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Added 11 mins ago
C
Caseworker, Patient Support & Services
Cencora
Oakville, ON · Quebec, QC · CAN > ON > Oakville > Superior Crt
- Full-time
Added 11 mins ago
WM
Sales Associate Full Time - Chinook Centre
Wow! Mobile Boutique
Calgary, AB
- Full-time
Consistently network, creating and maintaining a list of prospective clients using our CRM tool
Added 11 mins ago
CM
Business Development Presentative
Canada Masq Corporation
ON · Ontario, Canada
- Full-time
- Log all activity, contacts, and opportunity stages in the CRM or tracking spreadsheet and keep pipeline data current
Added 11 mins ago
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Operations Analyst
Trooh
Toronto, ON
- $65,000 to $75,000 CAD / year
- Full-time
Familiarity with CRM or ticketing systems (e.g., HubSpot) and basic database concepts
Added 11 mins ago
Y
Sales Development Representative (SDR) - Lead Generation (B2B)
YuJa
Toronto, ON · North York, ON
- $60,000 to $70,000 CAD / year
- Full-time
Use Salesforce CRM to maintain accurate account details and contact information
Added 11 mins ago
CO
Systems Analyst
City of North Vancouver
North Vancouver, BC
- Full-time
…Visual Studio, VBA, C#, .NET, React, and configuring ERP and CRM applications. The ability to understand and construct ER diagrams, assess system and integration feasibility, and work with…
Added 26 mins ago
Summer 2027 Internship - Junior Developer
CMHC - SCHL
Ottawa, ON · Montreal, QC
Application Development areas: Microsoft Dynamics CRM, , Microsoft Dynamics 365 Finance & Operations, SAP SuccessFactors Custom applications built with microservices, Application interfaces…
Added 26 mins ago
Senior Specialist, Software Engineering (Microsoft Dynamics 365 & Azure)
CMHC - SCHL
Toronto, ON · Ottawa, ON · Montreal, QC
Act as a technical expert across Microsoft Dynamics 365 CRM, .NET, and Microsoft Azure, providing technical guidance, mentoring, coaching, and knowledge sharing to other developers.
Added 26 mins ago
B
ADVISOR, COMMUNITY BANKING OPERATIONS
BDC
Montreal, QC
- Full-time
Maintain accurate information in CRM systems and prepare operational reports, dashboards, and control-monitoring reports.
Added 41 mins ago
Customer Data & Identity Specialist (CDP/CRM ecosystem)
Vacances Air Canada Vacations / Air Canada Rouge
Montreal, QC
Define and maintain the unified customer profile and associated data model within the CDP/CRM ecosystem.
Added 41 mins ago
C
Director Operations & Sales- Ontario East (North GTA)
Chartwell
Mississauga, ON
- Full-time
Ensures that Chartwell’s financial operations systems are maintained at the properties including payroll, accounts payable, accounts receivable, resident leases, Yardi CRM etc.
Added 41 mins ago
C
Director Operations & Sales- Southwestern Ontario (Cambridge/Waterloo)
Chartwell
Mississauga, ON
- Full-time
Ensures that Chartwell’s financial operations systems are maintained at the properties including payroll, accounts payable, accounts receivable, resident leases, Yardi CRM etc.
Added 41 mins ago
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Senior Client Solutions Manager & Broker Placement Specialist
Gallagher
Burnaby, BC
- Full-time
CAIB, CIP, FCIP or CRM designation would be considered an asset along with university and/or College education.
Added 41 mins ago
N
Technical Solutions Lead
Norcada
AB · Edmonton, AB
- Full-time
Use our CRM to manage customer information and track leads.
Added 41 mins ago
N
Technical Solutions Lead
Norcada
AB · Edmonton, AB
- Full-time
Use our CRM to manage customer information and track leads.
Added 41 mins ago
TU
Communications Officer, Recruitment (Marketing & Communications)
Trent University
Peterborough, ON
- $79,431 to $88,222 CAD / year
- Full-time
Added 41 mins ago
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Certinia PSA Architect - Senior Principal
Slalom
Vancouver, BC · Greater Vancouver Metropolitan Area
- Full-time
Design and architect integrations between Certinia and upstream/downstream enterprise systems, including Salesforce CRM, CPQ, ERP, finance, billing, revenue recognition, and reporting…
Added 41 mins ago
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Insurance Broker - Some Leads Provided
Billyard Insurance Group Inc.
Hamilton, ON
- Full-time
Experience working with broker management systems and CRM platforms
Added 41 mins ago
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Certinia PSA Architect - Senior Principal
Slalom
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Design and architect integrations between Certinia and upstream/downstream enterprise systems, including Salesforce CRM, CPQ, ERP, finance, billing, revenue recognition, and reporting…
Added 41 mins ago
A
Application Engineer
Aplin
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Maintain accurate project and customer records using CRM, ERP, and other business systems.
Added 41 mins ago
B
Coordinator, Programs and Community Impact
Beedie
Vancouver, BC
- $60,000 to $70,000 CAD / year
- Full-time
Refine CRM workflows, data fields, and templates to improve data quality and reduce manual reporting.
Added 41 mins ago
DR
Inside Sales Representative
Dawn Recruiting Agency
Mississauga, ON
- Full-time
Maintain accurate customer information and sales activity records in the CRM system.
Added 56 mins ago
UG
Commercial Relationship Coordinator
UnitedHealth Group
Richmond, BC
- Full-time
Familiarity with enterprise billing systems, ERP platforms, or CRM tools (e.g., Salesforce).
Added 56 mins ago
C
Philanthropy Officer, Annual Giving
CMHA
Newmarket, ON
- Full-time
Ensure constituent records are up-to-date and activity is promptly and accurately recorded in the CRM
Added 1 hour ago
J
Senior AI Engineer, Marketing
Jobgether
Canada
- Full-time
Integrate the platform with CRM, email service providers, visitor identification, enrichment tools, and internal data platforms, ensuring reliable synchronization and recovery mechanisms.

BDC

ADVISOR, COMMUNITY BANKING OPERATIONS

Montreal, QC, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 22, 2026
Experience: Minimum of 1-3 years of relevant experience in operations, program administration, banking operations, financial services operations, or a related environment.
Posting language: English
Posted: Nov 9, 2026

Original job description

We are banking at another level.

Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to bring together unique teams where employees are empowered to act. It also means being at the centre of ambitious economic and financial projects to see further and to do things differently, to fuel the success of Canadian entrepreneurs.

Choosing BDC as your employer also means:

Flexible and competitive benefits, including an Employee Savings and Investment Plan where BDC matches part of your voluntary contributions, a Defined Benefit Pension Plan, a $750 wellness and health care spending account, to name a few
In addition to paid vacation each year, five personal days, sick days as necessary, and our offices are closed from December 25 to January 1
A hybrid work model that truly balances work and personal life
Opportunities for learning, training and development, and much more...

Explore the BDC Way in our Culture Book

POSITION OVERVIEW

Reporting to the Director, Operations and Program Support, you will coordinate operational activities supporting loan guarantee programs and financing partnerships. You will manage subrogation files, data quality, SharePoint governance, operational controls, and reporting while collaborating with internal teams, financial institutions, and external legal counsel.

BDC is the only bank dedicated exclusively to Canadian entrepreneurs. Your work will contribute to the effective delivery of programs that support Canadian businesses.

CHALLENGES TO BE MET

Coordinate subrogation files, including documentation, signatures from financial institution partners, external legal counsel, and legal invoices.

Review and maintain indirect program accounts, borrower information, and industry classification data.

Perform data quality reviews, identify anomalies, and maintain accurate operational information.

Manage SharePoint files and user access, including semi-annual access reviews for approximately 600 internal and external users.

Support operational controls and automated processes, working with IT, ServiceNow, and development teams when required.

Maintain accurate information in CRM systems and prepare operational reports, dashboards, and control-monitoring reports.

Maintain procedures, work instructions, and documentation while contributing to continuous process improvement.

At BDC, you can be yourself at work. We value inclusion, equity, and diversity.

WHAT WE’RE LOOKING FOR

Minimum of 1-3 years of relevant experience in operations, program administration, banking operations, financial services operations, or a related environment.

Experience managing high volumes of data, files, records, or operational documentation.
Experience using Microsoft Excel and SharePoint for data, documentation, or operational activities.

Experience coordinating multiple files or activities involving internal and/or external stakeholders.
Written and verbal communication skills in English and French.

Preferred Qualifications

Ideally experience with banking, lending, or financing operations

Ideally Experience with subrogation, Special Accounts, or legal file administration.

Experience with SharePoint access management or access reviews.

Experience supporting automated processes.

Proudly one of Canada’s Top 100 Employers and one of Canada’s Best Diversity Employers, we are committed to fostering a diverse, equitable, inclusive and accessible environment where all employees can thrive and feel empowered to bring their whole selves to work. If you require an accommodation to complete your application, please do not hesitate to contact us at accessibility@bdc.ca.

While we appreciate all applications, we advise that only the candidates selected to participate in the recruitment process will be contacted.

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More about this job

Responsibilities

You will coordinate operational activities for loan guarantee programs, including managing subrogation files and maintaining data quality. Additionally, you will oversee SharePoint governance, operational controls, and prepare reports while collaborating with internal and external stakeholders.

Requirements

Candidates must have 1-3 years of experience in operations, banking, or financial services with proficiency in Microsoft Excel and SharePoint. Strong communication skills in English and French are required, along with experience managing high volumes of data or documentation.

Skills

Operations
Program administration
Banking operations
Financial services
Data quality management
SharePoint
Microsoft Excel
CRM systems
Subrogation
Legal file administration
Operational controls
Reporting
Stakeholder management
Process improvement
ServiceNow

Benefits

Employee Savings and Investment Plan
Defined Benefit Pension Plan
Wellness and health care spending account
Paid vacation
Personal days
Sick days
Hybrid work model

Visa sponsorship

Not detected in the job text

Keywords

Banking
Operations
Program Support
Loan Guarantee
Subrogation
Data Quality
SharePoint
Governance
Operational Controls
CRM
Reporting
Dashboards
Process Improvement
ServiceNow
Financial Services
Lending
Legal Documentation
Stakeholder Management
Hybrid Work
Employee Savings Plan
Pension Plan

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