Provide administrative and operational support to Relationship Managers and District Directors in a District/Regional Office setting, managing client documentation, credit applications, and day‑to‑day office operations.
Locations (5)
Calgary, Alberta, Canada
Vancouver, British Columbia, Canada
Halifax, Nova Scotia, Canada
Ottawa, Ontario, Canada
Toronto, Ontario, Canada
Responsibilities
Support Relationship Managers on new and existing deals
Contribute to completion of credit applications and related documentation
Gather and verify client documentation and authorizations
Analyze financial statements to identify trends
Conduct due diligence research
Requirements
Post‑secondary program with a focus on commerce, economics, finance and/or accounting
Nice to have: Good knowledge of the Canadian Commercial Banking marketplace
Nice to have: Basic knowledge of the Canadian Commercial Banking marketplace
Underwrite and manage credit limits for Relay's largest customers, build AI-assisted monitoring, and collaborate with sales and revenue teams to maintain a healthy portfolio.
Compensation
The annual salary range for this role is $72,900 CAD to $89,100 CAD.
Responsibilities
Underwrite our largest customers by hand. Spread income statements and balance sheets and set limits after manually reviewing the business and financial risk of those entities.
Watch the portfolio without watching every account. Build AI-assisted monitoring for financial and qualitative risk signals.
Build pre-approval lists for sales. Review existing Relay customers who don't yet have a card, and work with the Sales team on a cross-sell motion.
Partner closely with revenue. Explain credit decisions in plain language, work through requests for larger limits, and join customer conversations when we need their financials.
Keep credit policy current with our funding partner. Make sure what we approve stays within the policy our partner will fund, and update that policy as the portfolio grows.
Actively manage financial risks, make well-founded credit decisions, and work closely with Sales and external partners within the Credit Management team.
Responsibilities
Assess and monitor creditworthiness of prospects and existing customers
Handle legal cases within the DKV organization using CAM / CAM Reversy, SAP, and BW
Perform credit checks and make decisions on credit and customer limits
Analyze customer exposures to identify credit and default risks
Monitor payment agreements, deadlines, and due dates
Requirements
Commercial vocational training with relevant further qualifications
The Assistant Distribution Manager is responsible for establishing and maintaining a smooth operation of the Distribution/Warehousing Department and helps provide 24-hour coverage, overseeing planning, controlling, and directing all order selecting, shipping, receiving, and general warehouse activities.
Responsibilities
Oversee training and scheduling for certain warehouse shifts
Minimize mistakes and waste in the warehouse operation by constant coordination and supervision
Conform to sanitation rules and regulations set forth by the Company and outside agencies (OSHA)
Ensure manpower needs for certain warehouse shifts are met and safeguard against negligent retention of substandard workers
Assists with the creation and implementation of procedures to receive/send, unload/load, sort, and store all incoming and outgoing freight accurately and efficiently
The Sales Manager is responsible for group room markets for the Corporate, SMERF and Association market segment. The Sales Manager sells to individual accounts and groups in accordance with the objectives established in the marketing plan.
Responsibilities
Builds client base through outside sales calls, sales blitzes, cold calling, prospecting, direct mail, networking and referrals.
Conducts site tours, represents the hotel at trade shows and business events, focusing on all markets local and national.
Identifies gap periods (30/60/90 days & beyond), recommends targeted sales & marketing plans to fill, and communicates effectively to ensure proper execution of plan.
Generates maximum revenue in the rooms and catering departments through achievement of specific revenue booking goals in support of the hotel’s established strategies.
Analyzes the hotel's demand segments and sources of business for each to maximize revenues and profit.
Responsible for originating high-quality mortgage loans and promoting credit union membership, rotating between branch locations and the administrative office.
Responsibilities
Develop and maintain strong referral relationships with real estate agents, homebuilders, financial planners, attorneys, accountants, and other professionals to generate mortgage loan opportunities and grow credit union membership.
Attend local networking events, open houses, homebuyer seminars, and community functions to promote the credit union’s mortgage services.
Interview applicants to understand their financial needs and goals and recommend appropriate mortgage products.
Analyze credit reports, income documentation, and financial statements to assess creditworthiness and structure loans responsibly.
Prepare and submit complete and accurate loan applications, ensuring compliance with secondary market guidelines, mortgage insurance requirements, and internal credit union policies.
This role covers both investor relations and corporate communications for Perella Weinberg, supporting engagement with the investment community and executing internal/external communications.
Compensation
The annualized base salary for this position is $100,000 - $140,000
Responsibilities
Support the quarterly earnings cycle – drafting and coordinating with the finance team on the earnings release, preparing supporting materials, assembling the analyst and investor Q&A, preparing the earnings script, investor presentation, cheat sheet and peer flashes.
Maintain the investor relations website and ensure filings, releases, presentations and governance materials are posted accurately and promptly.
Own the investor data and surveillance workstreams: sell-side research, consensus estimates and research model comparison, peer disclosure practice, peer surveillance and metrics, shareholder register and 13F movements, Dealogic tracking, and market data analysis versus Perella Weinberg performance. Prepare summaries and stock updates for leadership.
Help prepare materials for investor meetings, conferences and non-deal road shows and join the meetings virtually and in-person, where appropriate.
Produce board reporting on investor sentiment, register movements and market performance; manage the firm's investor relations vendors and platforms, and support acquisition-related investor materials.
Lead preparation and delivery of financial, clinical and business analysis, project management, and consulting services for the healthcare system and affiliates.
Responsibilities
Prepare and deliver financial, clinical and business analysis
Oversee and develop operating plans and financial solutions
Work closely with corporate and hospital teams to develop and package financial and clinical products
Support the Corporate Director of Strategic Finance in annual operating and capital budget development
Serve as a key liaison between hospital operations and Strategic Finance
Requirements
Bachelor's degree in Finance, Accounting or related field
Masters degree, CPA/CMA and background in healthcare consulting or financial analysis is strongly desired
Lead project workstreams, deliver client deliverables, and manage project teams within the Corporate Finance practice focusing on Power, Renewables & Energy Transition.
Responsibilities
Lead project workstreams and deliver client deliverables
Manage project teams and individual work streams
Develop project approaches and resolve issues
Communicate progress to senior project team members
Requirements
Bachelor’s degree in Economics, Finance, Accounting, or any related business field
Nice to have: effective oral and written communication
Manage and grow relationships with small-to-medium-sized businesses, providing full-service business banking solutions including lending, deposit, and non-credit products.
Compensation
$111,440.00 - $183,082.25
Responsibilities
Actively identify and pursue new business opportunities through self-generated referrals and an established network of CPAs, attorneys, business brokers, and commercial real estate professionals.
Conduct client and prospect meetings to assess their financial needs, challenges, and opportunities, tailoring banking solutions to meet their goals.
Prospect new business relationships and cross sell Bank solutions and services.
Perform comprehensive financial analysis, including review of financial statements, credit reports, and cash flow projections, to determine creditworthiness.
Develop and recommend loan structures, repayment schedules, and collateral requirements in alignment with client needs and the bank’s credit policies.
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