{"id":1158276,"url":"https://alion.io/job/trust-service-and-sales-specialist","title":"Service and Sales Specialist","company":{"id":1050349,"name":"Trust","domain":"hometrust.ca","url":"https://alion.io/company/hometrust-ca","size_band":"501-1000","is_staffing_agency":false,"is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"middle","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Vancouver, Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":45000,"max":55000,"currency":"USD","period":"year","gross":null,"usd_annual":55000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"LinkedIn","optional":true}],"status":"live","first_seen_at":"2026-09-23T22:29:53Z","employer_posted_date":"2026-09-23","last_verified_at":"2026-09-24T07:05:39Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Who we are:\nFairstone Bank and its family of brands are united in delivering innovative, accessible and reliable financial solutions that enable Canadians to reach their goals. Over the years, our brand family has grown. In 2024, Home Trust Company, Home Bank and Oaken Financial became part of the Fairstone Bank family of brands, alongside Fairstone, EdenPark and Fig.\nTogether, we are the leading alternative lending bank in Canada. With a diverse suite of products-residential and commercial mortgages, consumer deposits and GICs, credit cards, retail and automobile financing, personal loans and digital lending-we offer financial solutions tailored to all Canadians, including newcomers, small-business owners, smart investors and savvy consumers.\nHome Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 800 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of its core residential mortgage lending business, the Company also offers complementary lending services, as well as highly competitive deposit investment products, through Oaken Financial. Our culture has been shaped by the passion and integrity of our people.\nJoin Home Trust as a Oaken Sales and Service Specialist, reporting to Sales and Service Manager, Oaken, and be part of our talented and growing team!\nAbout the role:\nThe Oaken Service and Sales Specialist will lead the customer experience through providing service to Oaken customers. This role will develop and maintain strong relationships with customers through telephone, email, and\nscheduled visits, while attending conferences and local community events and responding to all inquiries. This role will also identify potential sales opportunities, acquire, and retain customers.\nJob Responsibilities:\n1. Customer Focus & Service Excellence (50%)\nEnsure optimum servicing to Oaken clients by promptly and accurately responding to customer inquiries on complex multiple problems through every servicing channel (in person, telephone, email, scheduled visits, etc.)\nAdherence to SLAs for all quality monitoring\n 2. Sales Performance and Revenue Generation (40%)\nIdentify and act upon cross-selling opportunities with particular attention on business retention and revenue generation\nProactively solicit and identify sales opportunities, provide recommendations focussing on features/benefits that match client needs\nResearch and identify sources for potential new customers\nAssist clients in completing applications for Oaken Financial deposit products accordingly\nBook appointments with clients\nBuild and maintain relationships with clients through quickly establishing a rapport and develop an overall understanding of their investment preferences\nSolicit and monitor customer feedback, identify gaps, provide recommendations for timely solutions to enhance the overall customer experience\n 3. Risk Management and/or Compliance (10%)\nEnsure all policies and procedures (i.e., privacy protection, AML) are followed when servicing clients and performing account maintenance\nPerform financial adjustments and non-financial maintenance when necessary to ensure that customer and business expectations are met\nComplete investment application with clients and ensure that all AML and compliance requirements are met\nAdhere to all policies and procedures, legal and ethical requirements and regulations, and established risk guidelines.\nWhat we’re looking for:\nEducation Requirement:\nPost-secondary degree or diploma, preferably in business management, finance, or related field (university an asset)\nAdditional relevant accreditation(s), certification(s) are assets\nYears of Experience:\n\n3 years of customer service experience\nSolid knowledge of investment products\nAdditional Qualifications,Certifications, Skills:\nSolution-focused leader who takes initiative ensuring self and team work effectively within established guidelines\nStrong organizational, time-management and analysis skills\nAble to multi-task and flourish in a fast-paced, deadline-driven work environment\nExcellent written and oral communication skills\nExceptional interpersonal relationship and building and listening skills\nEffective leader who drives achievement while motivating and engaging others through fostering a collaborative team environment\nExcellent written / verbal communication and professional maturity\nConsistently demonstrates and reinforces organizational values\nSolid knowledge of MS Office\nAvailability to work from the office at 200 Granville St. Suite 1288, Vancouver, 5 days a week.\nWhat you’ll love about working here:\nAward-Winning Culture: We’re proud to be recognized as a Great Place to Work Canada 2025 and one of Montreal’s Top Employers 2025 by Canada’s Top 100 Employers.\nTime to Recharge: Generous vacation based on your role, statutory holidays, plus 6 wellness days to prioritize your well-being.\nCompensation Package: Competitive base salary plus an annual incentive bonus tied to performance.\nComprehensive Benefits: Robust health and dental coverage through Manulife, as well as virtual healthcare through Dialogue.\nFuture-Ready Savings: Group Retirement Savings Plan with up to 7% employer match.\nExclusive Perks: Discounts from top retailers via WorkPerks, plus location-based perks like gym memberships and Toronto Bike Share.\nOn-Site Fitness: Gym access at our London and Montreal offices.\nContinuous Growth: Education Assistance Program and Fairstone Academy for training and skill development.\nFamily Support: Parental leave top-up program to help you during life’s big moments.\nCommunity Impact: One paid volunteer day to give back to causes that matter to you.\nFor more information on who we are as an employer click here.\nWhat you can expect - pay & process:\nExpected base salary range is $45,000 - $55,000, plus the opportunity to earn an annual incentive bonus tied to performance. \nThis posting is for an existing vacancy within our organization.\nArtificial intelligence may be used in parts of the recruitment process.\nAll candidates considered for hire must successfully pass a criminal background check, credit check, and validation of their work experience to qualify for hire. \nIf what you read excites you, we’d like to hear from you! Please submit your application and we’ll contact you if you become selected for first stages of the interview process.\nLearn more: https://www.fairstone.ca/en/about/canadian-lender\nFollow us on LinkedIn:https://www.linkedin.com/company/fairstone/mycompany/\nIf you have a preferred language for communication, please kindly inform us whether you prefer French or English on your application.\nFairstone is an equal opportunity employer. Accordingly, we will make reasonable accommodations to respond to the needs of people with disabilities. Individuals who view themselves as Aboriginals, members of visible minorities, and disabled are encouraged to apply in confidence.\nTime Type:\nFull timeJob Type:\nPermanent","description_format":"text","description_chars":7012,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[{"language":"French","level":"All levels","optional":true}]},"benefits":["Education assistance","Generous vacation","Gym membership","Parental leave","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Banking"],"lifecycle":[{"event":"open","at":"2026-09-23T22:29:53Z"}],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":35,"reasons":["conf:7","win:early"],"computed_at":"2026-09-24T05:45:00Z"},"pay":{"stated_usd_annual":55000,"is_top_pay":false},"html_url":"https://alion.io/job/trust-service-and-sales-specialist","json_url":"https://alion.io/job/trust-service-and-sales-specialist.json","meta":{"generated_at":"2026-09-24T18:02:42Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers"}}