Financial Services Associate

1 week ago

Toronto, Ontario, Canada Exchange Bank of Canada Full time

Overview

Exchange Bank of Canada is a Schedule 1 bank headquartered in Toronto, Canada. The bank provides a wide range of foreign currency exchange and international payment services to financial institutions and corporations.

We are seeking an Operations Associate to join our Operations Team in Toronto, ON. As a specialist in wholesale foreign exchange services, the successful candidate will be responsible for providing exceptional customer support to our clients via phone/email.

Key Responsibilities:

  • Banknote Trades: Book banknote trades for customers via phone, email or in person including rates on all currencies, availability of currencies and denominations, communicating pickups / delivery timeframes, quoting rates to customers through updated rates using Company Software, verifying currency / denomination availability before closing trade, contacting customers as required and notifying them of changes pertaining to their order.
  • Customer Service: Ensure high quality of service for all customers, handle all trading related situations professionally, understand each unique customer relationship, reset client passwords, logins and/or forwarding clients to the relevant department as per their respective needs, edit and update customer information, monitor incoming inventory and non-inventory orders and processing such orders in timely manner.
  • Shipping: Understand couriers used to deliver packages to specific clients and restrictions for types of couriers, create and verify shipping labels on all orders, contact couriers to arrange pick ups, contact couriers for shipment eta's, collaborate with logistics providers to arrange and oversee shipments ensuring compliance with customs and cross-border regulations for international orders.
  • Inventory: Aid in the daily international cash operations, including processing banknote transactions, support the timely and accurate settlement of international cash transactions, assist in maintaining the daily inventory of banknotes, ensuring levels meet operational needs as defined in the SLA.

Required Education and Experience:

  • Holds or is obtaining a related degree.
  • 1 year of related experience.
  • Spanish-speaking preferred, ability to communicate effectively with Spanish-speaking customers.

Estimated Salary: $55,000-$65,000 per year.

Benefits:

  • Commuter Reimbursement.
  • Holiday Pay.
  • Paid Vacation Time Off.
  • Paid Sick/Personal Time Off.
  • Health/Dental/Vision Basic Life, AD/D, and Short/Long-Term Disability.
  • RRSP - Company matches up to 5%.

  • Financial Services Coordinator

    4 weeks ago

    Toronto, Ontario, Canada ORION Financial Services Full time

    Job DescriptionWe are seeking a highly skilled Financial Services Coordinator to join our team at ORION Financial Services. This is a permanent position with an estimated salary of $55,000 per year.

  • Financial Operations Associate

    2 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    About CI FinancialAt CI Financial, we're committed to creating a workplace where everyone has a voice and feels empowered to take ownership of meaningful work. We believe in fostering an environment that encourages growth, innovation, and collaboration.Job OverviewWe're currently seeking a highly skilled Financial Operations Associate - Fee Processing...

  • Senior Financial Counsel

    2 weeks ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    About Momentum Financial Services GroupMomentum Financial Services Group is a leading provider of financial services in North America. For decades, we've been committed to delivering innovative solutions that meet the evolving needs of consumers and business owners.Job OverviewWe are seeking an exceptional Associate General Counsel to join our team. This...

  • IT Compliance Manager

    4 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    Enhance your career in IT compliance with a leading financial services firm.We are seeking an experienced IT Compliance Manager to join our team at CI Financial. This is an exciting opportunity to work on a wide range of projects, from developing and testing internal controls to ensuring the accuracy of financial reports.About the Role:Develop and implement...

  • Financial Services Associate

    4 weeks ago

    Toronto, Ontario, Canada United Exchange Full time

    Job DescriptionWe are seeking a highly skilled Financial Services Associate to join our team at United Exchange. This is a permanent position with 30-40 hours of work per week.The ideal candidate will have 2 years of experience in a customer-facing role, preferably in banking or finance. A college education is also required.Key ResponsibilitiesBalancing...

  • Financial Services Associate

    1 month ago

    Toronto, Ontario, Canada Barclays Full time

    Job Summary:As a Financial Services Associate at Barclays, you will play a key role in advising clients on a wide range of strategic transactions. Your responsibilities will include conducting industry research, analyzing key trends and opportunities, and developing financial models and valuations. You will also have the opportunity to work closely with...

  • Financial Services Business Development Manager

    2 weeks ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    About Momentum Financial Services GroupMomentum Financial Services Group is a leading provider of financial services in North America, serving 2 million people annually with diverse and innovative financial products.

  • Financial Services Project Manager

    5 days ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Momentum Financial Services Group is a leading provider of financial solutions in North America. As a Senior Business Analyst, you will play a key role in delivering IT projects that meet the evolving needs of consumers and business owners.Job SummaryWe are seeking an experienced Senior Business Analyst to join our team. The successful candidate will have a...

  • Financial Services Operations Director

    2 weeks ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    About Momentum Financial Services Group">Momentum Financial Services Group is a leading provider of financial services in North America, committed to delivering innovative solutions that meet the evolving needs of consumers and business owners.">Competitive Salary Range">We offer an attractive salary range of $110,000 - $140,000 per annum, commensurate with...

  • Financial Services Operations Coordinator

    4 weeks ago

    Toronto, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time

    **About Us**DUCA Financial Services Credit Union Ltd. is a vibrant and exciting financial institution that lives its 'profits with a purpose' philosophy in every financial transaction, product, interest rate, and community initiative it offers.We are a leading credit union in Canada, founded in 1954, with 19 branches across Southern Ontario and over 85,000...

  • Financial Services Assistant Professional

    4 weeks ago

    Toronto, Ontario, Canada Jaiswal Financial Services Inc Full time

    Job OverviewJaiswal Financial Services Inc is seeking a highly organized and detail-oriented Administrative Assistant to join our team. This role involves providing administrative support, managing budgets, and ensuring seamless day-to-day operations.About the RoleThis permanent position offers a competitive salary of $45,000 - $60,000 per year, depending on...

  • Financial Services Treasury Analyst

    2 weeks ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Job Description:Momentum Financial Services Group is a leading provider of financial services in North America, serving 2 million people annually with diverse and innovative products such as loans, cheque cashing, money transfer, and prepaid cards.We are seeking an experienced Cash Analyst to join our team. As a key member of our Treasury team, you will be...

  • Financial Services Risk Management Strategist

    2 weeks ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Job OverviewMomentum Financial Services Group is a leading provider of financial services in North America, serving 2 million people annually with diverse and innovative financial products such as loans, cheque cashing, money transfer, and prepaid cards.Estimated Salary: $80,000 - $120,000 per yearKey ResponsibilitiesDevelop quantitative solutions for...

  • Automation Engineer for Financial Services

    2 weeks ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Momentum Financial Services Group is a leading provider of financial services in North America. We are seeking a highly skilled Test Automation Engineer to join our team.As a Test Automation Engineer, you will be responsible for designing and writing test automation scripts to ensure the quality and reliability of our applications. You will work closely with...

  • Financial Operations Processing Specialist

    2 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    Job OverviewWe are seeking a detail-oriented and organized Fee Management Associate to support the day-to-day operations of our financial processing team. This role involves managing and processing financial transactions, specifically focusing on fees and associated charges.This position requires strong communication skills to collaborate with internal teams...

  • Financial Services Professional

    4 weeks ago

    Toronto, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time

    About DUCADUCA Financial Services Credit Union Ltd. is a vibrant, dynamic credit union that operates with a unique 'profits with a purpose' philosophy. Founded in 1954, we have grown from a single branch credit union to 19 branches across Southern Ontario, serving over 85,000 members. Our mission is to help people, businesses, and communities achieve their...

  • Financial Security Consultant

    4 weeks ago

    Toronto, Ontario, Canada Neilson Financial Services Full time

    Life Insurance Sales Advisor OpportunityWe are currently seeking a highly skilled and driven Full-Time Life Insurance Sales Advisor to join our growing Canadian team. As a key member of our team, you will play a pivotal role in helping individuals and families make informed decisions about their financial security.About the Role:You will leverage our product...

  • Financial Services Marketing Strategist

    5 days ago

    Toronto, Ontario, Canada Momentum Financial Services Group Full time

    Job DescriptionMomentum Financial Services Group is a leading provider of financial services in North America, committed to delivering innovative solutions to meet the evolving needs of consumers and business owners.About the RoleWe are seeking an experienced Senior Marketing Manager to lead the development and execution of comprehensive marketing strategies...

  • Strategic Contact Center Director

    4 weeks ago

    Toronto, Ontario, Canada Momentum Financial Services Group_new Full time

    Momentum Financial Services Group_new is seeking an experienced Strategic Contact Center Director to lead our operations and drive business results. With over 15 years of proven track record in managing in-house and outsourced contact centers, this role requires a visionary leader who can develop and execute strategic plans to enhance customer satisfaction,...

  • Customer Service Manager

    4 weeks ago

    Toronto, Ontario, Canada DUCA Financial Services Credit Union Ltd. Full time

    Job DescriptionDUCA Financial Services Credit Union Ltd.We are seeking a skilled Customer Service Manager to join our team at DUCA Financial Services Credit Union Ltd. As a Senior Member Service Representative, you will provide exceptional customer service and support to our members.Job Summary:To deliver outstanding customer service and support to our...