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Build and manage a client portfolio by providing personalized financial advice across banking, investments, lending, and estate planning. Develop new business through networking, referrals, community involvement, and needs-based financial solutions. Deliver exceptional client service, meet performance targets, and work on-site across multiple banking centres, including evenings and weekends as needed.

Administer compensation and commission adjustments, reconcile payouts, investigate discrepancies, prepare reports and financial journals, support audits and SOX controls, manage commission data, assist with process improvements, and collaborate with internal partners and vendors on system enhancements and UAT testing.

Analyze client contact and delinquency strategies using segmentation, champion/challenger testing, and regression analysis. Develop targeted communication strategies, recommendations, scripts, coaching materials, and process improvements that enhance client experience, reduce loan losses, manage costs, and maintain regulatory compliance. Collaborate with internal teams, front-line operations, campaign managers, portfolio management, and external service providers while supporting moderately complex operational initiatives.

Handles inbound and outbound residential mortgage sales inquiries, including purchases, refinancing, ports, and renewals. Builds client and partner relationships, explains mortgage products and documentation, follows up on required paperwork, coordinates with underwriters and advancing partners, and works toward sales and service targets. The role is fully remote with occasional onsite requirements and requires French-English fluency.

Provide high-touch executive and administrative support to Capital Markets leaders: manage complex calendars, travel and expenses, onboarding/offboarding, confidential correspondence, office logistics, reports, and relationship coordination. Collaborate with EAs and cross-functional teams to ensure operational excellence in a fast-paced financial environment.

Leads the AML Advisory team supporting Capital Markets, correspondent banking, and other business units. Provides AML/ATF regulatory guidance, independent oversight, risk assessments, control recommendations, and regulatory-change implementation support. Builds relationships with business and control leaders, identifies compliance gaps, manages escalations, and develops AML program capabilities. Oversees and coaches AML officers while providing strategic leadership for the organization’s AML/ATF program.

Supports the Third Party Governance Office by managing intake submissions, supplier onboarding, third-party risk assessments, reporting, and related administrative processes. The role provides stakeholder support and training, analyzes risk and operational data, ensures compliance with internal procedures, and uses technology to streamline risk assessment workflows and protect the bank.

Leads the Candidate Care team and Talent Acquisition Operations, overseeing coaching, escalations, reporting, training, process documentation, change management, and continuous improvement. Uses operational insights to improve capacity, service quality, efficiency, and candidate experience. Partners with TA leaders and internal stakeholders to implement new processes, tools, and procedures while exploring automation and artificial intelligence opportunities.

Develop and support cross-platform financial crimes applications for global screening and anti-money-laundering technology. Responsibilities include application design, coding, testing, systems integration, issue and risk management, requirements gathering, effort estimation, code reviews, and mentoring developers. The role requires experience with Databricks, Oracle PL/SQL, SQL, Java, scripting, schedulers, big data technologies, and multiple operating systems.

Provides personalized financial advice to personal and small business clients, including investment, credit, mortgage, and financial planning solutions. Builds and deepens client relationships through outreach, networking, referrals, and community events while identifying growth opportunities. Introduces clients to mobile banking technology and coordinates with banking specialists to meet broader financial needs. Requires flexibility to work evenings, weekends, and across multiple banking centres.