared with authorized personnel involved in the recruitment process and retained only as long as necessary to fulfill these purposes or as required by law.
Further information is available on the Privacy link on our Career Page – Privacy Policies
Equal Employment Opportunity
Aviso welcomes and encourages applications from all qualified individuals including persons with disabilities. If you require an accommodation, we will work with you to meet your needs in all stages of the hiring process.
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
No recruiters or agencies, please.
Company Overview:
Aviso is a leading wealth management and investment services provider for the Canadian financial industry, with approximately $145 billion in total assets under administration and management, and over 1,000 employees. We’re building a comprehensive, technology-enabled, client-centric wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Our partners depend on Aviso for specific solutions that give them a competitive edge in a rapidly evolving, highly competitive industry. Our investment dealer and mutual fund dealer and our insurance services support thousands of investment advisors. Our asset manager, NEI Investments, specializes in investing responsibly. Our online brokerage, Qtrade Direct Investing®, empowers self-directed investors, and our fully automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. We have offices in Toronto, Vancouver, Montreal, and Winnipeg. Aviso is backed by the collective strength of our owners: the credit union Centrals, Co-operators/CUMIS, and Desjardins. We’re proud to power businesses that empower investors .
A career with Aviso means being part of a group of talented, energetic professionals who live their values every day, and belonging to an organization dedicated to your success and career development. If you’re looking for interesting and challenging work, at a company committed to its people, apply to join our team.
Salary
This position is posted with an expected salary range of $3,000 - 100,000 CAD annually. Individual compensation packages are based on various factors unique to each candidate and the requirements of the position.
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