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About the Role

Canada’s Ombudsman for Banking Services and Investments (OBSI) is seeking talented investigators interested in public service and contributing to financial fairness and justice. OBSI is a national, independent, and not-for-profit organization that resolves disputes between consumers and financial services firms.

Responsibilities

• Organize case files appropriately.
• Review documentation provided by consumers and participating firms.
• Determine relevant issues and develop investigation plans.
• Identify and collect additional documentation as required.
• Conduct interviews with consumers, participating firm staff, and third parties.
• Conduct necessary research.
• Analyze all information obtained.
• Request and review financial analysis and loss calculations.
• Maintain regular contact with consumers and participating firms.
• Reach well-reasoned conclusions based on thorough investigations and relevant evidence.
• Seek assistance from management or colleagues when appropriate.
• Accurately document reasons and recommended conclusions.
• Communicate investigation details and approved conclusions.
• Write clear initial view letters and facilitated settlement proposals.
• Facilitate settlements between clients and firms.
• Draft clear and persuasive investigation reports when settlements cannot be reached.
• Investigate and close cases efficiently and timely.
• Respond to consumer and/or firm inquiries after a case is closed.
• Keep informed about industry news, trends, and developments.
• Help and support colleagues when called upon.
• Participate in training to improve knowledge and skills.
• Contribute to the ongoing development of OBSI policies and procedures.
• Perform other related duties and complete special projects as assigned.

Requirements

• Strong knowledge of the banking and investment industry and products.
• Strong knowledge of the relevant legal and regulatory environment.
• Strong knowledge of appropriate industry training.
• Demonstrated personal commitment to fairness and ethics.
• Ability to manage moderate to high caseloads.
• Ability to conduct investigations in both official languages will be considered a strong asset.

Skills

• Strong judgment
• Strong analytical skills
• Strong planning skills
• Strong organizational skills
• Strong time-management skills
• Strong written communication skills
• Strong oral communication skills
• Strong interviewing skills
• Strong research skills
• Strong teamwork
• Good computer skills (Word, Excel, Outlook, contact management/database applications)
• Ability to understand and adapt to new technologies
• Bilingualism in French and English will be considered an asset

Location

• Candidates residing anywhere in Canada will be considered.
• Hybrid position based in Toronto for Investigators residing in the Greater Toronto Area.

Work Type

• Permanent
• Full-time
• Hybrid

Experience Level

• Senior

Salary/Compensations

• $80,000 - $110,000

About the Company

• Canada’s Ombudsman for Banking Services and Investments (OBSI) is a national, independent and not-for-profit organization that helps resolve and reduce disputes between consumers and financial services firms in both official languages.
• OBSI is responsive to consumer inquiries, conducts fair and accessible investigations of unresolved disputes, and shares its knowledge and expertise with the stakeholders and the public.
• If a consumer has a complaint against an OBSI participating bank or investment firm that they are not able to resolve with the bank or firm, OBSI will investigate at no cost to the consumer.

Equal Opportunity

• OBSI endeavors to make its recruitment process accessible to all applicants. Reasonable accommodations will be provided, upon request, to applicants with disabilities in order to facilitate equal opportunity throughout the recruitment and selection process.
• Please send an email to HR@obsi.ca to make a request for accommodation during any aspect of the recruitment and selection process.
• While we may use digital tools to support the efficiency of our recruitment process, we do not use AI to identify or screen candidates.