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Added 7 mins ago
Client Care Representative – Personal Insurance Associate
HUB International
100 Mile House, BC
Full-time
…network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so…
Added 52 mins ago
Wealth Management Advisor
Desjardins
Quebec, QC · Caisse Desjardins de Sainte-Foy
Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 52 mins ago
Client Financial Services Agent
Desjardins
Maniwaki, QC · Caisse populaire Desjardins de la Haute-Gatineau
Full-time
…communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development…
Added 52 mins ago
Wealth Management Advisor
Desjardins
Saint-Ubalde, QC · Caisse Desjardins de l'Ouest de Portneuf
Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 52 mins ago
Financial Services Representative (Mandarin/Cantonese)
CIBC
Toronto, ON
Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 1 hour ago
Manager, Branch Administrator
Richardson Wealth
Ottawa, ON
Full-time
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are…
Added 1 hour ago
ScotiaMcLeod Administrative Associate - St John's
Scotiabank
St. John's, NL
ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice,…
Added 1 hour ago
IT - Systems Administrator V Service Now - Systems Administrator
Robertson & Company Ltd.
Toronto, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 2 hours ago
Financial Services Representative - Full Time
Meridian Credit Union
Hamilton, ON
$50,000 to $53,000 CAD / year
Full-time
As our Financial Services Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 2 hours ago
Operations Officer I - Bilingual
Robertson & Company Ltd.
Montréal-Ouest, QC
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 2 hours ago
Oracle Cloud Developer
Nuvei
Remote, Canada
Remote
Implement integration security correctly, including OAuth and certificate-based authentication, service accounts, key and wallet management, and credential handling.
Added 3 hours ago
Financial Services Representative (Mandarin/Cantonese)
CIBC
Toronto, ON
Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 3 hours ago
Manager, Branch Administrator
Richardson Wealth Ltd
Ottawa, ON
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are…
Added 3 hours ago
Financial Services Representative
Northern Savings Credit
BC
Full-time
Northern Savings Credit Union is seeking a member-focused Financial Services Representative (FSR) to provide exceptional service and financial solutions. This role supports both personal…
Added 3 hours ago
Operations Officer III
Robertson & Company Ltd.
Toronto, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 4 hours ago
Wealth Experience Associate
ATB Financial
Calgary, AB
Full-time
The ideal candidate will be CIRO Registered as an Investment Representative, have experience supporting a wealth professional and a superstar with G-suite tools and other wealth management…
Added 4 hours ago
Sales Support Associate
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC
Full-time
The Business Initiatives Coordinator is a key support role for our members of the team of wealth advisors delivering wealth and retirement advice to Manulife clients. The Business…
Added 5 hours ago
Wealth Management Advisor
Desjardins
Montreal, QC · Caisse Desjardins du Réseau de la santé
Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 5 hours ago
Customer Service Representative - Eglinton & Mavis, Mississauga (30 hrs/week)
Scotiabank
ON · Mississauga, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 6 hours ago
Recruiter V
Robertson & Company Ltd.
Toronto, ON
Contract
…most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail…
Added 6 hours ago
Wealth Management Advisor
Desjardins
Mascouche, QC · Caisse Desjardins Le Manoir
Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 7 hours ago
Estate and Insurance Specialist
IG Wealth Management
Quebec, QC
Full-time
IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and…
Added 15 hours ago
Member Experience Representative (Temporary up to 12 months) - Repost
FirstOntario Credit Union
Hamilton, ON
Contract
The Member Experience Representative is responsible for providing the optimal member experience through exceptional member service and identifying and providing solutions for members'…
Added 16 hours ago
Member Service Support Representative (Full-Time, 14 Month Term) Oakbank
Access Credit Union
Beausejour, MB · Oakbank, MB · Whitemouth, MB
Full-time
The Member Service Support Representative provides a superior member experience by greeting members, responding to inquiries and promoting the products and services of the credit union…
Added 16 hours ago
Member Service Representative I (Full-time, permanent) Vita
Access Credit Union
Vita
Full-time
The Member Service Representative (MSR) provides a high standard of financial service to existing and potential members, processing transactions and building relationships while promoting…

Robertson & Company Ltd.

BA II (Data Services Analyst)

Toronto, ON, Canada

Pay: Employment Type: 18 months Base Salary: Starting form $36 per hour Location: Toronto, ON Location Type: Hybrid Business Hours: Monday-Friday, 8:30 AM to 5:00 PM
Job type: Contract
Apply by: Feb 18, 2028
Experience: 3+ year relevant work experience in Data Management
Posting language: English
Posted: Sep 24, 2026

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Original job description

Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private clients, commercial banking, treasury, and retail banking.

Introduction:
Robertson is seeking a skilled BA II (Data Services Analyst) to join our client in support of an existing vacancy.

Employment Type: 18 months
Base Salary: Starting form $36 per hour
Location: Toronto, ON
Location Type: Hybrid
Business Hours: Monday-Friday, 8:30 AM to 5:00 PM

Job Responsibilities:

Responsible for the management of accurate and timely data capture for legal terms/documentation between the Bank and its counterparties to facilitate operationalization of legal agreement terms
This includes the ability to review the legal agreements and codify terms in the appropriate system
Responsible for effective workflow, analysis and exception management of data related to the QFC Recordkeeping regulation, as well as trade exception queries
Responsible for effective workflow, analysis, and exception management of data related queries from both upstream and downstream consumers of the codified legal terms
Responsible for managing and updating the Scream tables that record netting status and product coverage for relevant legal agreements
Responsible to build and maintain strong relationships with all stakeholders across the bank and be available to service the deal flow with tight deadlines from global desks to operationalize legal agreement data
Collaborate with key technology partners to ensure that Trade Agreement data capture and Netting Table are running as efficiently as possible
Validate completeness of operational readiness activities and cutover planning for projects nearing go live and communicating status to Management team
Provide prompt and accurate responses to inquiries, escalating when necessary
Achieve a service standard of error free processing by ensuring accurate inputting of data to mitigate risk (e.g., reputational, financial, regulatory, operational risk)
Achieve Customer Service standards by adhering to strict Service Level Agreements
Work with Manager to ensure distribution of work and management of team mailbox are efficiently handled and prioritized to ensure quality and efficiency
Provide training to team members on best practices
Maintain and support business partner relationships across regions and respective business groups (e.g., Global Counterparty Credit, Enterprise Distribution)
Maintain and update procedural documents
Produce various management reports and maintain key metrics
Assist with gathering data for internal auditors and other control areas as required

Experience & Qualification Requirements:

University or college degree required
3+ year relevant work experience in Data Management
Sound knowledge and understanding of trading businesses and understanding of the operating environment, business processes and procedures, and the transaction lifecycle for Client Data Services as it relates to all businesses supported (e.g., Enterprise Distribution, Fixed Income, Institutional Equities, Corporate Lending)
Sound knowledge and understanding of Trade Agreements such as ISDA, CSA, MFSTA, GMRA etc. would be an asset
Excellent communication skills both verbally and written
Sound knowledge of Microsoft Office with advanced Microsoft Excel skills

How to Apply: If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson & the clients we represent, value diversity and are committed to creating an inclusive workplace. We invite all qualified individuals to apply.

Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.

We use AI technology as part of our application review process to assist with screening and assessment. All applications are also reviewed by our recruitment team.

Robertson & the clients we represent are equal opportunity employers, committed to diversity and inclusion. Robertson is a certified diverse supplier and actively seeks to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. We champion building a diverse and inclusive environment.

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More about this job

Responsibilities

Review legal agreements and accurately capture and codify their terms in relevant systems, while managing related data workflows, exceptions, netting tables, and stakeholder inquiries. Support operational readiness and cutover planning, maintain procedures and metrics, prepare management reports, and help ensure accurate, timely service in line with risk controls and service-level agreements.

Requirements

A university or college degree and at least three years of relevant data management experience are required. Candidates should understand trading businesses and transaction lifecycles, have strong communication skills, and demonstrate advanced Microsoft Excel skills; familiarity with agreements such as ISDA, CSA, MFSTA, and GMRA is an asset.

Skills

Data Management
Legal Agreement Review
Data Capture
Data Analysis
Exception Management
Trade Agreement Knowledge
Netting Table Management
Microsoft Excel
Microsoft Office
Workflow Management
Operational Readiness
Cutover Planning
Reporting
Written Communication
Verbal Communication

Visa sponsorship

Not detected in the job text

Keywords

Data Management
Data Services
Legal Agreements
ISDA
CSA
MFSTA
GMRA
QFC Recordkeeping Regulation
Trade Agreements
Counterparty Data
Data Capture
Data Codification
Netting Status
Product Coverage
Exception Management
Transaction Lifecycle
Trading Businesses
Fixed Income
Institutional Equities
Corporate Lending
Enterprise Distribution
Global Counterparty Credit
Microsoft Excel
Microsoft Office
Service-Level Agreements
Operational Readiness
Cutover Planning
Management Reporting
Internal Auditing
Risk Mitigation

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