Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

What you will achieve in this role:

• The position is responsible for a variety of key operational processes in Collateral settlement in support of Fixed Income trading activities at company Securities. As a Lead Operations Officer, you will participate fully as a member of the team and contribute to a positive work environment.
• Develop understanding of the Fixed Income Domestic and international market
• Settlement of FI securities trades at CDS
• Cash settlement using SWIFT message (MT202, MT103) for Variation and Initial Margins governed by CSAs and Repo Margins governed by GMRA
• Processing Coupons and Corporate Actions both mandatory and voluntary
• Managing and resolving exceptions:
o Arising from trade discrepancies on Front-Office to Back-office, Regulatory and Custodial reconciliations
o Resulting from feed issues that create exceptions on the system task station
o Resulting from discrepancies listed on Trade versus Transfer reports
o Depository and cash breaks
• Develop and maintain working relationships with internal and external partners for the purposes of delivering optimal customer service
• Execute on ad-hoc non-routine requests
• Assist in analysis, development, testing and implementation of operating and process improvements
• Initiate and/or participate in projects –identify test cases, communicate project status and execution of test cases to ensure project objectives are met in a timely manner.
• Ensure written procedures of new/current process are captured and updated routinely.
• Ensure all escalation policies are observed under the company policy
• Provide a high level of service in assisting process partners to identify, locate and resolve differences.

What you will bring to this role:

- Sound knowledge of Canadian Fixed Income
- Sound knowledge of transaction lifecycle for Fixed Income products – Repo, Security Lending
- Exceptional organizational, time management, interpersonal and analytical skills
- Advanced Excel knowledge
-Communication skills written and oral
-Task management skills
- Fast learner quick/picks up concepts quickly
-Education- High school with experience, College/university graduate
-CFA or CSC certification

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

This role reports into the Group Manager of the Contracts & Options Clearing Team within Trade & Cash Management. This position is a great business development role encompassing critical relationship building with internal and external partners.

What you will achieve in this role:

• Complete your work in an accurate, timely and efficient manner at all times. Ensure your daily work kept for audit purposes is accessible, organized and filed according to Wealth record retention policy.
• Ensure necessary procedures, due diligence, quality controls and quality verifications are followed to support the accuracy of all transactions at all times.
• Ensure issues are handled appropriately by performing quality investigations, escalating issues timely when necessary.
• Share in the responsibility for delivering a consistent Operational Excellence by following company Framework and through your own accountabilities & objectives.
• Demonstrate flexibility with working environment changes and requirements. Availability to work shifting schedule to ensure coverage is fundamental to your position.

What you will bring to this role:

1. Excel and macros, VBA Coding
2. 1-2 years experience in reconciliation of trade transaction including continuous net settlement experience within CDS/DTC
3. Strong communication
4. Time management

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client is a top company with significant North American holdings. They have operations across most major verticals, including institutional & corporate.

Position Overview

Perform various duties, such as receiving, storing and shipping goods or raw materials.  This includes maintaining associated records and generating necessary paperwork and electronic files in accordance with required procedures, to the highest standards of accuracy and security.  

What you will achieve in this role:

• Inspect, receive and store incoming materials (cards, collateral and supplies) in the designated areas in a safe and secure fashion and in accordance to logistics and quality procedures
• Follow security procedures when receiving and shipping goods
• Accurately perform necessary inventory transactions for cards and collateral in ERP system
• Control access to the vaults and ensure a timely and accurate service is provided to other departments, following vault security guidelines and procedures
• Perform daily mailing duties, securely handle electronic mailing lists; sort, label, pack, track, and trace mail as well as to generate hard and soft documents
• Investigate and resolve any shipping/mailing/receiving and /or card issuing issues and bring it to management attention when appropriate
• Perform daily Inventory Management activities with cards and collateral
• Operate forklift and other material handling equipment as needed in a safe manner
• Promote team harmony, help work towards High Performance team status, and achievement of the levels of empowerment
• Participate in and support team in all security and 5S culture and procedures
• Report all unsafe acts and conditions and security violations in accordance with HSE and security training
• Other duties as necessary to meet specified plant objectives.

What you will bring to this role:

• High school equivalent or higher with good math skills
• Working knowledge of computers (familiarity with Microsoft Word, Excel etc)
• Knowledge of MfgPRO or other ERP systems
• Strong work ethics, sense of responsibility and confidentiality
• Comfortable working with numbers and detail oriented
• Organized and have a sense of urgency
• Good decision-making and problem solving skills
• Prior experience working in a team environment is a plus
• Ability to work without constant supervision
• Ability to handle material handling equipment and operate forklift

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client, a leader in the banking industry is seeking a Collections agent for a 6-month contract, with the possibility of extension or becoming a permanent position. This is a remote role, with their office being in Montreal. In this position you will be responsible for collecting 1-3 cycle delinquent and overdrawn accounts while maintaining a high standard of efficiency and customer/client service focus within a collection call center environment.

Responsibilities:

• Perform In-bound/Outbound collections call to clients regarding passed due payments
• Respond to inquiries regarding delinquent accounts and negotiate payment arrangement
• Offer Hardship solutions to customers by completing risk assessments
• Perform other related service responsibilities as required
• Document all activity details in appropriate systems
• Manages all transactions related to customer and branch calls or refers to appropriate internal business groups
• Follows documented policies and procedures to execute transactions, activities, and processes within assigned authorities

Qualifications:

• Strong communication and writing skills - French/English is an asset but not mandatory
• 2 years of previous call center or customer service experience
• Basic understanding of Consumer Collections and relevant functional procedures
• Intermediate knowledge of Microsoft Office (Excel, Word, Outlook)
• Strong communication and negotiating skills
• Proven ability to work effectively in a fast-paced environment
• Proven ability to multi-task, prioritize workload and meet deadlines

• Previous FI / banking experience considered an asset
• Experience in a similar role considered an asset

• Strong attention to detail
• Fast learner who is highly motivated
• Both the ability to work independently and within a team

Our client, a leader in the banking industry is seeking a Collections agent for a 6-month contract, with the possibility of extension or becoming a permanent position. This is a remote role, with their office being in Mississauga. In this position you will be responsible for collecting 1-3 cycle delinquent and overdrawn accounts while maintaining a high standard of efficiency and customer/client service focus within a collection call center environment.

Responsibilities:

• Perform In-bound/Outbound collections call to clients regarding passed due payments
• Respond to inquiries regarding delinquent accounts and negotiate payment arrangement
• Offer Hardship solutions to customers by completing risk assessments
• Perform other related service responsibilities as required
• Document all activity details in appropriate systems
• Manages all transactions related to customer and branch calls or refers to appropriate internal business groups
• Follows documented policies and procedures to execute transactions, activities, and processes within assigned authorities

Qualifications:

• Strong communication and writing skills - French/English is an asset but not mandatory
• 2 years of previous call center or customer service experience
• Basic understanding of Consumer Collections and relevant functional procedures
• Intermediate knowledge of Microsoft Office (Excel, Word, Outlook)
• Strong communication and negotiating skills
• Proven ability to work effectively in a fast-paced environment
• Proven ability to multi-task, prioritize workload and meet deadlines

• Previous FI / banking experience considered an asset
• Experience in a similar role considered an asset

• Strong attention to detail
• Fast learner who is highly motivated
• Both the ability to work independently and within a team

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

The Underwriting Team is looking for an analytical, self-starter to join the unit as an Underwriter. Reporting to the Small Business Underwriting Manager the Underwriter position is accountable for analyzing group characteristics, benefits and plan design in order to appropriately price and win new group business or retain existing business.
This role will involve analyzing the rating information, assessing the group’s specific risk characteristics as well as delivering clear, accurate and complete quotes to our company Account Executives.

What you will achieve in this role:

• Analyze group characteristics, benefits, and plan designs
• Analyze premium and claims information in order to appropriately price new business
• Provide underwriting decisions through clear verbal and written communications
• Conduct constructive negotiations utilizing underwriting judgment and guidelines
• Evaluate and act on risk propositions;
• Accurately price new and existing business opportunities;
• Provide value added underwriting and benefit recommendations to maximize the clients' group benefit spend

What you will bring to this role:

• Demonstrated knowledge of and experience with Group Life and Health concepts, benefits and products
• Previous experience in a customer service oriented role.
• Mathematical aptitude
• Ability to handle high volumes, fluctuating workloads and multiple priorities within set time constraints
• PC Skills: Microsoft Word, Microsoft Excel
• Previous underwriting experience is an asset, as is enrollment in or completion of LOMA, HIAA, or CEBS.

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client, a leader in the banking industry is seeking a Document Review Specialist for a 12-month contract, with the possibility of extension or becoming a permanent position. This is a hybrid position at their downtown Toronto office. In this role, you will serve as a point of contact for Investment Advisors (IAs) and other branch personnel to assist them in integrating these proprietary products and services into their business model and provide them with ongoing support to effectively manage these programs within their practice.

Responsibilities:

• Point of Contact for Investment Advisors (IA) and their teams, dispensing product information and issue resolution within a pre-determined SLA

• Update IAs and their teams on product developments, enhancements and change management initiatives to ensure a positive IA and client experience
• Ensure IA inquiries are properly channeled within the organization to their complete satisfaction when advanced counsel is required
• Assist in co-ordination of business development initiatives such as IA conference calls, seminars, road shows or other events that promote the exchange of information on the fee-based products and third-party managers
• Review all account opening documentation to ensure firm and regulatory requirements are met
• Prepare regular reporting that tracks adoption of fee for advice programs to assist management in understanding penetration and achievement against plan
• Special projects as requested

Qualifications:

• Knowledge of investment verbiage
• Strong verbal and written communication skills with an ability to adapt communication style depending on audience
• Good presentation skills, displaying comfort in speaking to both large groups and working one-on-one
• Relationship/consultative sales skills
• Knowledge of Microsoft Office suite of programs (Word, Excel, and PowerPoint)
• Works well in a team environment, but still able to work autonomously

• Proactive and positive; presents solutions not problems
• Self-starter, adaptable, confident, and agile
• Strong disposition towards client service excellence
• Interest in investment industry, portfolio management and financial markets
• Possesses a university degree/college diploma in a relevant discipline

Our client is a top company with significant North American holdings. They have operations across most major verticals, including institutional & corporate.

Position Overview

Function as a contributing member of Logistics team to perform various duties, such as receiving, storing and shipping goods or raw materials, maintaining associatedrecords and generating necessary paperwork and electronic files in accordance with required procedures, to the highest standards of accuracy and security in an HSE, security and WCE conscientious environment

What you will achieve in this role:

• Inspect, receive and store incoming materials (cards, collateral and supplies) in the designated areas in a safe and secure fashion and in accordance to logistics and quality procedures;
• Follow security procedures when receiving and shipping goods;
• Accurately perform necessary inventory transactions for cards and collateral in ERP system;
• Control access to the vaults and ensure a timely and accurate service is provided to other departments, following vault security guidelines and procedures;
• Perform daily mailing duties, securelyhandle electronic mailing lists; sort, label, pack, track, and trace mail as well as to generate hard and soft documents; and to follow dispatch K.R.S related to type of portfolio been processed;
• Investigate and resolve any shipping/mailing/receiving and /or card issuing issues and bring it to management attention when appropriate;
• Perform daily Inventory Management activities with cards and collateral;
• Operate forklift and other material handling equipment as needed in a safe manner;
• Promote team harmony,help work towards High Performance team status, and achievement of the levels of empowerment;
• Participate in and support team in all HSE, security and 5S culture and procedures;
• Report all unsafe acts and conditions and security violations. Participate inall scheduled HSE and security training;
• Other duties as necessary to meet specified plant objectives.

What you will bring to this role:

• Working knowledge of computers (familiarity with Microsoft Word, Excel etc); 
• Knowledge of MfgPRO or other ERP systems;
• Strong work ethics, sense of responsibility and confidentiality; 
• Comfortable working with numbers and detail oriented;
• Organized and have a sense of urgency;
• Good decision-making and problem solving skills;
• Mature attitude and a strong work ethic are essential;
• Prior experience working in a team environment is a plus;
• Ability to work without constant supervision;
• Ability to handle material handling equipment and operate forklift; 
• Good work history/references needed;
• Ability to pass credit/background check;
• Ability to lift up to 40 lbs boxes on a daily basis

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.

Our client, a leader in the banking industry is seeking a Graphic Designer to join their Global Asset Management team for a 14-week contract. This is a remote position, with their office being in downtown Toronto. In this position you will be responsible for creating designs, concepts and sample layouts based on design principles and concepts. The ideal candidate has a high level of creativity and is able to communicate their ideas to both internal and external clients.

The hours can fluctuate between 10-35 hours depending on the volume

Role Responsibilities:

• Develop overall layout and production design of accessible pdfs for print & web.
• Create charts and graphs from data given
• Create email templates for newsletters and invites

Qualifications:

• Creativity, verbal and written communication skills and problem-solving ability.
• Previous experience in designing reports, presentations, and data visualization
• Practical experience with Adobe InDesign and Adobe Acrobat
• Experience with Microsoft Excel
• Familiarity with creating email templates for Outlook

• Degree in Graphic Design considered an asset

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking.

Position Overview

The main function of a data entry specialist is to operate data entry devices, such as a keyboard or computer, to verify and input data. A typical data entry specialist is responsible for accurate information documentation and personal project management. Technical skills include documentation skills and time management.

What you will achieve in this role:

- Read source documents such as canceled checks, sales reports, or bills, and enter data in specific data fields or onto tapes or disks for subsequent entry, using keyboards or scanners. 

- Compile, sort and verify the accuracy of data before it is entered. 

- Locate and correct data entry errors, or report them to supervisors. 

- Compare data with source documents, or re-enter data in verification format to detect errors. 

- Maintain logs of activities and completed work.

- Primarily open job requisitions

What you will bring to this role:

- Attention to detail and accuracy
- Ability to work independently and manage one’s time
- Basic ability to use Excel – using spreadsheets

We thank you for your interest in the position, however, only those who are qualified will be contacted

Inclusion and Equal Opportunity Employment

Our client is an equal opportunity employer committed to diversity and inclusion; creating an inclusive environment where all team members and clients feel like they belong.  We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, Aboriginal/Native American status or any other legally-protected factors.  We seek applicants with a wide range of abilities, and we provide an accessible candidate experience; accommodations during the application process are available upon request.