This role supports Investment Advisors by managing client relationships, coordinating meetings and marketing initiatives, resolving inquiries, and ensuring compliance with regulations.

Manage and grow a large commercial lending portfolio, originate new clients, lead credit recommendations and business development, coordinate with coverage team and product partners, ensure portfolio risk management, and contribute to strategic planning and client relationship management.

The Portfolio Assistant provides administrative and operational support in financial and investment planning, ensuring compliance and accuracy in transactions, managing client accounts, and coordinating meeting logistics.

The Director of Ultra-High Net Worth Lending provides customer service and portfolio management, focusing on complex lending solutions and cross-selling opportunities while ensuring compliance and risk management in a high-net-worth context.

The role involves managing lending operations processes including loan administration, servicing, and stakeholder communication, ensuring compliance with SLAs and regulatory requirements.

Supports Investment Advisors with administration, client service, and coordination of marketing and technology issues to maintain client relationships.

Assist Investment Advisors with day-to-day administrative tasks, client interactions, and support activities, ensuring exceptional client service and compliance with regulations.

The Pre-Employment Screening Analyst conducts risk assessments, reviews candidate information, and ensures compliance in pre-employment screening processes while maintaining strong relationships with stakeholders.

The Associate Director will handle loan origination and account management, analyze financial data, prepare credit packages, and build client relationships.

The Mortgage Specialist is responsible for building relationships to generate mortgage business, providing customer service, and executing marketing initiatives aimed at achieving sales goals.

Build and manage referral networks to originate mortgage business, guide customers through mortgage applications, execute marketing/sales programs, collaborate with branch teams, ensure regulatory compliance, analyze data and report on opportunities, and provide exceptional bilingual customer service.

The Mortgage Specialist will build and manage relationships to increase mortgage business, assist clients through applications, and drive sales and marketing efforts within compliance and with exceptional customer service.

Build and manage referral networks to generate mortgage originations, guide customers through mortgage applications, execute targeted marketing and sales initiatives, collaborate with branch teams, ensure regulatory compliance, analyze data and report insights, and provide exceptional bilingual customer service throughout the lending process.

The Associate Director, National Accounts will manage portfolios, perform financial analysis, support client relationships, and contribute to business development efforts within the automotive finance sector.

The Investment Associate manages client relationships, provides tailored investment advice, supports business development, and ensures compliance with financial regulations.

The Senior Analyst in the Card Program Office supports the Accounts Payable process, resolves issues, manages vendor relationships, analyzes data for insights, and leads process improvements. Requires bilingual proficiency in French and English.

The Associate Director will manage client accounts, support loan origination, conduct financial analysis, and develop strong client relationships while overseeing risk management in a growing portfolio.

Build and manage referral networks to generate mortgage originations, guide customers through mortgage applications, execute targeted marketing and sales programs, collaborate with branch teams, ensure compliance with regulations, analyze data and report on opportunities, and provide exceptional customer service.

The Mortgage Specialist builds relationships to generate mortgage business, executes marketing programs, and provides exceptional customer service throughout the mortgage process. They support strategic initiatives and analyze market trends while adhering to regulations.

Provide exceptional in-branch customer service, identify customer needs, recommend personal banking and credit card solutions, support transactions and operations, drive referrals and branch business results, and follow risk/compliance requirements.