Who We Are
Fairstone 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.

About The Role
The 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 scheduled 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.

Job Responsibilities

Customer Focus & Service Excellence (50%)

Ensure 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.)

Adherence to SLAs for all quality monitoring

Sales Performance and Revenue Generation (40%)

Identify and act upon cross-selling opportunities with particular attention on business retention and revenue generation

Proactively solicit and identify sales opportunities, provide recommendations focussing on features/benefits that match client needs

Research and identify sources for potential new customers

Assist clients in completing applications for Oaken Financial deposit products accordingly

Book appointments with clients

Build and maintain relationships with clients through quickly establishing a rapport and develop an overall understanding of their investment preferences

Solicit and monitor customer feedback, identify gaps, provide recommendations for timely solutions to enhance the overall customer experience

Risk Management and/or Compliance (10%)

Ensure all policies and procedures (i.e., privacy protection, AML)



are followed when servicing clients and performing account maintenance

Perform financial adjustments and non-financial maintenance when necessary to ensure that customer and business expectations are met

Complete investment application with clients and ensure that all AML and compliance requirements are met

Adhere to all policies and procedures, legal and ethical requirements and regulations, and established risk guidelines.

Education Requirement
Post-secondary degree or diploma, preferably in business management, finance, or related field (university an asset).

Additional Qualifications, Certifications, Skills

Solution-focused leader who takes initiative ensuring self and team work effectively within established guidelines

Strong organizational, time-management and analysis skills

Able to multi-task and flourish in a fast-paced, deadline-driven work environment

Excellent written and oral communication skills

Exceptional interpersonal relationship and building and listening skills

Effective leader who drives achievement while motivating and engaging others through fostering a team-oriented team environment

Excellent written / verbal communication and professional maturity.

Years Of Experience

3 years of customer service experience

Solid knowledge of investment products

Consistently demonstrates and reinforces organizational values

Solid knowledge of MS Office

Availability to work from the office at 200 Granville St. Suite 1288, Vancouver, 5 days a week.

What You’ll Love About Working Here

Award-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.





Time to Recharge: Generous vacation based on your role, statutory holidays, plus 6 wellness days to prioritize your well-being.

Compensation Package: Competitive base salary plus an annual incentive bonus tied to performance.

Comprehensive Benefits: Robust health and dental coverage through Manulife, as well as virtual healthcare through Dialogue.

Future-Ready Savings: Group Retirement Savings Plan with up to 7% employer match.

Exclusive Perks: Discounts from top retailers via WorkPerks, plus location-based perks like gym memberships and Toronto Bike Share.

On-Site Fitness: Gym access at our London and Montreal offices.

Continuous Growth: Education Assistance Program and Fairstone Academy for training and skill development.

Family Support: Parental leave top-up program to help you during life’s big moments.

Community Impact: One paid volunteer day to give back to causes that matter to you.

For more information on who we are as an employer click here.

What You Can Expect - Pay & Process

Expected base salary range is $45,000 - $55,000, plus the opportunity to earn an annual incentive bonus tied to performance.

This posting is for an existing vacancy within our organization.

Artificial intelligence may be used in parts of the recruitment process.

All candidates considered for hire must successfully pass a criminal background check, credit check, and validation of their work experience to qualify for hire.

Learn more
https://www.fairstone.ca/en/about/canadian-lender

Follow us on LinkedIn
https://www.linkedin.com/company/fairstone/mycompany/

Equal Opportunity Statement
Fairstone 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.

Time Type
Full time

Job Type
Permanent

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📌 Service and Sales Specialist (British Columbia)
🏢 Fairstone Bank
📍 British Columbia