Provide financial advice to clients, manage business relationships, and help clients achieve their financial goals. Stay updated on market trends and improve service quality.

The Senior Advisor, Personal collaborates with clients to develop business relationships, enhance retention, and implement strategic initiatives while analyzing complex problems.

As an advisor, you will address members' financial needs, develop investment strategies, and ensure high customer satisfaction in financial services.

Advise and build lasting relationships with individual and business clients, recommend investments, loans and insurance, design integrated financial strategies, monitor client satisfaction, stay current on market and regulatory changes, and represent the caisse in community outreach.

The management information advisor analyzes data to produce reports, develops management systems, recommends solutions, and documents procedures, while interacting with stakeholders.

As a Wealth Management Advisor, you build relationships with clients, offer financial advice, recommend strategies, and ensure client satisfaction while managing business goals.

The Senior Advisor, Operational Risks leads efforts in preventing and analyzing fraudulent transactions, develops compliance guidelines, and manages strategic projects while collaborating with stakeholders. Responsibilities include advising clients, updating policies, and representing management in negotiations.

Lead and advise on complex strategic initiatives and organizational transformation. Develop and monitor business plans, policies and performance targets; identify improvement opportunities; provide subject-matter expertise to stakeholders; represent the unit in decision-making and external agreements; coach and support execution of operationally complex projects.

Serve as the client voice and product subject-matter expert, owning product backlogs, advising stakeholders, coaching product owners, and ensuring strategic projects deliver expected benefits across business sectors.

Interns will engage in various roles such as operations analysis, quality assurance, project management, and development, contributing to IT solutions and processes.

Provide training needs analysis, design and deliver learning interventions, coach and mentor staff, analyze data, prepare recommendations and action plans, and coordinate stakeholders to implement skills development programs.

Support data valorization through analytics, AI methodologies, MLOps, and data governance. Collaborate with experts and document metadata for informed decision-making.

Lead and advise on strategic initiatives and organizational transformation. Develop and monitor business plans, set targets, identify service improvements, design policies and solutions, and represent the unit to stakeholders and partners. Serve as subject-matter expert, coach senior management, and coordinate complex cross-sector projects requiring comprehensive analysis and stakeholder engagement.

Design, build and maintain automated data pipelines, integrate and transform structured and unstructured data, ensure data quality/governance (DataOps), support CI/CD via Azure DevOps, collaborate with data scientists, and deploy/test advanced analytics solutions using Azure big-data technologies.

Create and manage bilingual (FR/EN) B2B marketing content and web materials to support business development, wealth management, and fiduciary mandates. Optimize web content and SEO, maintain editorial governance and RFP response library, build templates and credibility assets, coordinate cross‑functional and external partners, and support visibility initiatives and Ontario growth.

The Administrative Assistant supports management with planning, scheduling, document production, logistics for events, and various administrative tasks. Responsibilities include tracking sales, managing documents, and performing secretarial duties.

This role involves advising clients on credit risk management, monitoring trends, ensuring compliance, and executing strategic initiatives. It requires extensive experience in business financing and credit risk within the commercial sector.

As an operational risk advisor, you will analyze and develop guidelines for fraudulent transactions, assist with compliance, and recommend solutions to improve standards and programs. You'll coordinate with stakeholders, analyze data, and prepare reports while applying your extensive knowledge and analytical skills to solve complex problems.

As a personal finance advisor, you develop business relationships, advise clients on financial strategies, and manage client satisfaction and service quality.

As an investment assistant, you help develop and maintain business relationships, sell securities products, and ensure client satisfaction while providing administrative support and problem-solving in a branch setting.