Title: VP, Business Development Estate & Trust Services

Location: Toronto, ON 

The role:

Reporting directly to the CEO, the Vice President of Business Development leads national sales and strategic initiatives to drive the growth of our clients’ trust services business.

What will your role be responsible for?

• Develop and execute strategic plans to drive the growth of our clients’ trust services business.
• Collaborate across internal teams to deliver exceptional service to clients, partners, and external stakeholders.
• Coordinates with the Estate & Trust team to ensure the successful achievement of regional and national goals related to external new business sources and service excellence.
• Build and maintain strategic relationships with COIs (Centers of Influence) to enhance collaboration and value for high-net-worth clients.
• Lead the national rollout strategy to grow the COI referral network across all key Canadian markets.
• Leads client engagements related to presenting and selling our clients’ services.
• Ensure that new business onboarded meets business standards and practices.
• Develop and implement a business plan to ensure the successful achievement of the overall goals to grow our clients’ external referral sources
• Work with Estate & Trust leadership to deliver national initiatives, including training sessions, client presentations, webinars, and thought leadership content.
• Stay current on Estate and Trust legislation, including common law, case law, and internal policies.
• Organize and deliver seminars, client events, and training sessions to raise brand awareness and generate business opportunities.
• Identify and escalate potential legal risks requiring external legal counsel to the CEO.
• Collaborate with compliance, legal, operations, and other internal teams to resolve onboarding and operational issues for new business.
• Leads key projects to support the success achievement of our clients’ business growth strategies.
• Prepare and present reports to senior leadership and the Board of Directors.
• Perform other duties and projects as assigned.

Knowledge/skills requirements:

• Degree in Business Management or relevant field;
• Minimum 5+ years experience within the Trust Services industry;
• Minimum 5+ years of experience and advanced knowledge of relevant legislation for Will, Estate and Trust administration;
• STEP or MTI designation would be an asset;
• Business development and trust services sales experience and proven track record for growth;
• Technical proficiency related to wealth planning strategies such as insurance, philanthropy, taxation;
• Developed and executed successful business strategies aligned with an enterprise vision;
• Excels at fostering strong business partnerships internally and in the market, including industry associations and third parties;
• Good knowledge of data analysis and performance metrics;
• Excellent and impactful written and oral skills, including the ability to make persuasive presentations, effectively negotiate, navigate conflict, and rapidly weigh all opinions to determine the best-fit approach.
• Travel will be required.

What You Can Expect from our client:

Our client offers flexible workstyles and a competitive compensation and benefits package, including:

• Comprehensive health benefits
• RRSP matching program
• Employee stock purchase plan
• Generous paid time off and volunteer days
• Discretionary bonuses
• Tuition reimbursement
• Opportunities for internal promotion
• Strong support for community involvement

Our client is committed to fostering a workplace that supports your growth, well-being, and long-term success.

Position: (Associate) Portfolio Manager

Location: Toronto, Montreal, Vancouver, or Calgary

Reports to: Chief Investment Officer 

Our client is seeking an Associate Portfolio Manager or Portfolio Manager to complement their growing team. A boutique firm, our client places great emphasis on finding a candidate whose personality aligns with their values and culture.

The candidate will play a key role in fostering and maintaining client relationships, aiming to understand their life goals, situations, and financial requirements thoroughly, thereby providing customized portfolio solutions while ensuring client satisfaction. This role involves analyzing financial data, monitoring market trends, and making informed investment decisions to optimize portfolio performance.

Key Responsibilities:

• Identify new business opportunities through client referrals or prospective clients.
• Manage and monitor investment portfolios to ensure alignment with clients' objectives, risk tolerance, and investment guidelines.
• Provide comprehensive financial planning advice and solutions, with a focus on enabling clients to achieve their goals.
• Build and maintain strong relationships with clients by understanding their financial goals and providing tailored investment solutions.
• Utilizing the KYC process and IPS to understand client needs and determine appropriate asset allocation models.
• Provide excellent customer service by addressing client inquiries and concerns promptly.
• Adhere to regulatory requirements and compliance standards in portfolio management activities.
• Foster a culture of open communication, actively participate in investment meetings and encourage the generation of innovative ideas.

Education/Work Experience

• University Degree in Finance, Economics, or a related field.
• Minimum of 5 years of proven experience in portfolio management, client service, or related roles.
• CIM or CFA qualification is preferred.
• Excellent communication and interpersonal skills, as well as interpersonal, listening, and people management skills.
• Self-motivated, disciplined, and committed to executing with integrity.
• Working knowledge of individual investment account types (RRSP, LIRA, TFSA, Taxable, Corporate, FHSA) is required.

Position: Senior Manager or Senior Expert – Interest Rate Risk Management

Location: Montreal or Toronto

Role Overview

As a Senior Manager or Senior Expert in Interest Rate Risk Management, you will be responsible for identifying, analyzing, and managing internal and external risk factors impacting the bank’s balance sheet and interest rate exposures. You will play a key role in ensuring sound governance, challenging risk assumptions and models, and enhancing interest rate risk frameworks. Your work will directly support the institution's financial resilience and risk oversight in a dynamic rate environment.

Key Responsibilities

• Interest Rate Risk Expertise: Analyze core banking products and assess their implications for interest rate risk and asset-liability management strategies.
• Risk Investigation: Investigate interest rate risk models and systems, ensuring alignment between stress assumptions and the actual behavior of the bank’s balance sheet.
• Process Improvement: Build, run, maintain, and enhance tools used to measure and monitor interest rate risk, driving process improvements.
• Financial and Balance Sheet Analysis: Apply strong financial concepts to understand cash flow forecasts, asset-liability dynamics, and key assumptions driving risk metrics.
• Framework Implementation: Contribute to the development and implementation of enterprise-wide interest rate risk management frameworks and policies.
• Risk Appetite Monitoring: Monitor interest rate risk exposures against defined limits and ensure compliance within the institution’s approved risk appetite.
• Emerging Risk Identification: Detect emerging risks, trends, and market drivers that could impact interest rate exposures and strategic decision-making.
• Independent Oversight: Provide second-line independent challenge and oversight of interest rate risk models, assumptions, and management practices.
• Executive Reporting: Prepare clear, impactful executive reporting to facilitate oversight by senior leadership and committees.
• New Product Review: Participate actively in the review and risk assessment of new products, services, and initiatives to ensure interest rate risk considerations are embedded.

Qualifications

• Education:
  • Completed Bachelor’s degree related to Finance, Economics, Risk Management, or a similar field, combined with at least 10 years of relevant experience.
  • OR a completed Master’s degree in a related field with at least 8 years of relevant experience.
  • Other equivalent combinations of education and experience may be considered.
• Technical and Analytical Skills:
  • Strong analytical ability to interpret complex financial data and translate it into actionable risk insights.
  • Advanced skills with MS Office (Excel, PowerPoint); experience with QRM or other ALM/Risk tools is an asset.
• Banking and Regulatory Knowledge:
  • Deep understanding of core banking products, cash flow forecasting, balance sheet behavior, and Canadian regulatory frameworks for interest rate risk management.
• Leadership and Collaboration:
  • Proven leadership abilities and experience managing small teams (for Senior Manager level).
  • Strong partnership and influencing skills to engage with stakeholders across Treasury, Risk, Finance, and the business lines.
• Communication and Reporting:
  • Excellent written and verbal communication skills; ability to convey complex risk concepts clearly to executive audiences.
• Priority and Problem Solving:
  • Strong ability to manage multiple priorities simultaneously, with a proactive approach to problem-solving and continuous improvement.

Why Join?

You will have the opportunity to work on complex, high-impact interest rate risk management challenges in a dynamic environment. You will contribute to strengthening risk governance and ensuring the institution remains resilient in evolving economic and regulatory landscapes.

Title: Financial Planner

A career as a Financial Planner, you will play an important role with your clients. Through the 7 fields of financial planning, you will work closely with the team to help and advise your client in a distinctive and personalized way in achieving their life goals through the development of their financial plan. 

Your work will allow you to develop your business relationships, your entrepreneurship, your advisory role and to leverage your leadership. In this role, you will join our client where you will be recognized and where you can make a positive impact!

Your job

• Realize personalized financial planning that will meet the needs and objectives of your clients
• Identify clients' investment and financing needs in order to offer them the best financial planning solutions
• Identify and exploit business development opportunities to increase the number of new customers and grow the volume of existing portfolios
• Keep up with changing customer needs in order to offer adapted solutions and an extraordinary customer experience
• Ensure the application of quality of service and operational quality standards, as well as compliance and risk management rules

Your team

As part of a large team of colleagues in the Personal Banking sector, you will report to the Financial Planners Manager. You will be responsible for the clientele of three branches in the Oakville region (Sheridan Garden Drive, Winston Churchill, Fairview).

Our learning-by-doing training programs enable you to master your job. Access to colleagues with different expertise, experience and profiles will enrich your development in every way.

Prerequisites

• Bachelor's degree (or equivalency recognized by FP Canada) as well as relevant experience in business development in the field of financial advisory services
• Certified Financial Planner (CFP) designation or on track to become CFP in the next 12 months, or QAFP, PFP, and CIFP
• Mutual Funds Representative (MFR) License
• Portfolio management experience with business development objectives to achieve
• Good team player and have a collaborative spirit.

This position requires you to be present in the workplace to fulfill client and operational needs. 

Our client wants to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, our client offers work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it’s important to you.

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• Telemedicine service
• Virtual sleep clinic