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The Financial Advisor role involves providing financial and investment planning solutions, achieving sales targets, managing client relationships, and advising on banking products and services. Responsibilities include business development, collaborating with team members, and ensuring compliance with regulations.

Provide consultative sales and relationship management for treasury management and payment solutions to commercial clients. Manage sales inquiries, guide implementations, ensure regulatory compliance, analyze client data for customized solutions, support internal stakeholders, and build long-term client relationships to optimize cash flow and working capital.

Lead IT audit engagements assessing internal controls, risk and governance across enterprise systems (including cloud). Advise senior management, develop annual audit plans, use data analytics, manage teams, produce clear audit reports, and identify control deficiencies and remediation opportunities.

Lead compliance oversight for Capital Markets equity activities: advise trading desks, monitor regulatory developments, design and execute surveillance, testing, reporting and remediation, draft policies and WSPs, support regulatory exams, and coordinate with IT and business partners to ensure regulatory compliance across equity products and initiatives.

Lead business development and manage key commercial client relationships in the $10M–$50M revenue segment. Structure complex deals, secure credit approvals, cross-sell bank products, analyze market trends, ensure regulatory compliance, and drive portfolio growth and ROE while collaborating with internal stakeholders and senior leadership.

The Director, Principal Relationship Manager will drive business development, manage key client relationships, and oversee high-value transactions, ensuring alignment with client needs and profitability.

Lead the development of pricing and profitability frameworks, conducting analysis to identify loan pricing opportunities and collaborating with various teams to drive data-driven decisions.

Provide senior-level administrative, operational and project support to managers and senior executives. Manage calendars, travel, expenses, budgets, vendor invoices, filing, events and team training. Produce reports and dashboards, analyze data to inform decisions, coach junior assistants, liaise with stakeholders, and support office/premises coordination while ensuring adherence to policies, controls and risk management frameworks.

Provide financial and investment planning and fee-based advice, sell managed products, acquire new clients through business development, collaborate with relationship managers, produce reports and dashboards, support strategic initiatives, ensure compliance and risk management, coach team members, and integrate solutions across banking products to enhance client experience and achieve sales targets.

The Business Development Executive drives business growth by managing client relationships, structuring deals, and enhancing the bank's market presence through strategic initiatives and partnerships.