Top Tech Jobs & Startup Jobs in Calgary

Processes deposits, withdrawals, bill payments, and other financial transactions accurately while following regulations and bank procedures. Assesses customer needs, recommends appropriate banking solutions, resolves concerns, promotes products, and escalates non-standard issues. The role also supports team effectiveness, maintains accurate business processes, contributes to operational improvements, and delivers courteous, personalized customer experiences in a branch environment.

Processes customer financial transactions, resolves concerns, assesses customer needs, and recommends appropriate banking products and solutions. The role promotes banking services, meets business objectives, maintains accuracy and confidentiality, follows regulatory procedures, and contributes to a positive branch environment. It also requires effective communication, administrative organization, teamwork, and participation in ongoing development and operational improvement.

Counsel II manages insurance legal matters, represents clients in litigation, conducts trials, drafts legal documents, and stays updated on law developments.

Provides comprehensive financial planning and investment advice to mass-affluent clients. Builds long-term relationships, identifies financial goals, develops tailored solutions, and supports business development through networking and high-value sales. Conducts analysis, monitors service effectiveness, manages risk, contributes to team objectives, and mentors colleagues. Requires financial services experience, CIRO registration, and pursuit of the CFP designation.

Provides comprehensive financial planning, investment advice, relationship management, and business development for mass-affluent clients. The role involves identifying financial goals, delivering tailored investment solutions, analyzing client and program results, recommending improvements, managing risk, strengthening client relationships, and contributing to team objectives. Candidates should have financial services experience, strong communication and problem-solving skills, sales and networking abilities, and knowledge of financial markets and regulations. CIRO registration and CFP designation are required within specified timeframes.

Manages and grows a commercial banking portfolio by acquiring new business, strengthening customer relationships, structuring credit and cash-management solutions, conducting financial and risk analysis, and meeting profitability targets. Oversees account monitoring, credit renewals, regulatory compliance, referrals, and operational risk. Builds market expertise, develops internal and external partnerships, supports complex transactions, mentors colleagues, and delivers a strong customer experience with minimal supervision.

Underwrite and structure credit for assigned portfolios by assessing customer creditworthiness and risk. Prepare credit packages, complete annual reviews, manage draw requests, monitor credit facilities, and ensure compliance with internal policies and regulatory requirements. Support relationship managers with customer service, cross-selling, referrals, risk escalation, and process improvements. Build market and industry knowledge, manage stakeholder relationships, and contribute expertise, mentorship, and team development.

Participate in a 24-month insurance rotational program across General Insurance and Life & Health departments. Complete projects and assignments involving risk and governance, change and transformation, strategy, execution, financial results, and product knowledge. Build business, analytical, collaboration, communication, and customer service skills while networking with leaders and supporting business outcomes.

Support lead Investment Advisor(s) by managing client relationships, delivering investment advice across product types, producing financial plans, assisting business development, overseeing projects, mentoring support staff, ensuring risk and policy compliance, and driving service quality and continuous improvement for high-net-worth clients.

The Mobile Mortgage Specialist role focuses on business development by building customer relationships, managing sales initiatives, and providing mortgage services. It involves generating referrals, implementing sales training, and utilizing CRM tools for success.