Go Back

Some careers open more doors than others.

If you′re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

HSBC Bank Canada, a subsidiary of HSBC Holdings plc, is the leading international bank in Canada. The HSBC Group serves customers worldwide from over 6,200 offices in 74 countries and territories in Europe, Asia, North and Latin America, and the Middle East and North Africa. With assets of US$2,754bn at 30 June 2014, HSBC is one of the world’s largest banking and financial services organizations.

At HSBC, we believe delivering exceptional services to clients starts with hiring and motivating exceptional people. We make a point of rewarding performance, supporting professional development and providing options for employees to increase their work/life effectiveness.

We also recognize that every new employee brings a unique set of experiences, skills and perspectives to the table. Our career development programs can help you lay a solid foundation for advancement, whether you’re a seasoned professional or a recent graduate.

Make HSBC your next, best career move and enjoy:
- Investment in your career development
- Support for your opinions, ideas and job performance
- Rewards for exceptional performance
- Equity in the workplace and on the career ladder
- Diversity, as part of a team with a wide range of experiences and education
- Balance between career and personal life

You′ll achieve more when you join HSBC.
www.hsbc.ca/careers

Latest jobs

Premium Banker

Location: Toronto, canada

for more details
and all jobs

HSBC Bank Canada

Toronto CANADA

Site Logo

Premium Banker

Location:
(CANADA) and various
Job Reference:
3894
Functional Area/Experience:
Business, Accounting & Finance / 2 Years
Share:
Job Description:

Job Description & Qualifications

Impact on the Business 

  • Performs a variety of sales and service activities to all customers including Business Banking with the primary focus on Advance and Premier customers. Interactions are either face to face or through an alternate channel.
  • Proactively develops new client business through team portfolio management, which includes solicitation of client referrals and promotion of products and service offerings across multiple distribution channels.
  • Responsible for ensuring the accurate and timely processing of all activities related to area of specialty.
  • Ensures compliance, operational and system controls in accordance with HSBC regulatory standards and government regulations.
  • Provide basic operational support to the business as required.

 

Customers / Stakeholders 

  • Anticipate and understand customer needs in order to provide advanced sales and customer service and complete transactions with speed, efficiency and certainty.
  • Act as second level escalation for handling more complex customer inquiries.
  • Maintain superior and courteous service to promote products and expand customer relationships.
  • Exceed customer expectations in terms of speed, efficiency, certainty and professionalism, either face to face or through an alternate channel.
  • Ensure branch or work area is maintained in accordance with HSBC standards.
  • Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.

 

Leadership & Teamwork 

  • Work as part of an integrated branch and multi channel Premier management team, proactively supporting others.
  • Position actively participates and assists with all Bank promotional programs, sales targets and direct marketing initiatives.
  • Participates in business development programs within area of specialty to enhance product knowledge, cross selling skills and relationship management skills.
  • Actively refers customers to other areas of HSBC where appropriate.
  • Demonstrate Group capabilities.
  • Promote an environment that supports diversity and reflects the HSBC brand. 

 

Operational Effectiveness & Control 

  • Ensure that all employees are aware of and effectively identify and manage applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks. 
  • Complete other responsibilities, as assigned. 

 

Role Context

  • Work is moderately complex and specialized in nature and involves mostly straightforward challenges.
  • Work is performed under general direction according to set parameters and set sales / performance targets.
  • Requires initiative and independent judgment in completing work but supervisor provides direction for unfamiliar situations.
  • Work is reviewed for attainment of standards, achievement of targets, adherence to policies, procedures, and timelines.
  • Decisions impact the productivity / performance of the functional area, customers and other employees.
  • May work in call centre or branch environment where systems are available in meeting services quality objectives.
  • May be required to work shifts outside of regular business hours.
  • May be required to travel within region to backfill sales responsibilities.
  • Supervisor Level 1

Cash In: 50,000
Cash Out: 20,000
Transfer Limit: 2,000,000
Clearing Limit: 2,000,000
Officer Approval for Overlimit Account: 100,000
Note: Cheq/withdrawls and Deposits limits subject to Letter of Authority and will not exceed those listed here 

 

Management of Risk

  • Ensure compliance of both general and anti-money laundering and anti-terrorist financing (AML/ATF) compliance controls as well as operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues.

 

 Observation of Internal Controls

  • Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.

 

Qualifications

Knowledge & Experience / Qualifications

  • Secondary school graduation.
  • At least 2 years of experience in banking or related industry in a customer service / client facing role.
  • Mutual Fund Licensing. Requires Completion of:
  • Investment Funds in Canada Course; or Canadian Investment Funds Course; or Canadian Securities Course; and
  • Mutual Fund Skills Builders Course
  • Completion of HSBC Way of Selling.
  • Completion of basic HSBC Premier training.
  • Career minded team player.
  • Proven ability to sell and meet set sales / performance targets.
  • Advanced communication and customer service skills.
  • Willingness to be mobile in local community.
  • Strong interpersonal skills to support the building of strong relationships with diverse groups of people.
  • University / College degree preferred.
  • Knowledge of HSBC’s products and services.
  • Knowledge of HSBC’s policies, practices, and procedures within own area.
  • Excellent analytical and critical thinking ability.
  • Competent in conflict resolution.
  • Understands / speaks second language is an asset.

 

Site Logo

VP Premier Relationship Advisor

Location:
(CANADA) and various
Job Reference:
3893
Functional Area/Experience:
Business, Accounting & Finance / 3 Years
Share:
Job Description:

Job Description & Qualifications

Impact on the Business 

  • Build deep, long-lasting and mutually valuable relationships with Premier customers. 
  • Achieve agreed KPI (Key Performance Indicator) objectives by development of existing and new Premier relationships. 
  • Address identified needs for banking clients. 
  • Through a defined sales process, recommend depository, personal lending and investment and insurance solutions designed to meet customer’s protection, education, retirement, legacy, basic banking, property, and lifestyle needs while also helping customers manage and grow their wealth. Mortgage to be referred to appropriate Mortgage staff. 
  • Regularly meet with clients to understand and analyze their current and long term needs and advise them on the products and services that help them achieve their goals. 
  • Refer business to other areas within the bank as appropriate, in accordance with established guidelines. 
  • Complete all activity documentation to provide a record for performance tracking. 
  • Assist in targeting future opportunities. 
  • Establish client contact strategies in line with Group Operating Model. 
  • Fully utilize and input client relationship management data, ensuring all client information is complete and kept up to date  

 

Customers / Stakeholders 

  • Own the client relationship with HSBC. 
  • Maintain a deep understanding and technical knowledge of authorized relevant products and services available from the RBWM affiliates in the US for Premier clients to provide suitable recommended solutions for clients and maximize revenues for Wealth and the Group. 
  • Maintain highest standard of excellence in client service across the team and with individual portfolio. Complete ongoing analysis of portfolios of client relationships through marketing of ideas and researching clients. 
  • Provide quality service in meeting customer needs, inquires and problems of a complex nature; maintain contact with existing customers and referral sources on an on-going basis to identify new or additional needs. 
  • Conduct full needs assessment with current and potential Premier customers and recommend appropriate Premier banking, lending, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations. Mortgage to be referred to appropriate Mortgage staff. 
  • Manage assigned Premier Wealth client's full relationship, including banking and lending such as credit cards and select credit and investment/insurance components, seeking opportunities to attract new clients as well as retain and expand relationships with existing clients. Mortgage to be referred to appropriate Mortgage staff. 

 

Leadership & Teamwork 

  • Work as part of an integrated branch management team to ensure standards are met and operating models delivered. 
  • Proactively support others through direct and indirect actions beyond activities particular to this role. 
  • Establish and maintain strong working relationships with colleagues in the wider RBWM businesses and others as appropriate to service client needs. 
  • Represent the Company in community organizations and activities to enhance the Company's image and maintain and enhance a referral network for additional relationship opportunities. Refer to the HNAH Code of Ethics policy and Wealth Management Staff Dealing policy including Outside Business Activity (OBAs) to ensure that above community and outside activities do not present an actual or potential conflict of interest and do not have an adverse impact with respect to job responsibilities at HSBC. HSI Supervisor and Compliance should be consulted in addition to review of Code of Ethics policy and Wealth Management policy for Outside Business Activity. 
  • Coach branch-based licensed sales professionals in assigned branches regarding appropriate referrals.

 

Operational Effectiveness & Control 

  • Maintain proper documentation following preset guidelines established by Compliance and Management. 
  • Understand and adhere to Group and Company policies and procedures, and meet all required mandatory training requirements. 
  • To implement the Group compliance policy locally by containing compliance risk in liaison with the Head of Group Compliance, Global Business Compliance Officer, Area Compliance Officer or Local Compliance Officer, ensuring adequate compliance resources and training, fostering a compliance culture and optimizing relations with regulators. 
  • Complete other responsibilities, as assigned.

 

Major Challenges 

  • The Company seeks to grow its RBWM business through an efficient operation and the pursuit of providing clients with globally consistent experiences, excellent service, and advice on products and services appropriate to client needs to enhance that value. 
  • Increasing net new premier clients. 
  • Increasing total client relationship balances during tough economic times.

 

Role Context

  • The jobholder will own and manage a portfolio of clients working with the wider RBWM team. 
  • The jobholder has primary responsibility for: 
  • Maximizing growth in their portfolio of clients and achieving the RBWM plan/metrics. 
  • Leading Premier activities to ensure opportunities are identified and client needs are met effectively, maximizing all available resources. 
  • Compliance with the relevant Group standards including GHQ and the Regulatory organization as applied to the implementation of the RBWM strategy in the US

 

Management of Risk

  • Ensure compliance, operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues., The physical demands/work environment described above are representative of those that must be met by an employee to successfully perform the essential duties of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties. 
  • Physical Demands/Work Environment: Very good working conditions. Little or no physical demands. Minimal handling of light materials. The physical demands/work environments described above are representative of those that must be met by an employee to successfully perform the essential duties of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties. 
  • Ensure the fair treatment of our clients is at the heart of everything we do, both personally and as an organization. 
  • Continually reassess the operational risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructuring, and the impact of new technology. 

 

Observation of Internal Controls

  • Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators. 
  • Adhere to internal controls and Firm policies. This will be achieved by adherence to all relevant procedures, keeping appropriate records and, where appropriate, by the timely implementation of internal and external audit points, including issues raised by external regulators. 
  • Implement the Group compliance policy by containing compliance risk in liaison with Global Head of Compliance, Global Compliance Officer, Area Compliance Officer or Local Compliance Officer. The term ‘compliance’ embraces all relevant financial services laws, rules and codes with which the business has to comply. This will be achieved by adhering to all relevant processes/procedures and by liaising with Compliance department about new business initiatives at the earliest opportunity and by ensuring adequate resources are in place and training is provided, fostering a compliance culture and optimizing relations with regulators. 
  • The incumbent will ensure 100% adherence to completion of HSBC mandatory training and any required compliance and risk-related training courses.  
  • This will be achieved by ensuring all actions take account of the likelihood of operational risk occurring. Also by addressing any areas of concern in conjunction with line management and/or the appropriate department.

 

Qualifications

  • Bachelor’s degree in Business, Finance, related field or equivalent experience. 
  • Series 7, 63, 65 or 66 (in lieu of 63 and 65) and life and health insurance licenses. 
  • Minimum of three years proven nontraditional banking financial sales experience or equivalent. 
  • Evidence of strong client recommendation and sales results in wealth products. 
  • Equivalent relationship management experience in managing high net worth client portfolios preferred. 
  • Expert knowledge in wealth planning and wealth products. 
  • Sound knowledge of the impact of macroeconomics/microeconomics/local market developments. 
  • Expert knowledge of external regulatory framework relevant to wealth management. 
  • If internal, in-depth understanding of HSBC Global House Views. 
  • Strong client focus and ability to develop long term partnerships with clients. 
  • Ability to deliver needs-based solutions through effective communication, influencing, and sales skills. 
  • Local regulatory & license requirements - job holder should possess valid licenses with accreditation on wealth management and qualification as required by country. 
  • Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment. 
  • Strong sales, analytical, decision-making, interpersonal, leadership and communications skills. 
  • Relationship management experience with high net worth clients. 
  • Strong technical skills in wealth management. 
  • Proven client focus and influencing skills. 
  • Proven networking and portfolio management skills. 
  • Sound knowledge of financial services products and services and client relationship management systems. 
  • Understanding of banking client segment and products and services. 
  • Strong knowledge of investment products and services delivered, operations supporting them and pertinent regulations affecting their delivery. 
  • Ability to work in a team-based environment.


Leadership Capabilities

  • Have an understanding of the immediate regional Global Wealth strategy and the ability to plan own activities accordingly. 
  • Be ambitious about providing the highest standards of delivery to colleagues and clients. 
  • Show ability to set stretch goals for self and the ability to deliver these with courage and tenacity. 
  • Be authentic and show ability to engage with colleagues and clients to deliver at pace. 
  • Make considered decisions that protect HSBC & Global Wealth values, reputation and businesses.

 

Site Logo

Operations Risk and Administration Specialist

Location:
(CANADA) and various
Job Reference:
3892
Functional Area/Experience:
Business, Accounting & Finance / 2 Years
Share:
Job Description:

Job Description & Qualifications

Impact on the Business 

  • Provides support through the completion of routine and non-routine duties and tasks that are moderately complex in nature either face-to-face or through an alternate channel. 
  • Completes moderately complex administrative support, processing, operational, servicing and/or accounting-related duties in support of assigned area. 
  • Act as custodian for cash, combinations, keys, and negotiable securities ensuring procedures and relative records maintained in accordance with established guidelines. 
  • Adheres to quality, compliance, regulatory and HSBC standards and follows established procedures and policies when completing tasks. 
  • Maintains appropriate records of activities; prepares daily worksheets and reports as necessary. 
  • Handles complaints and concerns where possible and appropriate and resolves and refers unusual problems to higher levels. 
  • Ensures operational risk of HSBC and customers when completing tasks. 
  • Co-ordinates scheduling for the Personal Bankers to ensure adequate coverage for the day to day operation of the Branch. 
  • Responsible for ensuring the accurate and timely processing of all activities related to servicing and supporting activities of assigned area. 
  • Provide necessary approvals and guidance within assigned limits to assigned team. Branches with shared Branch Managers will require cross branch support. 
  • Provide quality customer service support either face to face or through an alternate channel as required by the business. 
  • Demonstrates a customer service attitude and may participate in sales campaigns and assisting with mining sales files, identifying sales opportunities and making referrals where appropriate. 
  • May act as back up HIFC Branch Manager. 
  • Primary or Back up HBM role supervises the mutual fund sales business conducted within the branch (new accounts and trading activity) and acts as the primary point of contact for mutual fund customer inquiries requiring escalation. 
  • May provide timely, quality resolution of customer dispute inquiries that are received by phone, by mail or by email according to company policies, procedures and Customer Service standards. 
  • May Answer incoming inquiries from customers and merchants. Utilizes various resource data to immediately answer questions. Resolves challenging inquiries utilizing negotiation skills, while following guidelines in an effort to satisfy the customer. 
  • May work with other departments to provide resolutions to inquiries in a timely manner. 
  • May make suggestion to improve service standards. 
  • Other projects as required. 

 

Customers / Stakeholders 

  • Exceeds expectations in terms of speed, certainty and efficiency of response. 
  • Identify and understand customer needs in order to complete transactions and resolve issues quickly and efficiently. 
  • Act as second level escalation for handling more complex issues as well as a referral point for signing authority and approvals. 
  • Maintain superior and courteous service to internal and external contacts. 
  • Ensure branch orwork area is maintained in accordance with HSBC standards.
  • Deliver fair outcomes for our customers and ensure own conduct maintains the orderly and transparent operation of financial markets.

 

Leadership & Teamwork 

  • Promotes and contributes to team-based approach in completing tasks and meeting internal and external customer needs. 
  • Provide guidance to ORA Associates, Personal Bankers and Premium Bankers. 
  • Participates in quality, regulatory and compliance training in order to meet performance targets. 
  • Promotes an environment that supports diversity. 
  • Demonstrates Group capabilities. 
  • Promote an environment that supports diversity and reflects the HSBC brand. 

 

Operational Effectiveness & Control 

  • Ensure that all employees are aware of and effectively identify and manage applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks. 
  • Complete other responsibilities, as assigned. 

 

Role Context

  • Work is moderately complex and specialized in nature. 
  • Work involves routine and non-routine duties or tasks and is completed under general supervision. 
  • Work is completed according to well-defined, established procedures involving sound independent judgment. 
  • Supervisor or manager provides direction for items exceeding assigned authority or unfamiliar situations. 
  • Decisions and quality of work have an impact on the functional area and / or customers. 
  • Role involves exposure to customers as well as external vendors and service providers. 
  • Role requires ability to effectively handle diverse operational matters and unanticipated events. 
  • May work in call centre or branch environment where systems are available in meeting services quality objectives. 
  • May be required to work shifts outside of regular business hours. 
  • Authority Levels
  • Manager Level 1 (recommend for Community and Tier B Branch)
  • Cash In: 1,000,000
  • Cash Out: 1,000,000
  • Transfer Limit: 50,000,000
  • Clearing Limit: 50,000,000
  • Officer Approval for Overlimit Account: 1,000,000
  • Manager Level 2 (recommend for Tier A and Flagship branches, Community and Tier B on an as-needed basis eg. high commercial volume) 
  • Cash In: 5,000,000 
  • Cash Out: 5,000,000 
  • Transfer Limit: 250,000,000 
  • Clearing Limit: 250,000,000 
  • Officer Approval for Overlimit Account: 5,000,000 

 

Management of Risk

  • Ensure compliance of both general and anti-money laundering and anti-terrorist financing (AML/ATF) compliance controls as well as operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues.

 

 Observation of Internal Controls

  • Maintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.

 

Qualifications

Knowledge & Experience / Qualifications

  • Secondary school graduation. 
  • At least 1 year of experience in related role. 
  • Professional appearance and attitude. 
  • Career minded team player and development minded. 
  • Chargeback experience with MasterCard could be an asset.
  • Ability to meet volume, quality and regulatory performance targets. 
  • Excellent communication (verbal and written), customer service and interpersonal skills. 
  • Strong analytical and critical thinking ability. 
  • Proven ability to learn and operate new software and technology. 
  • High attention to detail with advanced time management and organizational skills. 
  • Ability to multi-task, handle large volumes, tight turnarounds and multiple deadlines. 
  • Ability to embrace change. 
  • Knowledge of HSBC’s products and services. 
  • Knowledge of HSBC’s policies, practices, and procedures. 
  • May require industry-specific courses to serve as back up to the HIFC Branch Manager. To serve as backup HBM the incumbent requires: 
  • Proficiency requirements* 
  • 2 years experience selling mutual funds 
  • Registerable as the BM under the applicable securities legislation. 
  • World Selection Portfolio certification (training provided by Asset Management Canada, AMCA). 
  • Ability to work independently. 
  • Ability to lead and guide others. 
  • Willingness to be mobile in local area. 
  • Experience with conflict resolution. 
  • Understands / speaks second language is an asset. 
  • Proficiency requirements could include any one of: 
  • Canadian Securities Course; 
  • Canadian Investment Funds Course; or 
  • Investment Funds in Canada AND the Branch Manager Course offered by CSI or IFIC; or 
  • A Branch Compliance Officers Course offered by Investment Funds Institute of Canadian Bankers.