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OBSI - Ombudsman for Banking Services and Investments

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OBSI is Canada's trusted independent dispute-resolution service for banking services and investment complaints.

Toronto, Ontario

Financial Services
51–200 people

About

OBSI is Canada’s trusted independent dispute resolution service for consumers and small businesses with a complaint they can't resolve with their banking services or investment firm. As a free alternative to the legal system, we work informally and confidentially to find fair outcomes to disputes about banking and investment products and services. OBSI looks into complaints about most banking and investment matters including: mutual funds; bonds and GICs; stocks, exchange traded funds, income trusts and other securities; investment advice; unauthorized trading; fraud; debit and credit cards; mortgages; loans and credit; fees and rates; transaction errors; misrepresentation; and accounts sent to collections. Where a complaint has merit, OBSI may recommend compensation up to a maximum of $350,000. OBSI’s staff consists of qualified professionals from the financial services, law, accounting, dispute resolution and regulatory compliance fields. Current participating firms include: -Investment Industry Regulatory Organization of Canada (IIROC) member firms -Mutual Fund Dealers Association of Canada (MFDA) member firms -Mutual fund companies -Exempt market dealers -Portfolio managers -Scholarship plan dealers -Forex trading services -Domestic and foreign-owned banks -Credit unions -Federal trust and loan companies and other deposit-taking organizations

Open positions

Application & Systems Support Analyst (Dynamics 365 CRM)

Hybrid · Toronto

The Application & Systems Support Analyst provides technical support for Dynamics CRM, SharePoint, and related portals by troubleshooting and resolving incidents. They also contribute to problem management, system upgrades, and the documentation of processes to ensure operational excellence.

Legal Counsel

Hybrid · Toronto

The Legal Counsel provides legal analysis, advice, and support for OBSI’s compliance, privacy, and governance functions. They assist in managing regulatory reporting, conducting investigations, and drafting policies to ensure organizational accountability.

Case Assessment Officer (Intake & Assessment)

Remote · Canada

Act as the first point of contact for consumers and firms to answer inquiries and assess complaints. Determine if complaints fall within the organization's mandate and prepare them for assignment to investigators.

Case Assessment Officer (Intake & Assessment)

Hybrid · Toronto

Act as the first point of contact for consumers and firms to handle inquiries and assess case mandates. Prepare case summaries and electronic folders for investigators while identifying systemic issues.

Senior Investigator

Hybrid · Toronto

The Senior Investigator manages a caseload of banking and investment disputes, conducting thorough investigations to reach well-reasoned conclusions. They are responsible for interviewing parties, analyzing evidence, and drafting investigation reports or facilitating settlements.

Gestionnaire, service des Enquêtes

Hybrid · Toronto

Lead a team of investigators in the objective investigation and fair resolution of consumer complaints within the banking and investment sectors. Collaborate with the Investigation Management Team to maintain policies, monitor case volumes, and ensure consistency in outcomes.

Senior Manager, Case Assessment

Hybrid · Toronto

The Senior Manager, Case Assessment provides leadership and operational oversight to the Case Assessment team to ensure effective and consistent dispute resolution. This role is responsible for driving continuous improvement, managing team performance, and collaborating with internal stakeholders to support organizational goals.

Advisor, Knowledge Management

Hybrid · Toronto

The Advisor manages and improves the organization's knowledge assets, including content management systems and information architecture. They also develop guidance materials, deliver staff training, and collaborate with internal teams to support operational effectiveness.

Senior Manager, Case Assessment

Hybrid

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…

Manager, Investigations

Hybrid

Are you an experienced financial professional interested in public service and contributing to financial fairness and justice? We are currently looking for a Manager, Investigations with professional leadership experience in the banking and/or investments sector to lead a team specializing in the fair resolution of consumer complaints. 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 including banks, trust and loan companies, credit u…

Advisor, Knowledge Management

Hybrid

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…

Senior Investigator

Hybrid

Are you a talented financial services professional with investigations and dispute resolution experience interested in public service and contributing to financial fairness and justice? We are currently looking for Senior Investigators to join our ombudsman team. 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. Vacancy: New vacancy Salary Range: $80,000 - $110,000 W…

Application & Systems Support Analyst

Hybrid

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 t…

Advisor, Legal & Compliance

Hybrid · Toronto

The Advisor supports legal, compliance, privacy, and corporate secretarial functions to ensure the organization meets regulatory requirements. Key duties include managing compliance and privacy complaints, conducting audits, and assisting with regulatory reporting and board meeting coordination.