Fairstone Bank and its family of brands are united in delivering innovative, accessible and reliable financial solutions that enable Canadians to reach their goals. In 2024, Home Trust Company, Home Bank and Oaken Financial became part of the Fairstone Bank family of brands, alongside Fairstone, EdenPark and Fig. Together, 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. 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.

Join 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!

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.

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%) Proactively solicit and identify sales opportunities, provide recommendations focussing on features/benefits that match client needs Research and identify sources for potential recent customers Assist clients in completing applications for Oaken Financial deposit products accordingly 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 Adhere to all policies and procedures, legal and ethical requirements and regulations, and established risk guidelines. Post‑secondary degree or diploma, preferably in business management, finance, or related field (university an asset) Additional relevant accreditation(s), certification(s) are assets 3 years of customer service experience ~ Solid knowledge of investment products Strong organizational,



time‑management and analysis skills Exceptional interpersonal relationship and building and listening skills Solid knowledge of MS Office Availability to work from the office at 200 Granville St. 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.

Group Retirement Savings

Plan with up to 7% employer match. On‑Site Fitness: Gym access at our London and Montreal offices.

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. 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. If you have a preferred language for communication, please kindly inform us whether you prefer French or English on your application.

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. Full time Permanent #

📌 Service and Sales Specialist (Vancouver)
🏢 Fairstone Bank
📍 Vancouver