CASE ASSESSMENT OFFICER (INTAKE & ASSESSMENT)

Are you a financial services skilled with intake and assessment skills interested in public service and contributing to financial fairness and justice?

Ombudsman for Banking Services and Investments (OBSI) is an organization of highly skilled professionals inspired by a public service mission. OBSI makes a difference in people’s lives every day and helps to ensure a fair, effective and trusted financial system for everyone. We are hiring for Bilingual English and French Case Assessment Officers to join our team.

Case Assessment Officer I’s are the first point of contact for consumers and an important resource for firms. They answer consumer and firm inquiries, assess complaints, determine if they are in mandate, and prepare them for assignment to investigators.

Your prior experience working within the financial services sector (2+ years preferred) will help you to understand the issues that face consumers making complaints related to banking and investment products and issues. Your excellent customer service skills will enable you to address consumer concerns via phone and/or email with professionalism and empathy. When a consumer complaint is made, you will assess the case details to determine whether the complaint falls within OBSI’s mandate and proceed with the intake and assessment process.

Bilingualism in French and English is preferred with full written and verbal fluency in both languages,



and excellent letter writing skills will be key to effectively communicating information and findings to consumers in both of Canada’s official languages.

OBSI provides a workplace that values and respects people from diverse backgrounds, talents and experiences which makes OBSI success possible.

Candidates located in the greater Toronto area will be preferred. If outside of the greater Toronto area Candidates will work remotely.

OBSI offers a competitive total rewards package including strong base pay, variable incentive programs, comprehensive group benefits program and a company contributed pension program.

OBSI invests in employees by offering career progression and opportunities for learning and development.

Become a part of a world class ombudsman organization that all Canadians can be proud of.

OBSI strives to provide equal opportunity to qualified individuals with all abilities and, as such, we are committed to offering reasonable accommodation during the hiring process. If you require special assistance or accommodation, please contact Human Resources at [email protected].

For additional details and qualifications about our Case Assessment Officer position or to apply for this position, please visit our website at www.obsi.ca/careers.

While we may use digital tools to support the efficiency of our recruitment process, we do not use AI to identify or screen candidates.

📌 Case Assessment Officer (Intake & Assessment) (Toronto)
🏢 OBSI - Ombudsman for Banking Services and Investments
📍 Toronto