Aperçu du poste : C.A.T. North America recherche un directeur des ventes & du secteur courrier dynamique et axé sur les résultats pour diriger notre équipe de vente et leurs efforts. Ce rôle est crucial pour stimuler la croissance des revenus, accroître notre présence sur le marché et gérer une équipe de professionnels des ventes performants. Le candidat idéal aura un bilan éprouvé en matière de leadership en vente, avec un fort accent sur l'industrie du transport.
Responsabilités principales : Leadership en vente : Gérer et encadrer une équipe de 3 à 5 subordonnés directs, en favorisant une culture de haute performance alignée sur les objectifs commerciaux de C.A.T. North America. Soutien en ligne pointillée : Fournir des conseils et un soutien en matière de vente aux professionnels des ventes qui relèvent indirectement de ce poste, en veillant à l'alignement avec les stratégies et objectifs de vente globaux. Croissance des revenus : Développer et exécuter des stratégies de vente pour générer une croissance significative pour leur équipe de vente directe. De plus, être individuellement responsable du segment des clients du secteur courrier, en atteignant et dépassant les objectifs de vente. Relations clients : Établir et maintenir des relations solides avec les clients clés du secteur courrier, en identifiant des opportunités de vente incitative et de vente croisée. Expansion du marché : Identifier et poursuivre de nouvelles opportunités d'affaires pour accroître la présence de C.A.T. North America en Amérique du Nord. Engagement CRM : Veiller à ce que l'équipe de vente utilise efficacement le système CRM pour un reporting précis, la gestion des pipelines et les analyses. Surveiller régulièrement les données CRM pour en tirer des insights et optimiser les processus de vente. Stratégie de vente : Collaborer avec la haute direction pour développer et mettre en œuvre des plans de vente complets qui s'alignent sur les objectifs stratégiques de l'entreprise. Gestion de la performance : Fixer des attentes claires en matière de performance pour l'équipe de vente, examiner régulièrement les progrès et fournir un encadrement pour atteindre des résultats optimaux. Rapports et analyses : Surveiller et analyser les indicateurs de vente, en préparant des rapports réguliers pour la haute direction afin de suivre la performance et d'identifier les domaines d'amélioration. Collaboration : Travailler en étroite collaboration avec d'autres départements, y compris le marketing, les opérations et les finances, pour assurer l'exécution harmonieuse des stratégies de vente et la satisfaction des clients.
Qualifications : Minimum de 7 à 10 ans d'expérience dans la vente, dont au moins 3 ans dans un rôle de leadership, de préférence dans l'industrie du transport ou du secteur courrier. Bilan éprouvé en matière de croissance des ventes et de gestion d'équipes performantes. Compréhension approfondie du secteur courrier, y compris des tendances du marché et des besoins des clients. Maîtrise des systèmes CRM, avec un fort accent sur l'utilisation des données pour obtenir des insights en matière de vente et l'optimisation des processus. Excellentes compétences en communication, en négociation et en relations interpersonnelles. Capacité à voyager selon les besoins pour rencontrer les clients et soutenir l'équipe de vente, avec environ 50 % de déplacements requis, voire plus à certains moments.
Compétences : Pensée stratégique : Capacité à développer et mettre en œuvre des stratégies de vente à long terme alignées sur les objectifs commerciaux. Leadership : Solides compétences en leadership avec un accent sur le développement de l'équipe et la gestion de la performance. Orientation client : Compréhension approfondie des besoins des clients et capacité à établir des relations durables. Compétences analytiques : Capacité à analyser les données de vente et les tendances du marché pour éclairer la prise de décision.
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Position Overview: C.A.T. North America is seeking a dynamic and results-driven Director of Sales & Courier Business to lead our sales team and their efforts. This role is crucial for driving revenue growth, expanding our market presence, and managing a team of high-performing sales professionals. The ideal candidate will have a proven track record in sales leadership, with a strong focus on the transportation industry.
Key Responsibilities: Sales Leadership: Manage and mentor a team of 3-5 direct reports, fostering a high-performance culture that aligns with C.A.T. North America's business goals. Dotted Line Support: Provide guidance and sales support to sales professionals who report indirectly, ensuring alignment with overall sales strategies and objectives. Revenue Growth: Develop and execute sales strategies to drive significant growth for their direct sales team. In addition individually responsible for the courier customer segment, achieving and exceeding sales targets. Customer Relationships: Build and maintain strong relationships with key customers in the courier industry, identifying opportunities for upselling and cross-selling. Market Expansion: Identify and pursue new business opportunities expanding C.A.T. North America's footprint in North America. CRM Engagement: Ensure the sales team’s effective use of the CRM system for accurate reporting, pipeline management, and analytics. Regularly monitor CRM data to drive insights and optimize sales processes. Sales Strategy: Collaborate with senior leadership to develop and implement comprehensive sales plans that align with the company’s strategic objectives. Performance Management: Set clear performance expectations for the sales team, regularly reviewing progress and providing coaching to achieve optimal results. Reporting & Analysis: Monitor and analyze sales metrics, preparing regular reports for senior management to track performance and identify areas for improvement. Collaboration: Work closely with other departments, including marketing, operations, and finance, to ensure seamless execution of sales strategies and customer satisfaction.
Qualifications: Minimum of 7-10 years of experience in sales, with at least 3 years in a leadership role, preferably in the courier or transportation industry. Proven track record of driving sales growth and managing high-performing teams. Strong understanding of the courier industry, including market trends and customer needs. Proficiency in CRM systems, with a strong focus on leveraging data for sales insights and process optimization. Excellent communication, negotiation, and interpersonal skills. Ability to travel as needed to meet with customers and support the sales team. Approx 50% travel requirement, at times potentially more.
Competencies: Strategic Thinking: Ability to develop and implement long-term sales strategies that align with business objectives. Leadership: Strong leadership skills with a focus on team development and performance management. Customer Focus: Deep understanding of customer needs and the ability to build lasting relationships. Analytical Skills: Ability to analyze sales data and market trends to inform decision-making.

About 247: 247 Fulfillment is a leading third-party logistics (3PL) provider based in Toronto, specializing in supporting brands with end-to-end logistics solutions. We offer a wide range of services, including eCommerce order fulfillment, inventory management, retail logistics, and Amazon FBA prep. Our mission is to provide exceptional, seamless service to our clients, ensuring their logistics are always optimized for success. Wherever our partners want their products to be, we make sure they are there.
Job Description: The Business Development Representative will play a critical role in bringing in new fulfillment customers to 247 Fulfillment. You're on the front lines, representing a brand, product, team and customers we care about. As a founding member of our new BDR org, you will work closely with our sales and operations team to set the standard for a truly excellent, modern BD org at 247 Fulfillment. The ideal candidate is always asking questions, loves to learn, is tech savvy but also a great personality - loves to connect with others and propose solutions to help them grow their business. You consider yourself scrappy, resilient, thoughtful and a team player. We are a quickly growing company so ideally, you thrive in fast-paced environments and are excited to learn the ropes of outbound business development quickly in preparation for a successful career in sales at 247 Fulfillment.
Key Responsibilities: You will drive revenue growth by empowering our Sales team with top-quality leads through strategic outbound outreach across various channels and warm inbound inquiries. When you find approaches that work or signals that made the difference in a prospects engagement, you are eager share them with the team You'll be setting up meetings for Account Executives post-lead qualification, and nurturing leads post-meeting You love cold outreach - you'll be touching >50 contacts a day, cold and warm, via phone, email, dm etc You are using LinkedIn, Loom, Email, Phone, other social media to diversify and personalize outreach to our ideal potential customers. You master our product, buyer persona, Ideal Customer Profiles, customer journey, pain points of prospects etc. You are doing what works and constantly thinking about new and creative experiments to test messaging, industries, and use cases. You leverage a modern tech stack including LinkedIn Sales Navigator, Apollo.io, Hubspot, Lusha, Gong and other tools - you will be provided with the needed tools to succeed.
What You'll Need To Do It Proven experience in logistics or supply chain management, particularly with D2C (direct-to-consumer) eCommerce operations. You have 6+ months of previous fulfillment sales experience as a BDR or other (ideally client-facing) professional experience. Career pivots are welcome provided you have a track record in another B2B field. You are an excellent communicator over both email and phone. As a result, you're able to catch the attention and interest of really busy people. You have thick skin - you will face rejection and should be prepared to handle it. Don't take it too seriously! You have a high bar for what 'good' looks like and are constantly striving to exceed metrics and generate high-quality leads for our sales team. You are excited to receive feedback and actively seek coaching opportunities to enhance performance and professional growth. You take pride in your craft. You are organized and thoughtful and don't make the same mistakes three times. You take pride in having a clean, organized CRM. You are hungry and can dig up potential leads from anywhere - organic posts on social media, cold emails, cold calls, friends of friends etc.

What We Offer: Competitive salary with commission Opportunities for growth within a dynamic and fast-growing company. A collaborative and supportive work environment. The chance to work with top-tier brands in the eCommerce and retail sectors. Opportunity to grow into a sales-team leader over time

Notre client, une entreprise internationale de premier plan spécialisée dans la vente de services de logistique, de courrier et de transport, est à la recherche d’un Spécialiste Transport - Marché LTL .
En plus de développer sa propre clientèle, le Spécialiste Transport - Marché LTL agira comme expert auprès de l’équipe des comptes commerciaux pour les aider à augmenter leur volume d’affaires.
Responsabilités Identifier et solliciter de nouvelles opportunités commerciales pour acquérir des contrats rentables dans le marché du LTL transfrontalier; Assurer la croissance et/ou la maintenance des revenus des comptes assignés en respectant le plan d’affaires établi; Rester informé des tendances du marché, y compris la concurrence, les douanes, la tarification et la classification des produits; Capitaliser sur les relations existantes pour promouvoir et vendre l’ensemble des services de l’entreprise, avec un objectif spécifique d’augmenter les revenus des autres filiales; Mettre en place et suivre un cycle de sollicitation pour garantir la satisfaction des clients, développer des comptes, prospecter de nouveaux contrats, atteindre les objectifs fixés et fidéliser la clientèle; Servir d’expert en produits et services sur les territoires assignés.
Exigences Baccalauréat et/ou expérience équivalente; Minimum de 5 ans d’expérience en ventes; Expérience dans la vente de services de transport LTL - obligatoire; Capacité à gérer et prioriser un grand volume d’informations; Excellentes compétences en communication et présentation; Dynamisme et professionnalisme; Service à la clientèle exemplaire; Bilinguisme (français et anglais).
Si cette opportunité vous intéresse, veuillez envoyer votre CV à l’attention de Pierre Lussier à , en indiquant « Spécialiste Transport » dans l’objet de votre courriel.
Seuls les candidats retenus seront contactés.

Join a Challenger
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca ) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Work
As part of a growing and dynamic Commercial Portfolio Management team, the Account Manager is responsible for underwriting renewals, assumptions, and annual reviews relating to all commercial mortgage product types. The Account Manager must adhere to established policies and underwriting standards, meeting compliance and control requirements, while providing solutions to clients in a timely manner in order to achieve service goals, as well as annual retention targets. Additional credit related and administrative duties are required, such as reporting, pipeline management, as well as managing relationships with external business partners and various staff within the Commercial Department & other internal departments.
The core parts of your role would be to:
On a daily basis, the incumbent will manage renewals, assumptions, annual reviews, and ad-hoc requests, in order to meet prescribed deadlines. Attention must be made to ensure that compliance with the Bank’s established lending guidelines, risk appetite, and procedures are followed with recommendations submitted to the appropriate level of authority for approval. The incumbent is responsible to ensure all lending criteria, including maintaining acceptable ROE thresholds, have been satisfied on deals underwritten, and outstanding documentation or conditions, if any, are being met in a timely manner On a daily basis, the incumbent is responsible for ensuring superior customer service is being delivered On a daily basis, the incumbent will communicate with external contacts (partners, brokers, counsel, etc.) and internal contacts (management, funders, coordinators, etc.) to ensure all transactions and ad-hoc requests are meeting prescribed deadlines in a timely and efficient manner while delivering superior customer service. On a daily basis, the incumbent will be responsible for contributing to special projects as assigned from time to time

Let's Talk About You!
Proficient underwriting skills preferably with a minimum 3-5 years’ commercial mortgage experience and/or SFR underwriting experience Working knowledge of AML/ATF regulations and Corporate/Legal documentation for commercial real estate in multiple jurisdictions across Canada Post-secondary education (diploma/degree) preferably in business or finance Bilingualism (French/English) is considered an asset Sound technical knowledge of commercial real estate underwriting, financial statement analysis and factors affective the commercial mortgage market Good working knowledge of MS Office (primarily Word and Excel) Effective analytical and problem solving skills Strong organizational and time management skills Ability to handle multiple competing priorities Strong negotiation skills Demonstrated ability to work independently to achieve goals Highly developed verbal and written communication skills with the ability to communicate to Senior Management and Partners in a clear, concise and professional manner

Job Complexities / Thinking Challenges:
The position requires an individual to be a self-starter and make sound underwriting decisions as efficiently as possible. The incumbent should be prepared to manage files of greater complexity at all times and shall possess strong cognitive skills, professional judgement and the ability to work independently with minimal supervision to properly assess individual transactions and rely on past experiences to assist in mitigating risk. The incumbent is required to follow corporate policies, procedures and regulatory requirements in order to work through files and rationalize the recommendations or decisions made. In some cases, viability is assessed with limited access to information or documentation. As such, the incumbent must be able to draw on specific product/document knowledge to assess suitability

What we offer (For full-time permanent roles)
Competitive discretionary bonus
✨ Market leading RRSP match program

Join a Challenger
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca ) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Work
As part of a growing and dynamic commercial team, the Commercial Mortgage Underwriting Associate CMHC is responsible for supporting the underwriting team from receipt of deal through to the funding stages for document fulfilment and review, loan set-up and reporting. They will ensure compliance with the Company’s established lending and AML guidelines and specific deal requirements manner in order to achieve service goals and department-level targets. Additional duties include assistance with the management of loan maturities, maintenance of team pipelines, Ad-Hoc reporting and special projects required by senior management. The incumbent will be working closely with the Commercial underwriting team, Commercial Funders and Administrators and other internal departments.
The core parts of your role would be to:
60% On a daily basis, the incumbent will support the Commercial Underwriting team with the ongoing management of active loans. Specifically, the incumbent is responsible for prompt set-up of new loans on SIT and RAISE as well as data management and the processing of CAFS for all approved loans. In addition, the incumbent will further support Underwriters with due diligence required to obtain Credit approval on new transactions. Activities may include the review and analysis of financial statements, lease agreements and other 3rd party documents. Attention must be made to ensure that compliance with the company’s established lending guidelines and procedures, along with AML guidelines, are followed with recommendations submitted for approval to management. The incumbent is responsible to ensure all lending criteria have been satisfied on deals underwritten and outstanding documentation/conditions, if any, are being met in a timely manner. Additional duties include loan modification requests, various ad-hoc request along with other day-to-day requirements 25% On a daily basis, the incumbent will engage in regular communication, analysis/judgement and follow-up with Lending Partners and various internal colleagues to ensure that timely status updates on loan maturities are recorded. The incumbent is also responsible for processing loan maturities, extensions and renewals on SIT and RAISE on a timely basis to meet the requirements of securitization and origination timelines 10% On a daily basis, the incumbent will communicate with external contacts (partners) and internal contacts (funders, managers, administrators, and QA) to ensure transactions are processed in a timely and efficient manner in order to deliver superior customer service and meet closing deadlines. 5% - On a daily basis, the incumbent will be responsible for the preparation of specific departmental pipeline reports that will be relied upon by Management. (This includes designing and formatting Cyberquery and Excel-based reports)

Let's Talk About You!
Have a minimum of 2 years’ commercial mortgage administration experience Post-secondary education (diploma/degree) preferred, preferably in business or finance Good working knowledge of MS Office (primarily Word and Excel) Effective analytical and problem-solving skills Strong business sense combined with sound technical knowledge of secured lending and factors affecting the commercial mortgage market Established organizational skills Ability to handle multiple competing priorities Good time management skills Excellent communication skills, both oral and written

Job Complexities/Thinking Challenges
The position requires the incumbent to be a self-starter and make sound decisions as quickly and efficiently as possible using considerable creativity. Commercial mortgage applications can be complex in nature, requiring in-depth reviews of documentation, creative and innovative thinking and proactive problem solving. The incumbent will be required to support the entire underwriting team for the afore-mentioned activities, as such will need to be organized and manage their time/priorities well. In addition, the incumbent will support new Company initiatives and understand the impact process changes may have on other functional areas within the Company. Projects and Assignments may be diverse in nature, requiring creative and innovative thinking and proactive problem solving

What we offer (For full-time permanent roles)
Competitive discretionary bonus
✨ Market leading RRSP match program

Join a Challenger
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca ) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Work
As part of a growing, dynamic & solution-focused commercial team, the Commercial Mortgage Underwriter is responsible for underwriting conventional commercial mortgages (typically up to $5-7m). The underwriter must adhere to established policies and underwriting standards, meeting compliance and control requirements, while finding creative and service-oriented solutions in a timely manner in order to achieve department goals as well as annual target volumes. Additional credit-related and administrative duties are also required such as reporting and pipeline management (SIT/RAISE). As well, networking with brokers and other external business partners along with various staff within the Credit & Risk group and other internal departments.
The core parts of your role would be to:
On a daily basis, the incumbent will analyze and underwrite commercial credit facilities together with additional credit related and administrative duties, for conventional commercial mortgage product types. Attention must be made to ensure that compliance with the company’s established lending guidelines and procedures are followed with recommendations submitted for approval to management. The incumbent is responsible to ensure all lending criteria have been satisfied on deals underwritten and outstanding documentation/conditions, if any, are being met in a timely manner (50%). On a daily basis, the incumbent will communicate with internal contacts (funders, managers, administrators, and commercial sales staff) as well as external contacts (lending partners, mortgage brokers, solicitors, appraisers and consultants) to ensure transactions are processed in a timely and efficient manner in order to deliver superior customer service and funding deadlines. Site inspections of properties or drive-by inspections may be required, on a deal-to-deal basis. (30%). On a daily basis, the incumbent is responsible for time management of their deal flow in order to meet prescribed deadlines (10%). On a monthly basis, the incumbent will be responsible for various administration and reporting duties required for the department/Company which will be relied upon by Senior Management (10%).

Let's Talk About You!
Bilingualism is an asset Proficient underwriting skills with a minimum 3 years’ commercial mortgage experience and/or SFR underwriting experience Demonstrated service excellence within their field Post-secondary education (diploma/degree) preferred, preferably in business or finance Good working knowledge of MS Office (primarily Word and Excel) Effective analytical and problem solving skills Good business sense combined with sound technical knowledge of secured lending and factors affecting the commercial mortgage market Good organizational and time management skills Good understanding of regulatory, compliance, AML and privacy policies Ability to handle multiple competing priorities while providing optimal customer service Excellent communication skills, both oral and written Ability and desire to attend broker related events as required (often, after hours) Access to a vehicle for site inspections

Job Complexities/Thinking Challenges:
The position requires the incumbent to be a self-starter and make sound underwriting decisions as efficiently as possible. Commercial mortgage applications can be complex in nature, requiring creative and innovative thinking and proactive problem solving. Potential loan restructuring and negotiations can be required on deal-to-deal basis. The incumbent is required to follow corporate policies, procedures and regulatory requirements in order to work through files and rationalize the recommendations or decisions made. The ability to clearly identify material risks and outline the mitigating factors that form their ultimate recommendations to Management. In some cases, viability is assessed with limited access to information or documentation. Strong relationship management skills are required. The incumbent must exhibit a confident and knowledgeable approach in interactions with Partners/Broker/Client. Maintaining a balance between providing high level of customer service, meeting performance service level metrics, supporting the Origination team while upholding integrity and ensuring credit decisions are thoroughly assessed, and concerns are addressed as they arise and escalated when appropriate

What we offer (For full-time permanent roles)
Competitive discretionary bonus
✨ Market leading RRSP match program

In the role of our next Director of Sales, you will lead the development and execution of high-impact strategies while building and managing a top-performing, nationwide sales team. Collaborating closely with the CRO, you’ll drive growth, expand the team across Canada, and take full ownership of the sales process. As a strong leader with deep product knowledge and exceptional relationship-building skills, you will foster a collaborative, high-performance culture and thrive in scaling the department from the ground up.
In terms of compensation, this role offers an uncapped commission structure. If this opportunity aligns with your next career move, we’d love to hear from you! Apply now and take the next step in your journey with Stallion Express!
Key Areas of Responsibility
Sales Team Leadership Lead, mentor, and manage the sales team to ensure alignment with company objectives and individual performance goals. Hire, train, and develop a high-performing sales team to drive revenue growth. CRM Optimization Take ownership of the existing CRM system, setting it up to streamline sales processes, track leads, and generate actionable insights. Train and guide the sales team on effective CRM usage to maximize efficiency and data accuracy. Sales Performance Metrics and Dashboards Develop and maintain a sales dashboard to provide real-time visibility into team performance and progress against KPIs. Establish and monitor KPIs, such as revenue growth, lead conversion rates, and new account acquisition. Lead Management and Conversion Oversee the conversion and onboarding of incoming leads, ensuring smooth client transitions and satisfaction. Identify, nurture, and close new leads to expand the client base. Actively seek new business opportunities through networking, industry events, and partnerships to fuel company growth. Client Onboarding and Support Partner with the CRO to provide critical support in both sales activities and client onboarding, ensuring seamless transitions and exceptional client experiences. Strategic Planning Develop and execute sales strategies to drive revenue growth and meet company objectives. Analyze market trends and client feedback to adjust strategies as needed. Stay informed about industry developments, emerging technologies, and competitive offerings in the e-commerce shipping and logistics space. Stay updated on industry best practices, tools, and technologies to enhance the effectiveness of sales operations.
Required Skills A bachelor’s degree in business or a related field. A minimum of 3 years of recent eCommerce experience. At least 8 years of experience in sales and business development. 4+ years in sales management or leadership roles, with a track record of developing and managing high-performing teams. Strong leadership, communication, and interpersonal skills, with a focus on fostering team growth and development. Proficiency in CRM systems and sales analytics tools. Ability to represent Stallion Express with professionalism, charisma, and positivity. Adaptable and effective under pressure, with a commitment to achieving results. Skilled at building and maintaining strong client relationships while delivering exceptional service and support throughout the sales process. Deep understanding of Stallion Express’s products and services to lead onboarding conversations and set clients up for long-term success.
About Us Stallion Express is a Toronto-based company providing logistics solutions tailored for online sellers. We empower businesses by creating seamless connections between them and their customers. Whether serving small eBay sellers or large eCommerce platforms, we simplify the process of delivering products to customers. Our dynamic team is united by a common goal: to help Canadian sellers ship parcels at the most competitive rates.
What’s in it for you? Corporate telecom discount: Access to exclusive discounts for your personal devices. Travel Compensation: We offer a compensation plan to support travel-related expenses for team members required to travel for client meetings, field visits, or other business-related activities. This ensures that our team is supported while on the road, helping to reduce personal costs associated with work-related travel. Birthday and work anniversary celebration: Whether it's your birthday or work anniversary, we're all about celebrating you! Office gym : Our new 1,200-square-foot gym is under construction at our headquarters. It features top-of-the-line fitness equipment designed to support a healthy lifestyle. This exclusive facility will be available to all team members 24/7, providing the perfect space to prioritize your health and wellness whenever it fits into your schedule! It will be ready for the team to use by Q2 of 2025!
At Stallion Express, we believe that diverse perspectives drive innovation and success. We are committed to creating an inclusive and welcoming environment where everyone feels valued and empowered to thrive. We encourage candidates of all backgrounds and experiences to apply and join us in shaping the future of eCommerce solutions.

Company Description
ShipTop is a leading omnichannel fulfillment provider committed to revolutionizing eCommerce logistics. We specialize in efficient order fulfillment, real-time inventory management, and seamless cross-border shipping solutions. With multiple fulfillment centers across Canada, we’re on a mission to help online businesses scale faster and more sustainably.
Position Overview
We’re looking for a dynamic Business Development Manager with a keen entrepreneurial spirit to drive ShipTop’s growth and expand our reach. This role will be central to scaling our client base and forging strategic partnerships in the 3PL, eCommerce, and logistics space. The ideal candidate will have a strong background in business development or sales, coupled with a deep understanding of fulfillment, shipping, or 3PL operations.
Key Responsibilities
Lead Generation & Pipeline Management: Identify, prospect, and qualify potential clients across various industries, effectively building and managing a robust sales pipeline. Strategic Partnerships: Cultivate and nurture relationships with eCommerce platforms, carriers, and other logistics partners to enhance ShipTop’s service offerings. Consultative Selling: Understand client needs and present tailored 3PL and fulfillment solutions, demonstrating ShipTop’s competitive advantages in speed, cost, and technology. Market Research & Analysis: Stay up to date with industry trends, competitor offerings, and emerging opportunities in the logistics and eCommerce sectors. Sales Forecasting & Reporting: Develop and present accurate sales forecasts, track key performance metrics, and provide regular progress updates to the executive team. Collaborative Growth: Work closely with operations, marketing, and product teams to align strategies, optimize service delivery, and enhance customer satisfaction. Entrepreneurial Leadership: Contribute innovative ideas to improve ShipTop’s offerings, expand market presence, and drive sustainable long-term growth.
Qualifications
Education: Bachelor’s degree in Business, Marketing, Supply Chain, or a related field. Experience: 3+ years of proven success in business development, sales, or account management within 3PL, shipping, logistics, or fulfillment industries. Industry Knowledge: Deep understanding of eCommerce fulfillment processes, shipping carriers, and supply chain best practices. Communication Skills: Exceptional written and verbal communication, with the ability to articulate complex solutions clearly and persuasively. Entrepreneurial Mindset: Self-starter with a strong drive to innovate, overcome challenges, and build lasting business relationships. Technical Skills: Proficiency in CRM software, sales pipeline management, and relevant industry tools or platforms. Collaboration & Leadership: Ability to work cross-functionally, mentor junior team members, and influence company strategy at a high level.
Why Join ShipTop?
High-Growth Environment: Be a key player in scaling a top-tier 3PL that’s disrupting eCommerce logistics. Entrepreneurial Culture: Bring your ideas to life in a supportive environment that values innovation and proactive thinking. Impactful Role: Shape the future of ShipTop by forging strategic partnerships and driving revenue growth. Career Development: Opportunities for professional growth, mentorship, and leadership in a rapidly expanding company.
If you’re ready to shape the future of eCommerce logistics and thrive in a dynamic, fast-paced environment, we’d love to hear from you. Join us at ShipTop and play a pivotal role in transforming the logistics landscape for online businesses worldwide!

Akkodis recrute pour son client, Leader Américain dans le domaine du Transport, un(e) Gestionnaire de Projets ERP (Oracle Cloud) :
Poste permanent directement chez le client final Mode de travail hybride, 1 à 2 présences au bureau sur Ville-St-Laurent Environnement bilingue Français / Anglais
À propos du poste :
En tant que gestionnaire de projets, vous serez responsable de plusieurs initiatives multidisciplinaires, principalement en mode Agile. Vous participerez à la planification de projets avec les équipes internes, depuis la préparation du plan de gestion jusqu’au soutien post-implantation (phase d’hypercare). Un accent particulier sera mis sur l’implantation, la mise à jour et l’intégration des ERP (Oracle Cloud, modules Finance et RH), mais vous serez également impliqué dans des projets liés à l’infrastructure et à la cybersécurité. Notre rythme dynamique d’acquisitions d’entreprises assure un flux constant de projets et de défis à relever.
Votre profil :
• Vous avez une formation en informatique, idéalement un baccalauréat ou un diplôme équivalent. • Vous disposez de 4 à 5 ans d’expérience en gestion de projets informatiques, particulièrement en mode Agile, avec une expertise en gestion des risques. • Vous avez une expérience solide dans la mise en œuvre d’un système ERP, de sa phase initiale jusqu’à sa finalisation. • Vous êtes une personne organisée, capable de gérer plusieurs projets en parallèle avec flexibilité. • Vous êtes un communicateur efficace en français et en anglais, capable de vous adresser à des interlocuteurs techniques comme non techniques à tous les niveaux de l'organisation. • Vous aimez quand les choses bougent vite tout en ayant une mentalité de satisfaction client.
Conditions :
• Salaire compétitif. • Mode de travail hybride (présence au bureau de Ville-Saint-Laurent deux jours par semaine). • RÉER avec contribution de l'employeur. • Assurances collectives incluant la télémédecine et un compte de dépenses de santé, dès l’embauche. • Grande autonomie dans votre rôle. • Opportunités d’évolution professionnelle. • Remboursement des frais d’adhésion à des associations professionnelles. • Prise en charge des frais de formation pour le développement professionnel. • Stationnement gratuit.

Join a Challenger
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca ) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Work
The Underwriter is responsible for conducting credit reviews across the entire suite of Insurance Lending products which includes Immediate Financing Arrangements (IFA), CSV Max, and CSV Flex applications. The incumbent will be responsible for adjudicating corporate and personal credit applications, while maintaining excellent service levels.
The Core Responsibilities!
Assess the credit worthiness of both commercial (corporate) and individual borrowers, while adhering to the Bank’s lending guidelines and policies. Provide recommendations and approvals within designated limits. Ensure that approved deals close as scheduled and as efficiently as possible, by following up on outstanding conditions/documents and ensuring compliance with established guidelines Demonstrate a comprehensive understanding of the nuances of Whole Life Insurance policies, including their structure, functionality, as well as the impact of future policy changes on the credit portfolio Deliver exceptional, customer-centric service to both internal and external stakeholders; participate in sales meetings, as required. Actively engage in team efforts and support colleagues Maintain a high level of professionalism in all interactions. Support other areas within the Growth Business unit as required.

Let's Talk About You!
Post-secondary education in business or finance. In-depth knowledge of commercial underwriting and financial statements analysis. Proficient underwriting skills, with a minimum of1 year of commercial lending experience. Insurance lending experience preferred Exposure to and knowledge of whole life insurance products is highly preferred. Strong analytical and problem-solving skills, with the ability to assess credit applications holistically. Sound knowledge of AML & ATF practices. Excellent time management, analytical and problem-solving skills, able to handle multiple competing priorities. Ability to make decisions under pressure

What we offer (For full-time permanent roles)
Competitive discretionary bonus
✨ Market leading RRSP match program

Logistics Sales Executive - 3PL Industry - Mississauga Office Fuze Logistics Services is a next generation 3PL headquartered in Montreal, with offices across North America, leveraging cutting-edge technologies and decades of industry expertise to facilitate the transport of freight globally. We are seeking a Logistics Sales Executive to join our team in Mississauga! The ideal candidate will have a solid sales experience in a 3PL environment, will be a motivated and a conscientious team player capable of working in a dynamic and fast-paced environment. Develop new business opportunities, through current book of business or cold call into new prospect accounts. Generate and follow-up on sales leads in a timely manner. Act as an intermediary between customers and CSR’s to ensure pricing is accurate and profitable. Assist with carrier portfolio, including developing strong relationships and operational understandings, helping match carrier preferred lanes with freight, and work with carriers as determined by the company. Desired Skills and Experience: Minimum 2 years 3PL sales experience, with a book of business. Proven track record in sales in 3PL transportation/logistics. Highly motivated self-starter, tactfully relentless and disciplined, as well as a Team Player. Excellent communication and negotiation skills. Strong organizational skills.
Why join Fuze? We offer a comprehensive salary and benefits package. Entrepreneurial spirit is encouraged, and success is rewarded. We operate with the philosophy that the company is successful when its employees are successful. We ensure a balanced life and fulfilling work experience, in a motivating work environment. Our flat corporate structure that translates into relationships of trust, and effective communications between team members and clients. You have the opportunity to develop your own potential. We are committed to creating opportunities for all our employees so that they may develop, progress, and contribute to the business regardless of differences!

Logistics Sales Executive - 3PL Industry - Calgary, AB Office
Fuze Logistics Services is a next generation 3PL headquartered in Montreal, with offices across North America, leveraging cutting-edge technologies and decades of industry expertise to facilitate the transport of freight globally.
We are seeking a Logistics Sales Executive to join our team at our Calgary office!
The ideal candidate will have a solid sales experience in a 3PL environment, will be a motivated and a conscientious team player capable of working in a dynamic and fast-paced environment.
Responsibilities: Develop new business opportunities, through current book of business or cold all into new prospect accounts. Generate and follow-up on sales leads in a timely manner. Act as an intermediary between customers and CSR’s to ensure pricing is accurate and profitable. Assist with carrier portfolio, including developing strong relationships and operational understandings, helping match carrier preferred lanes with freight, and work with carriers as determined by the company.
Desired Skills and Experience: Minimum 2 years 3PL sales experience, with a book of business. Proven track record in sales in 3PL transportation/logistics. Highly motivated self-starter, tactfully relentless and disciplined, as well as a Team Player. Excellent communication and negotiation skills. Strong organizational skills.
Why join Fuze? We offer a comprehensive salary and benefits package. Entrepreneurial spirit is encouraged, and success is rewarded. We operate with the philosophy that the company is successful when its employees are successful. We ensure a balanced life and fulfilling work experience, in a motivating work environment. Our flat corporate structure that translates into relationships of trust, and effective communications between team members and clients. You have the opportunity to develop your own potential. We are committed to creating opportunities for all our employees so that they may develop, progress, and contribute to the business regardless of differences!
Fuze Logistics Services Inc. is committed to providing equal opportunity for all qualified applicants without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other characteristics protected by provincial laws. If you are selected to participate in recruitment, selection and/or assessment process, please advise our Human Resources department of any accommodation(s) needed to ensure your equal participation. Any information collected relating to the accommodation will be addressed confidentially.

Join a Challenger
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca ) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Work
The Senior Manager, AML Advisory, plays a leadership role in the Compliance department while also contributing specific subject matter expertise on Anti-Money Laundering, Anti-Terrorist Financing (AML/ATF), Sanctions, and Compliance related matters. This position primarily assists the Associate Director, AML Governance and the CAMLO in the on-going management and the oversight of Equitable Bank’s enterprise-wide AML/ATF program.
This position assists the Associate Director, AML Governance in ensuring AML/ATF related policy and procedures are maintained and current to support a comprehensive and effective Regulatory Compliance Management regime within the Bank, assists Senior Management and employees to comply with legislation and regulations, and to manage reputational and other operational risks. The environment is often fast-paced and requires the effective time management of multiple tasks and projects.
The Core Responsibilities Of The Job:
Advisory and Training: Act as a point of escalation for the BUs for AML/ATF related inquiries/exceptions relating to regulatory interpretation or the Bank’s AML/ATF program while ensuring compliance with applicable laws, regulations, guidelines, and established procedures Plays a leadership and advisory role in providing guidance, regulatory interpretation, training and other assistance on appropriate standards and business practices to support the business lines in managing their AML/ATF activities Supports the Associate Director, AML Governance in the development and implementation of programs for the identification, quantification and management of regulatory compliance risk on an enterprise-wide basis Proactively recommends strategies to improve or update existing AML/ATF controls or create new controls to ensure the effective management of ML/TF risk. Creates and independently manages summaries, presentations, statistics, and any other required documentation to effectively report to the Board or regulators on the status of AML/ATF Compliance within the Bank. Proactively monitors and analyzes emerging and new AML/ATF legislation and compliance related issues, developments, trends and risks to the Bank and provides sound recommendations for action to the Associate Director, AML Governance Executes the Bank’s annual AML/ATF Risk Assessment in collaboration with various business stakeholders as we all periodic review of the risk assessment methodology. Proactively manages remediation of any audit findings from regulators or Internal Audit department Remains up to date with sanctions, FATF publications, and general developments in the AML/ATF landscape Participates in various internal/external workshops/seminars/conferences to remain current in the AML/ATF landscape (e.g., maintain CAMS certification). Regularly develops, updates and delivers specialized AML/ATF training at enterprise and business unit level and manages the maintenance of enterprise-wide AML/ATF employee training program, assessment and certification processes to effectively manage ML/TF risks and gaps and comply with regulatory expectations and industry standards Policies and Procedures: Supports the Associate Director, AML Governance in managing the development and maintenance of enterprise-wide AML/ATF related policies and programs to effectively manage ML/TF risks and comply with regulatory expectations and industry standards Supports the Associate Director, AML Governance in the implementation, oversight and management of an effective AML/ATF program, and the reporting of same to Senior Management and/or the Board Monitors regulatory and internal changes to recommend updates in policies and procedures enterprise wide and to provide regularly updates to the Associate Director, AML Governance and AML department. Assesses and escalates to the Associate Director, AML Governance significant AML/ATF policy and procedural gaps and issues across all lines of business and provides recommendation for remediation Supports the Associate Director, AML Governance in reviewing significant new initiatives and changes to products and services, policies, processes and systems to determine whether compliance related risks have been adequately addressed and suggests controls and procedures to ensure effectively manage risk and compliance Manages the development, amendment and continuous improvement of the Compliance department’s policies and procedures. General: Leads a team of AML Officers and establishes a two-way working relationship with direct report(s) to solicit their views on the working environment, potential changes affecting their work and continuous improvement opportunities. Builds and sustains a team that is capable of monitoring and testing ML/TF risks across the Bank, delivering and maintaining the performance required for the department, including coaching and the creation and implementation of training and developmentplans Promotes a positive work environment that fosters collaboration, innovation, and synergies Empowers staff with resources and tools to be successful in the role Monitors regulatory and internal changes to recommend updates in monitoring and testing activities

Let's Talk About You!
A university degree, preferably in Business, Law or Accounting 7+ years’ proven Canadian experience gained through work experience in the financial services industry, including experience in AML/ATF systems and controls CAMS certified or to be certified within 12 months of start date Managerial experience for a minimum of 4 years Demonstrated leadership skills with the ability to set strong examples for staff Direct exposure in managing AML/ATF, sanctions, regulatory compliance, risk management disciplines and best practices Subject matter expertise of AML/ATF legislation, related regulations and guidelines Lending or retail banking experience considered an asset Excellent analytical, risk assessment and research skills Ability to successfully handle multiple competing priorities Strong time management skills Excellent written and verbal communication skills, including strong public speaking and presentation skills, as well as the ability to develop and maintain strong relationships with internal and external contacts Proficient knowledge of Microsoft Office (Word, Excel and PowerPoint) and internet/web navigation Knowledge of French an asset

What we offer (For full-time permanent roles)
Competitive discretionary bonus
✨ Market leading RRSP match program

Join a Challenger
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca ) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Work
The Senior Analyst Third Party Risk Management provides support in the development of operational risk standards, tools, processes, and systems, and in the execution of oversight and reporting of operational risk management practices across the organization.
The Core Responsibilities Of The Job:
The primary focus of this role is to support second line of defense third party risk management activities within the Operational Risk Management department.

Operational Risk Management:
Contribute to the third party onboarding due diligence assessments, compile results, and draft reports Support the maintenance and management of the third party risk supporting systems, tools, dashboards, teams communication sites and shared mailboxes Assist in data quality reviews to ensure the accuracy, reliability and completeness of data and apply best practices for data capture and maintenance Responsible for tracking action plans based on outcomes of due diligence, calibration activities, monitoring, incidents, and transition provisions and reporting status Maintain third party risk management internal standards, including timely resolution of internal and external issues and engagement with key stakeholders Engage with and assist Directors and Managers on the Operational Risk Management team on third party and operational risk strategic projects, risk activities and undertaking development activities, as required Work with business units and departments to assist with their overall third party risk management obligations Support the creation and implementation of third party risk reporting including maintaining monthly/quarterly/ad-hoc risk reporting on key risk indicators, and operational risk levels and developing analytics Contribute to the development, administration and maintenance of the Bank’s third party risk management system, ensuring risk data populated is timely, accurate and consistently applied

Risk Governance & Oversight:
Research and provide in depth analysis and guidance on third party and operational risk industry standards and best practices Create and maintain third party and operational risk management guidelines, manuals and tools

Business Advisory:
Assist in the awareness, understanding, communication and training of third party and operational risk procedures

Risk Reporting:
Support regularly scheduled and ad-hoc third party risk reporting and analytics to Support Senior Management reporting

Let's Talk About You!
Completion of a post-secondary education program in the business field, complemented with enrollment in a relevant professional designation program 3+ years of relevant risk management experience in operational risk and controls, preferably gained through working in front office, risk management, consulting role in financial industry, Audit, Compliance or Operational risk management Strong analytical and quantitative skills and problem-solving abilities. Strong attention to detail Proficient written and verbal communication skills including the ability to facilitate meetings and draw insights Good organizational, project and time management to efficiently deliver concurrent projects with competing priorities Experienced in building reports and managing data quality in order to meet regulatory/legal requirements of Financial Institutions Developing knowledge and awareness of the financial industry, risk management practices and regulatory and/or policy changes Data analytical skills including proficiencies in Power BI, Excel and / or data reporting tools

What we offer (For full-time permanent roles)
Competitive discretionary bonus
✨ Market leading RRSP match program

LOOKING FOR AN AMAZING CAREER OPPORTUNITY?
WITH CANADA’S FASTEST GROWING 3PL SERVICE PROVIDER, THERE’S NO LIMIT TO WHERE YOU CAN GO!
Many of our most successful managers joined KWE in entry level or associate positions and with hard work, determination, and desire they were able to achieve a level of success beyond their imaginations. These success stories are our greatest achievement. Let our story be your story. Whatever the position, KWE can open the door to a bright and exciting future for you. You bring the can-do attitude, and we will provide the tools for your success. Join us today!
KWE IS CURRENTLY HIRING FOR A SENIOR ACCOUNT EXECUTIVE
KWE is currently looking for a Senior Account Executive who is focused on delivering a world class customer service experience to our valued customers. As a member of our team, you will be responsible for new business development by using KWE’s global network and domestic infrastructure. Our collaborative and diverse approach to our business ensures a helpful, positive environment for all and maintains the high standard of customer service excellence that has made KWE the envy of our competitors.
WHY KWE?
On-going training and development to ensure your success. A fast-paced, dynamic, and fun environment with a great team. A generous bonus program linked to company & individual success. Competitive and equitable compensation packages. Dental, Medical, vision, Life, dependent life, and critical illness insurance. Employee Assistance Program. Paid time off benefits. Defined Contribution Pension plan after 2 years with company contribution of 3 percent. Immediate RRSP eligibility.
REQUIREMENTS
Formal Academic training in International Business or related field and 5 + years’ experience and/or training; or equivalent combination of education and experience. Working knowledge of international shipping terms, Bill of Landing procedures, cargo documentation, liabilities, and insurance. Ability to read, analyze, and respond to common inquiries or complains from customer, regulatory agencies, or members of the business community. Ability to effectively present effective sales strategies and corporate information at a senior level. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Proficient personal computer skills including electronic mail, Power Point, record keeping, routine database activity, word processing, spreadsheet, graphics, etc.
DETAILS OF THE JOB
Responsible for generating new business by acquiring new customers and/or expanding existing customers with other modes of transportation. Ensuring customer satisfaction for ongoing account maintenance and preservation. Have a consultative approach when working on prospective clients. Developing and presenting logistical solutions to prospective clients. Maintaining CRM/SENS activity and building an opportunities pipeline to achieve goals and objectives. Communicating and advising international offices of our market capabilities. Reviewing and researching market changes; developing and suggesting new marketing strategies to increase awareness and promote corporate image and marketing specific to the commodity sector. Educating and updating clients on programs that have a direct effect on cost and responsibilities. Administration – submitting weekly and monthly sales reports on time. Meeting minimum productivity requirements. Leading proactive team efforts to achieve departmental and company goals. Ensuring customer retention by monitoring communications between staff and clients.
ONE SIMPLE CLICK COULD CHANGE YOUR LIFE. APPLY NOW

Join the Ceres IT team as a Systems Administrator, where you'll be a technical expert for our enterprise IT systems! We're searching for talented individuals who can think big and are ready to roll up their sleeves to tackle the challenges ahead.
In this dynamic role, you’ll install, configure, protect, and maintain our environment while ensuring security and stability across the enterprise. You’ll be the go-to person for optimizing and managing backups and handling group policy and security for various applications and divisions. Your expertise will shine as you help oversee servers and storage environments (think VMs, NAS, SAN, Cloud), with support extending to the helpdesk, and set up PCs and VOIP systems.
The successful candidate will thrive on strategic and tactical tasks, blending technical prowess with a collaborative spirit. If you’re ready to make an impact on a vibrant team that dreams big, we want you on board to help us achieve great things!
The candidate will work under light supervision with latitude for independent judgment.
Responsibilities: Manage Veeam backups. Lead Active Directory: group policy object (GPO) & user management Lead O365 administration including licensing, Intune, and security Manage server and storage administration (VM’s, NAS, SAN). Manage virtual environments. Collect and communicate business requirements, write technical documents, assist in managing projects. Setup PCs and VOIPs. Participate in help desk support activities. Perform other duties as assigned and/or required.
Qualifications: Required: Advanced degree in computer science or relevant field, or 5 years of IT experience with increasing responsibility in lieu of degree. Must have experience with user management/AD/O365, security, and server management.

Must have the ability to work the first 90 days on-site. As experience is gained, must have the ability to work 2 days on-site and 3 remote days per week, depending on business needs. Preferred Hyper-V; Managing Hyper Converged Environments; AD & Group Policy; Veeam; HCI; Hyper-V SQL Administration; SQL Script; C#; C++; VB; PowerShell; .Net; Networking; WSUS; MDT
PHYSICAL DEMANDS
The physical demands described here are representative of those that an employee must meet to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform these functions.
While performing the duties of this job the employee is regularly required to talk or hear and sit. The employee must frequently use hands to finger, handle, or feel. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee is occasionally required to lift 20 pounds. The vision requirements include close vision.

Logistics Sales Executive - 3PL Industry - Montreal Office
Fuze Logistics Services is a next generation 3PL headquartered in Montreal, with offices across North America, leveraging cutting-edge technologies and decades of industry expertise to facilitate the transport of freight globally. We are seeking a Logistics Sales Executive to join our team in Montreal! The ideal candidate will have a solid sales experience in a 3PL environment, will be a motivated and a conscientious team player capable of working in a dynamic and fast-paced environment. Develop new business opportunities, through current book of business or cold all into new prospect accounts. Generate and follow-up on sales leads in a timely manner. Act as an intermediary between customers and CSR’s to ensure pricing is accurate and profitable. Assist with carrier portfolio, including developing strong relationships and operational understandings, helping match carrier preferred lanes with freight, and work with carriers as determined by the company.
Desired Skills and Experience: Minimum 2 years 3PL sales experience, with a book of business. Proven track record in sales in 3PL transportation/logistics. Highly motivated self-starter, tactfully relentless and disciplined, as well as a Team Player. Excellent communication and negotiation skills. Strong organizational skills.
Why join Fuze? We offer a comprehensive salary and benefits package. Entrepreneurial spirit is encouraged, and success is rewarded. We operate with the philosophy that the company is successful when its employees are successful. We ensure a balanced life and fulfilling work experience, in a motivating work environment. Our flat corporate structure that translates into relationships of trust, and effective communications between team members and clients. You have the opportunity to develop your own potential. We are committed to creating opportunities for all our employees so that they may develop, progress, and contribute to the business regardless of differences!
Fuze Logistics Services Inc. is committed to providing equal opportunity for all qualified applicants without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other characteristics protected by provincial laws. If you are selected to participate in recruitment, selection and/or assessment process, please advise our Human Resources department of any accommodation(s) needed to ensure your equal participation. Any information collected relating to the accommodation will be addressed confidentially.

Freight Forwarding Sales Executive
Fuze Logistics Services has recently expanded its services and is looking for a Freight Forwarding Sales Executive who has a passion for sales, building relationships and strong communication skills. The candidate will be responsible for prospecting, engaging and closing new accounts, along with building and maintaining relationships with a customer base.
Responsibilities: Develop relationships with customers and generate new business. Turn on that ability to tap into global opportunities while working alongside freight forwarding experts. Form a customer base by establishing communication with prospective clients, understanding their supply chain needs and building out proposals to meet their requirements. Solicit our client’s services which include Ocean Import/Export, Air Import/Export, Ocean Export, Distribution & Warehousing, Cargo Insurance, and Customs Brokerage Meet and surpass monthly goals and objectives. Maintain consistent communication with our client’s Operations/Customer Service Departments.
Desired Experience: 3-5 years in logistics/freight sales. Strong customer service and communication skills. The ability to learn quickly and work efficiently to meet productivity goals. Good organizational skills as this position requires working with multiple departments and following up with clients and prospects. Proficient in CRM (Salesforce) is a plus!
Why join Fuze? We offer a comprehensive salary and benefits package. Entrepreneurial spirit is encouraged, and success is rewarded. We operate with the philosophy that the company is successful when its employees are successful. We ensure a balanced life and fulfilling work experience, in a motivating work environment. Our flat corporate structure that translates into relationships of trust, and effective communications between team members and clients. You have the opportunity to develop your own potential. We are committed to creating opportunities for all our employees so that they may develop, progress, and contribute to the business regardless of differences!
Fuze Logistics Services Inc. is committed to providing equal opportunity for all qualified applicants without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, age, disability, or any other characteristics protected by provincial laws. If you are selected to participate in recruitment, selection and/or assessment process, please advise our Human Resources department of any accommodation(s) needed to ensure your equal participation. Any information collected relating to the accommodation will be addressed confidentially.

Joignez-vous à la Banque Qui Défie
Être une banque traditionnelle n’est tout simplement pas notre genre. Nous croyons fermement à l’innovation dans l’expérience bancaire parce que nous pensons que les Canadiens méritent de meilleures options. Nous nous mettons au défi, ainsi que nos équipes, de transformer de façon créative tout ce que nous pouvons dans le domaine bancaire. Notre équipe est composée d’esprits curieux et agiles qui trouvent des façons plus intelligentes de faire les choses. Si vous n’avez pas peur de relever de grands défis et de redéfinir l’avenir, votre place est avec nous. Vous travaillerez avec des gens qui vous encourageront à atteindre de nouveaux sommets. Nous aimons travailler dans le plaisir, poser des questions et apprendre ensemble.
Nous sommes une grande famille (qui continue de s’agrandir!). Acteur du marché depuis plus de 50 ans, nous servons plus de 670 000 personnes dans tout le Canada par l’entremise de la Banque Équitable, La Banque Qui Défie du Canada. Concentra Bank, la filiale en propriété exclusive de la Banque Équitable, appuie les coopératives de crédit du Canada qui servent plus de 6 millions de membres. Ensemble, nous avons plus de 125 milliards de dollars d’actifs sous gestion et administration combinés, avec un mandat clair de favoriser le changement dans les services bancaires canadiens pour enrichir la vie des gens. Chaque année depuis 2021, nos clients continuent de nommer notre plateforme numérique Banque EQ (eqbank.ca ) l’une des meilleures banques au Canada dans le classement Forbes des meilleures banques du monde.
Join a Challenger
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca ) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Residential Mortgage Officer is responsible for maintaining and updating mortgage files from the commitment approval stage to the time the loan is funded. This mainly includes the reviewing of files, correspondence with mortgage brokers to request outstanding documents and the adjudication of documents as per FINTRAC, internal AML/ATF guidelines and EQB policies and procedures. The Residential Mortgage Officer also plays an integral role in the mitigation of fraud within the Single Family Residential Department.
Ce poste est une partie essentielle de notre équipe Prêts hypothécaires résidentiels traditionnels. Vous serez responsable de la tenue et de la mise à jour des dossiers hypothécaires de l’étape où l’engagement est émis jusqu’au moment où l’avocat ou le notaire reçoit ses instructions.
The Work ! Le Travail !
On a daily basis, the incumbent will obtain and review required documentation with a strong emphasis on anti-money laundering (AML) and anti-terrorist financing (ATF) requirements, including but not limited to, income, down payment verification and client interviews. The incumbent will ensure that documentation adheres to corporate guidelines and will mitigate any concerns surrounding suspected misrepresentation when required. (35%) On a daily basis, the incumbent will strive to ensure that mortgage files are in compliance with the Company’s established lending policies and procedures as well as ensuring that legal, AML and ATF requirements have been satisfied. (35%) On a daily basis, the incumbent is responsible for time management of their deal flow in order to meet prescribed deadlines. Day-to-day the incumbent will make diligent use of reports to track and manage the flow of all deals funding for their team. (15%) On a daily basis, the incumbent will communicate with internal contacts (underwriters, managers, administrators and mortgage sales staff) and external contacts (mortgage brokers and clients) to ensure transactions are processed in a timely and efficient manner in order to meet tight deadlines. The incumbent will provide the highest level of internal and external customer service while fielding mortgage broker and client inquiries. (10%) On a daily basis, the incumbent will monitor changes to deals and update files as required. The incumbent must send correspondence to the appropriate parties apprising them of changes. The incumbent must also ensure that Quality Assurance requirements and Compliance review queries are dealt with in a timely and accurate manner. (5%) Obtenir la documentation requise et en vérifier l’exactitude et la légitimité en mettant fortement l’accent sur les exigences relatives à la lutte contre le blanchiment d’argent et le financement des activités terroristes. Veiller à ce que les dossiers hypothécaires soient conformes aux politiques et procédures de prêt établies par la Société et les assureurs de prêts hypothécaires, et veiller à ce que les exigences juridiques et de lutte contre le blanchiment d’argent et le financement des activités terroristes soient respectées. Gérer votre flux d’affaires afin de respecter les délais prescrits et faire un usage diligent des rapports pour suivre et gérer le flux de toutes les opérations de financement pour votre équipe. Communiquer avec des contacts internes (souscripteurs, gestionnaires, administrateurs et personnel de vente de prêts hypothécaires) et externes (courtiers hypothécaires, clients et assureurs de prêts hypothécaires) afin de s’assurer que les transactions sont traitées en temps opportun et efficacement dans le but de respecter les niveaux de service convenus tout en offrant un service à la clientèle de qualité supérieure. Surveiller les changements apportés aux opérations et mettre à jour les dossiers au besoin, communiquer avec les parties concernées pour les informer des changements et s’assurer que les exigences relatives à l’assurance de la qualité et les demandes d’examen de la conformité sont traitées en temps opportun et avec exactitude. Aider les autres membres de l’équipe afin de s’assurer que l’équipe respecte les niveaux de service convenus.

Let's Talk About You ! Parlons de Vous !
Completion of a post-secondary degree preferably in a financial field 1-2 years’ mortgage experience in the alternative mortgage market Sound thinker with the ability to multi-task; ability to handle multiple competing priorities Excellent attention to detail Ability to grasp AML & ATF practices Established and meticulous organizational skills Excellent time management, analytical and problem solving skills Ability to make complex decisions under pressure Proven ability to thrive in a constantly changing environment and to perform well in a high volume, high intensity environment Highly developed verbal and written communication skills with the ability to respond in a clear, concise and professional manner Committed to providing superb customer service Proficiency in MS Office (mainly MS Word and Excel) Detailed knowledge of mortgage funding and quality assurance processes Ability to comprehend and assess documentation relating to mortgage down payment and borrower income confirmation Mindful awareness of fraud risk in the mortgage industry and the ability to address concerns relating to suspected misrepresentation when required The incumbent will be required to have knowledge of the English language in order to: service English speaking customers all across Canada as part of their job, liaise with English speaking colleagues and managers who are located outside of Quebec to conduct their job, and utilize essential resources for their job in departments which operate exclusively out of Equitable’s head office in Toronto Solide capacité à réfléchir et à mener plusieurs tâches de front Excellent souci du détail Capacité de suivre les pratiques de lutte contre le blanchiment d’argent et le financement des activités terroristes Connaissance de base des programmes et des exigences de prêt des assureurs de prêts hypothécaires Excellentes compétences en gestion du temps et capacité de travailler sous pression Solides compétences en communication écrite et orale Capacité d’établir des relations à tous les niveaux Fierté à offrir un excellent service à la clientèle Au moins un an d’expérience dans le domaine des prêts hypothécaires, de préférence sur le marché des prêts hypothécaires traditionnels Maîtrise de Microsoft Office (Word et Excel) Diplôme d’études postsecondaires, de préférence dans un domaine financier Connaissance approfondie du financement hypothécaire et du processus d’assurance de la qualité, un atout certain Le titulaire du poste devra avoir une connaissance de la langue anglaise lui permettant de servir des clients anglophones partout au Canada dans le cadre de son travail, d’assurer la liaison avec des collègues et des gestionnaires anglophones qui travaillent hors du Québec, et d’utiliser des ressources essentielles pour son travail au sein de services qui exercent leurs activités exclusivement depuis le siège social de la Banque Équitable à Toronto

Ce que nous offrons (pour les postes permanents à temps plein)
Prime discrétionnaire concurrentielle
✨ Programme de jumelage de REER de premier plan sur le marché

Joignez-vous à la Banque Qui Défie
Être une banque traditionnelle n’est tout simplement pas notre genre. Nous croyons fermement à l’innovation dans l’expérience bancaire parce que nous pensons que les Canadiens méritent de meilleures options. Nous nous mettons au défi, ainsi que nos équipes, de transformer de façon créative tout ce que nous pouvons dans le domaine bancaire. Notre équipe est composée d’esprits curieux et agiles qui trouvent des façons plus intelligentes de faire les choses. Si vous n’avez pas peur de relever de grands défis et de redéfinir l’avenir, votre place est avec nous. Vous travaillerez avec des gens qui vous encourageront à atteindre de nouveaux sommets. Nous aimons travailler dans le plaisir, poser des questions et apprendre ensemble.
Nous sommes une grande famille (qui continue de s’agrandir!). Acteur du marché depuis plus de 50 ans, nous servons plus de 670 000 personnes dans tout le Canada par l’entremise de la Banque Équitable, La Banque Qui Défie du Canada. Concentra Bank, la filiale en propriété exclusive de la Banque Équitable, appuie les coopératives de crédit du Canada qui servent plus de 6 millions de membres. Ensemble, nous avons plus de 125 milliards de dollars d’actifs sous gestion et administration combinés, avec un mandat clair de favoriser le changement dans les services bancaires canadiens pour enrichir la vie des gens. Chaque année depuis 2021, nos clients continuent de nommer notre plateforme numérique Banque EQ (eqbank.ca ) l’une des meilleures banques au Canada dans le classement Forbes des meilleures banques du monde.
Join a Challenger
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca ) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Mortgage Underwriter is responsible for negotiating, recommending, declining, and, in some instances, approving mortgage applications within established guidelines, to be secured by new or existing real estate. This must be done as efficiently as possible while exercising sound lending judgment and without compromising service and profitability.
Le souscripteur hypothécaire est responsable de la négociation, de la recommandation, du refus et, dans certains cas, de l’approbation des demandes de prêt hypothécaire selon les lignes directrices établies. Ces demandes doivent être garanties par des biens immobiliers nouveaux ou existants. Cela doit se faire de la façon la plus efficace possible, tout en faisant preuve d’un bon jugement en matière de prêts et sans compromettre le service et la rentabilité.
The Work ! Le Travail !
On a daily basis, review received mortgage applications along with supporting documentation and negotiate terms with the mortgage broker, decline the applications, recommend the applications for approval and in some instances, approve the applications. Ensure that approved deals close as scheduled and as efficiently as possible by following up on outstanding conditions/documents and ensuring compliance with established guidelines. (50%) Follow up with brokers on a daily basis on issued mortgage commitments to ensure the efficient closing of mortgage files. (20%) On a daily basis provide the highest level of internal and external customer service while fielding mortgage broker inquiries and maintaining broker relationships. (20%) On a daily basis, provide underwriting expertise to mortgage brokers, clients and co-workers and maintain an up to date knowledge of company policies, procedures and products. (10%) Examiner quotidiennement les demandes de prêt hypothécaire reçues ainsi que les documents à l’appui et négocier les modalités avec le courtier hypothécaire, refuser les demandes, recommander l’approbation des demandes et, dans certains cas, les approuver. Veiller à ce que les demandes approuvées soient conclues dans les délais prévus et de la façon la plus efficace possible en assurant le suivi des conditions/documents en suspens et en veillant au respect des lignes directrices établies. (50 %) Faire le suivi quotidien sur les engagements hypothécaires auprès des courtiers émis pour assurer la clôture efficace des dossiers hypothécaires. (20 %) Chaque jour, fournir le plus haut niveau de service à la clientèle interne et externe tout en répondant aux demandes des courtiers hypothécaires et en maintenant des relations avec ceux-ci. (20 %) Chaque jour, fournir une expertise en matière de souscription aux courtiers hypothécaires, aux clients et aux collègues et maintenir à jour ses connaissances des politiques, procédures et produits de l’entreprise. (10 %)

Let's Talk About You ! Parlons De Vous !
Sound thinker with the ability to multi-task Excellent attention to detail Sound knowledge of AML & ATF practices Established and meticulous organizational skills Excellent time management, analytical and problem solving skills Ability to make decisions under pressure Proven ability to thrive in a constantly changing environment and to perform well in a high volume, high intensity environment Highly developed verbal and written communication skills with the ability to respond in a clear, concise and professional manner Displays pride in providing superb customer service 2+ years’ mortgage experience in the alternative mortgage market Proficiency in MS Office (mainly MS Word and Excel) Completion of a post-secondary degree preferably in a financial field Knowledge of fraud risk in the mortgage industry and the ability to address concerns relating to suspected misrepresentation is required The incumbent will be required to have knowledge of the English language in order to: service English speaking customers all across Canada as part of their job, liaise with English speaking colleagues and managers who are located outside of Quebec to conduct their job, and utilize essential resources for their job in departments which operate exclusively out of Equitable’s head office in Toronto Solide capacité à réfléchir et à mener plusieurs tâches de front Excellent souci du détail Solide connaissance des pratiques en matière de lutte contre le blanchiment d’argent (LBC) et le financement d’activités terroristes (FAT) Compétences organisationnelles établies et axées sur la rigueur Excellentes compétences en matière de gestion du temps, d’analyse et de résolution de problèmes Capacité de prendre des décisions sous pression Capacité reconnue de réussir dans un environnement en constante évolution et de travailler efficacement dans un environnement à forte intensité et à volume élevé Excellentes aptitudes pour la communication orale et écrite et capacité à répondre de manière claire, concise et professionnelle Fierté à offrir un excellent service à la clientèle Au moins deux ans d’expérience du marché hypothécaire alternatif Maîtrise de Microsoft Office (Word et Excel) Diplôme d’études postsecondaires, de préférence dans un domaine financier Connaissance du risque de fraude dans le secteur hypothécaire et capacité de répondre aux préoccupations relatives aux fausses déclarations présumées Le titulaire du poste devra avoir une connaissance de la langue anglaise lui permettant de servir des clients anglophones partout au Canada dans le cadre de son travail, d’assurer la liaison avec des collègues et des gestionnaires anglophones qui travaillent hors du Québec, et d’utiliser des ressources essentielles pour son travail au sein de services qui exercent leurs activités exclusivement depuis le siège social de la Banque Équitable à Toronto

Ce que nous offrons (pour les postes permanents à temps plein)
Prime discrétionnaire concurrentielle
✨ Programme de jumelage de REER de premier plan sur le marché

Vous êtes un opérateur expérimenté des systèmes de gestion d’entrepôt (WMS) à la recherche d’un nouveau défi? Vous avez une passion pour l’optimisation de la gestion des stocks et l’amélioration de l’efficacité des entrepôts?

Si oui, nous voulons que vous rejoigniez notre équipe chez DHL Supply Chain situé à St-Jean-sur-Richelieu
!
Un opérateur de système de gestion d’entrepôt (WMS) est responsable des opérations et de la maintenance du système WMS. Vous travaillerez en étroite collaboration avec l’équipe de l’entrepôt pour vous assurer que le système fonctionne bien. Vous êtes un expert systèm
e.
Responsabilités du post e :Être le super utilisateur du WMSEffectue la configuration de base du WMSComprendre la structure et le langage du syst èmeConfiguration du syst èmeEffectue du support aux clie ntsEffectue des proj etsConnaissance du programme Manhattan un at outAnalyser les divergences et contribuer à la conception de procédures visant à réduire/éliminer l'impact sur le si te.Effectue des analyses de faisabilité sur les processus et les équipements ; calcule les coûts/bénéfices, identifie les impacts sur l'entreprise et propose des solutio ns.Créer, exécuter et manipuler des rapports de gestion de site et/ou de clien ts.Élaborer et mettre en œuvre des outils d'analyse permettant d'identifier les domaines dans lesquels il est possible d'améliorer les niveaux de service, de réduire les coûts et d'améliorer les opératio ns,Contribuer à l'élaboration du modèle de coû ts.Comprend l'agencement d'un entrepôt en fonction du modèle de coût et du profil du client et contribue à sa concepti
on.
Votre pro fil Plus de 4 ans d’expérience en transport ou en logist iquePossède une certaine connaissance du langage SQL.Possède une connaissance approfondie de Microsoft Ex cel.Utilise des fonctionnalités avancées (par exemple HLOOKUP, tableaux croisés dynamiques, tablea ux).Enregistre des macros et manipule du code VBAPossède une connaissance pratique des activités d'entre
pôt.

Join a Challenger
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca ) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Work
This opportunity will play a pivotal role within the Financial Planning and Reporting team in one of the fastest growing financial institutions in Canada. The Sr. Manager, Financial Planning & Reporting will use their financial modeling and analytical skills to develop or enhance scheduled and ad hoc models and reports that drive key management decisions.
Strong organization and multi-tasking skills are a must and the individual should be able to work with a high degree of independence and initiative. Although there are 2 direct reports under this role, the Sr. Manager/ AD must also be willing to take a hands-on approach to the role together with a high level of attention to detail.
The individual will be required to have well developed interpersonal and communication skills, due to extensive work with department heads and our leadership team. The ability to effectively gather and document reporting requirements and statements of work is also paramount to the success of the role.
The Core Responsibilities!
This role will specifically support the Personal Lending, Payments and Digital Bank portfolios and be the primary financial lead supporting the Head of Personal Business

Maintenance of Financial Models (25%)
Liaise with Senior Management within various Business Units to collect relevant assumptions which drive Financial Model output Responsible for developing and maintaining financial models that are distributed to Senior and Executive Management on a monthly and quarterly basis Key deliverables include, but are not limited to: Annual Budget Model Quarterly Financial Forecasts Monthly Financial Reports Monthly Accruals and reporting of vendor spend Business Unit NIM Business Unit profitability reporting, ROE and Pricing analysis This role will require the candidate to run and review output from detailed Financial Models Responsible for accuracy of data extraction and interpretation of data from various information sources Employ and review advanced Excel skills such as Pivot Tables, Nestled “IF” Statements, VLOOKUP, OFFSET, SUMIFS, MATCH-INDEX, etc. to build efficient and accurate financial models Review Financial Analyst/s and Grad Rotational Associates’ work relating to Financial Models

Financial Analysis/Ad hoc Reporting (35%)
Reporting requests may require the candidate to collect, consolidate and analyze financial data and key performance metrics derived from various sources Responsible for presenting results and providing analysis and insights to Senior and Executive Management within Business Units on a monthly and quarterly basis; including but not limited to insights and recommendations to drive better results and overall business performance A high degree of flexibility, autonomy and attention to detail, often under tight timeframes Key deliverables includes, but are not limited to: Business Unit specific portfolio reporting Business Unit specific efficiency and KPI reporting Ad-hoc reporting, as required by Senior Management and Executive Management Review Financial Analyst/s and Grad Rotational Associates’ work relating to Financial Analysis and Ad hoc Reporting The candidate may be required to assist in other areas of the Accounting and Finance department and other business units as needs arise

Enhance Financial Analysis and Processes (25%)
The candidate will work closely with the Senior Director, Financial Planning & Reporting to define, scope and implement enhancements to detailed Financial Models, Financial Analysis and Reporting Assess and recommend improvements to the Annual Budget and Quarterly Forecasting Process, involvement in the implementation and use of a new Budgeting/ Forecasting tool Proactively find ways to improve the technical accuracy, validation and organization of Financial Analysis Structure key processes and develop relevant background documentation with a view to enhance efficiencies and manage risk Find opportunities and operationalize changes to reduce redundancy within processes and reporting, automate and streamline to reduce manual effort, time and risk of error in work that the team produces Review Financial Analyst/s and Grad Rotational Associates’ work relating to Enhancements implemented to Financial Analysis Processes

Leadership (15%)
Foster a positive and productive work environment, encouraging open communication and collaboration among team members Resolve conflicts that may arise, addressing issues promptly and fairly Coaching & development – Demonstrate strong performance management skills, effectively setting and communicating expectations, identifying development opportunities, and coaching team members to achieve their full potential Promote diversity, equity, and inclusion and a culture of respect and understanding where diverse perspectives are valued and celebrated Ensure that accountability is a shared the team, empowering members to take responsibility for their work and encouraging open communication about successes and challenges

Let's Talk About You!
Four-year post-secondary degree; Accounting, Finance, Economics, or Business preferred MBA/CPA/CFA designation preferred Minimum 8 years of progressive and relevant work experience Experience overseeing/reviewing junior Team members’ work Knowledgeable of mortgage and personal banking products and features, lines and letters of credit Highly skilled in using MS Office (Excel, Access, PowerPoint and Word) Advanced Microsoft Excel skills, including developing/running macros Ability to work extensively with formulas, numbers and spreadsheets Experience utilizing technology to gather and manipulate data Experience using database query tools (i.e. SQL) is considered an asset Knowledge of financial statements and reporting is required Knowledge of financial modeling concepts is required Possess strong problem-solving and analytical skills Strong attention to detail Strong organizational skills Ability to clearly communicate technical, analytical/quantitative or conceptual information and ideas using language that is appropriate to the target audience Strong two-way communication and leadership skills Ability to handle multiple competing priorities (multi-tasking) Enjoys working in both team and individual environments

What we offer (For full-time permanent roles)
Competitive discretionary bonus
✨ Market leading RRSP match program

Join a Challenger
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca ) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Work
This opportunity will play a pivotal role within the Financial Planning and Reporting team in one of the fastest growing financial institutions in Canada. The Senior Financial Analyst will use his or her financial modeling and analytical skills to develop scheduled and ad hoc reports that drive key management decisions. The candidate must be a quick learner who possesses strong communication, analytical and technical skills.
The Core Responsibilities!
Maintenance of Financial Models (35%) The Senior Financial Analyst will be responsible for developing and maintaining financial models that are distributed to management on a monthly and quarterly basis Key deliverables encompass business unit profit & loss reporting, mortgage renewal & pricing analyses, mortgage continuity reports and budget/forecasts This role will require the candidate to run detailed financial models, liaise with different business units and extract and manipulate data from various information sources The incumbent will employ advanced Excel skills such as Pivot Tables, Nestled “IF” Statements, VLOOKUP, OFFSET, SUMIFS, MATCH-INDEX, etc. to build efficient and accurate financial models Enhance Financial Analyses and Processes (25%) The candidate will work closely with various team members to define, scope and implement enhancements to detailed financial models, including budgeting/forecasting tools The Senior Financial Analyst will help structure key processes and develop relevant background documentation with a view to enhance efficiencies and manage risk This team member will be expected to proactively find ways to improve the technical accuracy, validation and organization of financial models Financial Analysis/Ad hoc Reporting (40%) Perform ad hoc reporting and analysis requests as required with a high degree of flexibility and attention to detail Reporting requests may require the candidate to collect, consolidate and analyze financial data and key performance metrics derived from various sources The candidate may be required to assist in other areas of the Accounting and Finance department and other business units as needs arise

Let's Talk About You!
Four year Degree; Accounting, Finance, Economics, or Business preferred Preference for a CFA/CPA designation completed/in process At least 4 - 5 years of progressive and relevant work experience Demonstrated ability using MS Office (Excel, Access, PowerPoint and Word) Advanced Microsoft Excel skills, including developing/running macros Ability to work extensively with formulas, numbers and spreadsheets Experience utilizing technology to gather and manipulate data Experience using database query tools (i.e. SQL) is considered an asset Knowledge of financial statements and reporting is required Knowledge of financial modeling concepts is required Possess strong problem-solving and analytical skills Strong attention to detail Strong organizational skills Ability to handle multiple competing priorities (multi-tasking) Enjoys working in both team and individual environments

What we offer (For full-time permanent roles)
Competitive discretionary bonus
✨ Market leading RRSP match program

Join a Challenger
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca ) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Work
This opportunity will play a highly visible and crucial role within Finance team to ensure the efficient and effective management of essential financial functions supporting Technology and other business units across the Bank. The Financial Manager will be responsible for tracking project and agile development spend against funding envelopes; recording capitalized expenditures (CAPEX) and operating expenses (OPEX) for Bank wide projects and Agile sprints and releases related to product development within EQB’s Technology department (mainly Digital Bank and Digital Lending). In addition, the Financial Manager will be responsible for Project and Agile spend reporting, and other financial reporting as applicable, to senior management.
This role will work closely with cross-functional teams, including Project Management, Personal Banking Product Management, Technology leaders, Finance, and Accounting to establish and ensure both accurate financial analysis and reporting, as well as compliance with accounting policies and procedures. The Manager will also play a key role in envelope-based forecasting, and portfolio level budgeting for Agile product development initiatives and other Bank wide projects. In addition to traditional processes for project reporting, this role offers an exciting shift to a sprint focused format and as such an understanding of agile and associated mindsets will be a key success factor.
The Core Responsibilities Of The Job:
Agile development spend – Data sourcing, Financial Analysis and Reporting (45%) Work with product owners to review costs and analyze productivity data Provide financial insights, analyzing monthly/ quarterly variances outside accepted thresholds. Manage funding envelopes for quarterly planning cycles with Team or Sprint-Level Tracking. Responsible for the establishment of common understanding with stakeholders re: CAPEX and OPEX of agile initiative costs in accordance with relevant accounting standards. Required to have a solid understanding of the capabilities and features being developed and maintained by technology and other business units so that accurate & knowledgeable delineations can be made on how to treat costs accurately. Preparation of monthly/ quarterly accounting entries to be recorded by Accounting Team Expected to work with product managers and Accounting Team to establish a governing process to capture software lifecycles in order to apply appropriate amortization schedules. Employ and review advanced Excel skills such as Pivot Tables, Nestled “IF” Statements, VLOOKUP, OFFSET, SUMIFS, MATCH-INDEX, etc. to build efficient and accurate financial models Development of Power BI (or other reporting tools) for Agile spend reporting to senior management Other Business Unit Project spend – Data sourcing, Financial Analysis and Reporting (25%) Work with D&P (Delivery & Productivity) Team and other stakeholders across the Bank to facilitate monthly Business unit project spend recording to the general ledger Work with Senior Analyst to ensure most efficient process is in operation Maintain data related to monthly project expenditure (including CAPEX/ OPEX nature of spend) according to accounting and compliance requirements Employ and review advanced Excel skills such as Pivot Tables, Nestled “IF” Statements, VLOOKUP, OFFSET, SUMIFS, MATCH-INDEX, etc. to build efficient and accurate financial models Development of Power BI (or other reporting tools) for Project spend reporting to senior management Budgeting and Forecasting Models (15%): Participate in the preparation of quarterly forecasts/ annual Business Plans/ Budgets for agile product development pods and other business unit projects and initiatives Collaborate with cross-functional teams to understand business process requirements, provide financial guidance, and support decision-making related to budgeting and forecasting. Other Financial Reporting (15%) Other standard financial reporting involvement on a monthly/ quarterly basis

Let's Talk About You!
Four-year post-secondary degree; Accounting, Finance, Economics, or Business preferred CFA/CPA designation completed Proven experience (minimum 7 years) in project accounting, preferably with exposure to an Agile product development environment Demonstrated ability using MS Office (Excel, Access, PowerPoint and Word) Advanced Microsoft Excel skills, including developing/running macros Ability to work extensively with formulas, numbers and spreadsheets Experience utilizing technology to gather and manipulate data Experience using database query tools (i.e. SQL) is considered an asset Knowledge of financial statements and reporting is required Knowledge of financial modeling concepts is required Possess strong problem-solving and analytical skills Strong attention to detail Strong organizational skills Ability to clearly communicate technical, analytical/quantitative or conceptual information and ideas using language that is appropriate to the target audience Strong two-way communication and leadership skills Ability to handle multiple competing priorities (multi-tasking) Enjoys working in both team and individual environments

What we offer (For full-time permanent roles)
Competitive discretionary bonus
✨ Market leading RRSP match program

Our client in the logistics industry is looking for a fulltime/perm End User Support technician. Focus will be on Tier 1 and 2 IT support and handheld devices.
Location: Hyrbid – Etobicoke office
Responsibilities: Provide first-line investigation and diagnosis for all IT incidents. Log all incidents/service requests into the incident management system. Manage configuration, support and troubleshooting of handheld devices used in warehouses Keep users informed of progress and resolution status. Maintain an accurate inventory of all hardware, software resources, and parts. Provide basic training and demos for staff as needed. Create and maintain support documentation for end users. Configure and install PCs, label printers, and cabling. Set up, configure, and deploy desktop, laptop, and tablet computers along with associated peripherals/IT equipment. Support and troubleshoot software and applications, including Windows 10 and the Office Suite. Work with various vendors to support and maintain their systems within the plant environment. Deploy and troubleshoot wired and wireless networks, including installing cabling and performing basic network troubleshooting. Perform tasks such as creating computer accounts and resetting user passwords. Adhere to all relevant departmental policies, processes, standard operating procedures, and instructions to ensure controlled and consistent work practices.
Requirements: 2+ years of experience supporting IT equipment including PCs (hardware and software), printers, scanners, handheld devices, and vendor-specific equipment. Hands-on experience with troubleshooting general electronics and IT systems. A+ IT Technician certification. Microsoft Certification (e.g., MCSA) is desirable.

Join a Challenger
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca ) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.
The Work
As part of a growing and dynamic Commercial team, the Commercial Mortgage Analyst will assist the Commercial Portfolio Management team with the management and oversight of the Commercial Finance Group (CFG) portfolio. The Commercial Mortgage Analyst will assist Senior/Account Managers with the day-to-day management of their respective commercial mortgage portfolios, which are comprised of both conventional and construction mortgages.
The Commercial Mortgage Analyst is responsible for successfully managing the construction sub-advance pipeline while meeting compliance and control requirements, to achieve service goals and department-level targets.
Additional credit-related and administrative duties are also required such as assisting Senior/Account Managers with the completion of construction, annual reviews, ad hoc requests, extension memorandums, reporting and pipeline management, as well as networking with external business partners, along with various staff, within the Commercial department and other internal departments.
The core parts of your role would be to:
On a daily basis, the incumbent will support the Commercial Portfolio Management team with the ongoing management of active loans. Specifically, time will be spent on the review and analysis of construction sub-advance requests (60%) On a daily basis, the incumbent will support Account Managers and/or Sr. Account Managers with the preparation of annual reviews, extension memorandums, and ad hoc requests quickly, efficiently, and accurately, often with limited and/or incomplete information. The incumbent must be able to manage multiple competing priorities in order to achieve aggressive timelines. (30%) On a daily basis, the incumbent will be responsible for maintaining the currency of all renewal/annual review/sub-advance pipeline reports. The incumbent will be responsible for the preparation of specific departmental management reports that will be relied upon by Management (10%)

Let's Talk About You!
Post-secondary education (diploma/degree) preferred, preferably in business or finance 3+ years’ experience in the financial services industry, preferably experience working in commercial banking or commercial mortgage lending Demonstrated service excellence within their field Strong working knowledge of MS Office (primarily Word and Excel) Effective analytical and problem-solving skills Strong business sense combined with sound technical knowledge of secured lending and factors affecting the commercial mortgage market Established organizational skills Ability to handle multiple competing priorities Good time management skills Excellent communication skills, both oral and written

Job Complexities / Thinking Challenges:
The position requires the incumbent to be a self-starter. Commercial mortgage applications can be complex in nature, requiring creative and innovative thinking and proactive problem-solving. The incumbent must also have the ability to work independently with minimal supervision to properly identify and mitigate risks associated with individual transactions while balancing the needs of the client. The incumbent is required to follow corporate policies, procedures, and regulatory requirements in order to work through files and rationalize the recommendations or decisions made. In some cases, viability is assessed with limited access to information or documentation

What we offer (For full-time permanent roles)
Competitive discretionary bonus
✨ Market leading RRSP match program

The Work:
The primary purpose of this position is to support the Sr. Trust Advisor(s) in administering estate or trust files and is responsible for the day-to day administrative functions of Estate and Trust client files.
The Core Responsibilities Of The Job:
Ensure that the estate/trust are administered according to the Will/Trust Deed, appropriate legislation and posted service standards for accuracy and timelines. Identify and diarize all crucial dates, deadlines, and follow-up, including income tax, bill payments, home insurance and is completed to meet Legislative timelines and Service Standards Initiating and completing redemption and transfer of assets as required Monitoring, preparing appropriate documentation for distributions and paying all regular disbursement requests according to delegation of authority limits Compiling and remitting documentation to the Trust Associate for preparation of income tax returns Keeping detailed documentation of all correspondence and organizing according to file standard Mitigating risk by assessing, investigating, and offering recommendations to Sr. Trust Advisor for file specific situations Act as a client relationship manager with financial institutions, realtors, accountants, government agencies, law firms, credit union representatives, and other external parties pertaining to file specific requirements Communicating with legal counsel on all necessary tasks such as probate applications, land titles/transfer of land and Court Passings Complete the appropriate fee calculation on all accounts according to the applicable fee schedule Verifying and settling keying transactions for peers Prepare appropriate documentation for discretionary item reviews and distributions request Informing Sr. Trust Advisor of risks or concerns during file administration Identifying and bringing forward recommendations to change procedures for increased efficiency, accuracy, and minimization of associated risks Identifying and reporting problems with trust system Initiating changes and updates to forms and manuals as required Identifying all assets and liabilities by reviewing tax returns, obtained paperwork and bank statements Maintain Client Data base with accurate information regarding all clients (Ex. Innotrust, Data sources) Work with auditors (internal and external) to facilitate the required examination of customer accounts omplete Canada Revenue Agency Forms, Financial Institution investment documentation Prepare and send out correspondence to beneficiaries and principals on accounts as directed by Sr. Trust Advisor and service standards. Reconcile third party investment statements to internal records. Prepare and audit reports to ensure transactions meet trust accounting principles, court format, and tax reporting requirements, as required

Let's Talk About You!
1-2 years post-secondary education in business administration of related field. Two (2) years in trust or financial services industry with experience in administrative capacity Enrolment in the first course of the Certificate program through STEP Basic knowledge of current trust law and legislative requirements in all common law provinces Innovest system knowledge Excellent Microsoft office skills Excellent analytical and problem solvingskills Comprehensive written and oral communication skills Ability to communicate with professionals at all levels Concern for Order, Quality and Compliance Listening, Understanding & Responding Results Orientation Teamwork & Co-operation

The Work:
The primary purpose of this position is to support the Sr. Trust Advisor(s) in administering estate or trust files and is responsible for the day-to day administrative functions of Estate and Trust client files.
The Core Responsibilities Of The Job:
Ensure that the estate/trust are administered according to the Will/Trust Deed, appropriate legislation and posted service standards for accuracy and timelines. Identify and diarize all crucial dates, deadlines, and follow-up, including income tax, bill payments, home insurance and is completed to meet Legislative timelines and Service Standards Initiating and completing redemption and transfer of assets as required Monitoring, preparing appropriate documentation for distributions and paying all regular disbursement requests according to delegation of authority limits Compiling and remitting documentation to the Trust Associate for preparation of income tax returns Keeping detailed documentation of all correspondence and organizing according to file standard Mitigating risk by assessing, investigating, and offering recommendations to Sr. Trust Advisor for file specific situations Act as a client relationship manager with financial institutions, realtors, accountants, government agencies, law firms, credit union representatives, and other external parties pertaining to file specific requirements Communicating with legal counsel on all necessary tasks such as probate applications, land titles/transfer of land and Court Passings Complete the appropriate fee calculation on all accounts according to the applicable fee schedule Verifying and settling keying transactions for peers Prepare appropriate documentation for discretionary item reviews and distributions request Informing Sr. Trust Advisor of risks or concerns during file administration Identifying and bringing forward recommendations to change procedures for increased efficiency, accuracy, and minimization of associated risks Identifying and reporting problems with trust system Initiating changes and updates to forms and manuals as required Identifying all assets and liabilities by reviewing tax returns, obtained paperwork and bank statements Maintain Client Data base with accurate information regarding all clients (Ex. Innotrust, Data sources) Work with auditors (internal and external) to facilitate the required examination of customer accounts omplete Canada Revenue Agency Forms, Financial Institution investment documentation Prepare and send out correspondence to beneficiaries and principals on accounts as directed by Sr. Trust Advisor and service standards. Reconcile third party investment statements to internal records. Prepare and audit reports to ensure transactions meet trust accounting principles, court format, and tax reporting requirements, as required

Let's Talk About You!
1-2 years post-secondary education in business administration of related field. Two (2) years in trust or financial services industry with experience in administrative capacity Enrolment in the first course of the Certificate program through STEP Basic knowledge of current trust law and legislative requirements in all common law provinces Innovest system knowledge Excellent Microsoft office skills Excellent analytical and problem solvingskills Comprehensive written and oral communication skills Ability to communicate with professionals at all levels Concern for Order, Quality and Compliance Listening, Understanding & Responding Results Orientation Teamwork & Co-operation

The Work:
The primary purpose of this position is to support the Sr. Trust Advisor(s) in administering estate or trust files and is responsible for the day-to day administrative functions of Estate and Trust client files.
The Core Responsibilities Of The Job:
Ensure that the estate/trust are administered according to the Will/Trust Deed, appropriate legislation and posted service standards for accuracy and timelines. Identify and diarize all crucial dates, deadlines, and follow-up, including income tax, bill payments, home insurance and is completed to meet Legislative timelines and Service Standards Initiating and completing redemption and transfer of assets as required Monitoring, preparing appropriate documentation for distributions and paying all regular disbursement requests according to delegation of authority limits Compiling and remitting documentation to the Trust Associate for preparation of income tax returns Keeping detailed documentation of all correspondence and organizing according to file standard Mitigating risk by assessing, investigating, and offering recommendations to Sr. Trust Advisor for file specific situations Act as a client relationship manager with financial institutions, realtors, accountants, government agencies, law firms, credit union representatives, and other external parties pertaining to file specific requirements Communicating with legal counsel on all necessary tasks such as probate applications, land titles/transfer of land and Court Passings Complete the appropriate fee calculation on all accounts according to the applicable fee schedule Verifying and settling keying transactions for peers Prepare appropriate documentation for discretionary item reviews and distributions request Informing Sr. Trust Advisor of risks or concerns during file administration Identifying and bringing forward recommendations to change procedures for increased efficiency, accuracy, and minimization of associated risks Identifying and reporting problems with trust system Initiating changes and updates to forms and manuals as required Identifying all assets and liabilities by reviewing tax returns, obtained paperwork and bank statements Maintain Client Data base with accurate information regarding all clients (Ex. Innotrust, Data sources) Work with auditors (internal and external) to facilitate the required examination of customer accounts omplete Canada Revenue Agency Forms, Financial Institution investment documentation Prepare and send out correspondence to beneficiaries and principals on accounts as directed by Sr. Trust Advisor and service standards. Reconcile third party investment statements to internal records. Prepare and audit reports to ensure transactions meet trust accounting principles, court format, and tax reporting requirements, as required

Let's Talk About You!
1-2 years post-secondary education in business administration of related field. Two (2) years in trust or financial services industry with experience in administrative capacity Enrolment in the first course of the Certificate program through STEP Basic knowledge of current trust law and legislative requirements in all common law provinces Innovest system knowledge Excellent Microsoft office skills Excellent analytical and problem solvingskills Comprehensive written and oral communication skills Ability to communicate with professionals at all levels Concern for Order, Quality and Compliance Listening, Understanding & Responding Results Orientation Teamwork & Co-operation

The Work:
The primary purpose of this position is to support the Sr. Trust Advisor(s) in administering estate or trust files and is responsible for the day-to day administrative functions of Estate and Trust client files.
The Core Responsibilities Of The Job:
Ensure that the estate/trust are administered according to the Will/Trust Deed, appropriate legislation and posted service standards for accuracy and timelines. Identify and diarize all crucial dates, deadlines, and follow-up, including income tax, bill payments, home insurance and is completed to meet Legislative timelines and Service Standards Initiating and completing redemption and transfer of assets as required Monitoring, preparing appropriate documentation for distributions and paying all regular disbursement requests according to delegation of authority limits Compiling and remitting documentation to the Trust Associate for preparation of income tax returns Keeping detailed documentation of all correspondence and organizing according to file standard Mitigating risk by assessing, investigating, and offering recommendations to Sr. Trust Advisor for file specific situations Act as a client relationship manager with financial institutions, realtors, accountants, government agencies, law firms, credit union representatives, and other external parties pertaining to file specific requirements Communicating with legal counsel on all necessary tasks such as probate applications, land titles/transfer of land and Court Passings Complete the appropriate fee calculation on all accounts according to the applicable fee schedule Verifying and settling keying transactions for peers Prepare appropriate documentation for discretionary item reviews and distributions request Informing Sr. Trust Advisor of risks or concerns during file administration Identifying and bringing forward recommendations to change procedures for increased efficiency, accuracy, and minimization of associated risks Identifying and reporting problems with trust system Initiating changes and updates to forms and manuals as required Identifying all assets and liabilities by reviewing tax returns, obtained paperwork and bank statements Maintain Client Data base with accurate information regarding all clients (Ex. Innotrust, Data sources) Work with auditors (internal and external) to facilitate the required examination of customer accounts omplete Canada Revenue Agency Forms, Financial Institution investment documentation Prepare and send out correspondence to beneficiaries and principals on accounts as directed by Sr. Trust Advisor and service standards. Reconcile third party investment statements to internal records. Prepare and audit reports to ensure transactions meet trust accounting principles, court format, and tax reporting requirements, as required

Let's Talk About You!
1-2 years post-secondary education in business administration of related field. Two (2) years in trust or financial services industry with experience in administrative capacity Enrolment in the first course of the Certificate program through STEP Basic knowledge of current trust law and legislative requirements in all common law provinces Innovest system knowledge Excellent Microsoft office skills Excellent analytical and problem solvingskills Comprehensive written and oral communication skills Ability to communicate with professionals at all levels Concern for Order, Quality and Compliance Listening, Understanding & Responding Results Orientation Teamwork & Co-operation