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Added 4 hours ago
UO
Accounting Specialist, Accounting Operations
University of Calgary
Calgary, AB
- Full-time
Instruction and advice is provided to senior administration, administrators, faculties, departments and account holders regarding:
Added 9 hours ago
T
PIA Client Service Associate
TD
Markham, ON
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very…
Added 17 hours ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Radville, SK
- Full-time
Computer skills required, Service Advisor and/or Service Center an asset.
Added 17 hours ago
R
VP, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
Target Account Mapping: Identify target owner-operators and map their stakeholders, initiatives and buying triggers to focus outreach where ReVisionz can win
Added 17 hours ago
R
Director, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
Target Account Mapping: Identify target owner-operators and map their stakeholders, initiatives and buying triggers to focus outreach where ReVisionz can win.
Added 17 hours ago
R
VP, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
Target Account Mapping: Identify target owner-operators and map their stakeholders, initiatives and buying triggers to focus outreach where ReVisionz can win.
Added 18 hours ago
Parts Advisor (Honda Red Deer)
Go Auto
Red Deer, AB
Rev up your career as a Parts Advisor with our team! We are currently on the lookout for a talented individual who knows their way around auto parts, delivers top-notch customer service,…
Added 18 hours ago
R
Director, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
Target Account Mapping: Identify target owner-operators and map their stakeholders, initiatives and buying triggers to focus outreach where ReVisionz can win
Added 18 hours ago
K
Manager - Copilot and AI Productivity
KPMG
Montreal, QC
- Full-time
Act as a strategic advisor to executives and build lasting relationships based on trust.
Added 18 hours ago
R
Manager, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
Target Account Mapping: Identify target owner-operators and map their stakeholders, initiatives and buying triggers to focus outreach where ReVisionz can win.
Added 19 hours ago
R
Manager, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
Target Account Mapping: Identify target owner-operators and map their stakeholders, initiatives and buying triggers to focus outreach where ReVisionz can win
Added 19 hours ago
B
Operational Technology Cybersecurity Lead
BGIS
Toronto, ON
- Full-time
Build alignment among Information Security, IT, Smart Buildings, building operations, client account teams and external service providers.
Added 20 hours ago
J
Personal Line Insurance - Customer Service Representative
JobsMedia.io
Markham, ON
- Full-time
✅ Someone who thinks like an advisor, not just processes tasks
Added 21 hours ago
WW
Industry Advisor-Manufacturing & Distribution
World Wide Technology
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…Vertical Business Development organization in the role of Industry Advisor, Manufacturing & Distribution. WWT provides Digital Transformation solutions for our Manufacturing & Distribution…
Added 22 hours ago
YR
Elementary Long Term Occasional (LTO) 100% Grade 1 Homeroom
York Region District School Board
Markham, ON
- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 23 hours ago
PC
Stakeholder Engagement Advisor
Paladin Canada
Saskatoon, SK
- Full-time
Paladin Canada is seeking a talented Stakeholder Engagement Advisor to join our Community & Engagement team in our Saskatoon office. This is an exciting opportunity for someone who enjoys…
Added 1 day ago
AC
Senior Accountant, Assurance and Accounting
ACCA Careers
Mitchell, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 day ago
AC
Accountant, Assurance and Accounting (2027)
ACCA Careers
Thunder Bay, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 day ago
AC
Accountant, Assurance and Accounting (2027)
ACCA Careers
Fort Frances, ON
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 day ago
AC
Accountant, Assurance and Accounting - January 2027
ACCA Careers
Vernon, BC
- Full-time
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 1 day ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Redvers, SK
- Full-time
Computer skills required, Service Advisor and/or Service Center an asset.
Added 1 day ago
PC
310 Certified Technician
Parsons Corporation
Markham, ON
- Full-time
4+ years of practical experience in an automotive service or advisor role is an asset
Added 1 day ago
Account Executive, Commercial Insurance
Talent Acquisition Team at Westland Insurance. Text reply only.
Red Deer, AB
Westland Insurance Group Ltd has an exciting opportunity for an Account Executive, Commercial Insurance in our Red Deer office. You will be responsible for maintaining and growing a book of…
Added 1 day ago
PH
Employer Liaison
Prospect Human Services Society
AB · Edmonton, AB
- Full-time
Work closely with Career Advisor teams to identify client job targets and skill sets to help inform new employer partner outreach.
Added 1 day ago
Personal Insurance Advisor, Service
Navacord
Edmonton, AB · Calgary, AB
The Personal Insurance Advisor is an expert advisor responsible for servicing clients in a courteous and professional manner. These clientele may be principals of Navacord’s commercial…

Scotiabank

Business Systems Analyst - Transfer Agency Operations

Toronto, ON, M5H 1B6, Canada

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Applications open in a new tab.

Job details

Posting language: English
Posted: Oct 4, 2026

Original job description

Requisition ID: 275283

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

We are looking for a Business Systems Analyst who is equally comfortable in a room with transfer agency operations leaders and in a working session with engineers and data architects. You will own the analysis that connects how our investment products are manufactured, sold, and serviced to the systems, integrations, and data that make it all run.

This is a hands-on, technically strong role. Beyond documenting requirements, you will query the data yourself, read and shape interface specifications, trace a transaction from order capture through to settlement and the unitholder register, and challenge solutions that will not hold up operationally. You will be a trusted partner to the business and a credible voice with technology.

Is this role right for you? In this role you will:

Product and fund lifecycle new fund and series launches, fund mergers, terminations, series changes, and fund-code and reference-data set-up.
Fund operations dependencies NAV calculation and pricing, dealing cut-offs, distributions, fund accounting, custody, and the flow of data between the manager, fund accountant, custodian, and transfer agent.
Distribution direct, advisor, dealer, institutional, and intermediary channels, including nominee and omnibus arrangements and dealer-service models.
Product data fund, series, fee, eligibility, and pricing data that feeds regulatory documents, dealer platforms, websites, and reporting.
Investor and account servicing onboarding, account opening and maintenance, account hierarchies, authorized parties, investor records, and correspondence.
Transaction lifecycle purchases, redemptions, switches, transfers, pre-authorized contributions, systematic withdrawals, distribution reinvestment, reversals, and fee-related transactions, from order capture and validation through pricing, settlement, and confirmation.
Unitholder register holdings, transaction history, book value and cost information, statements, confirmations, and tax reporting.
Payments and settlement dealer settlement, bank and payment interfaces, cash movements, and exception handling.
Dealer compensation trailing commissions, service fees, rebates, and related data flows.
Reconciliation and controls reconciliations across the transfer agent, fund accountant, custodian, bank, and dealers; exception queues; approvals; audit trails; and segregation of duties.
Regulatory and compliance processes KYC, AML, sanctions screening, FATCA and CRS tax-residency reporting, privacy, and complaint handling.
Fundserv order, settlement, and account messaging, and dealer/manufacturer interactions experience.
Registered plans, including RRSP, RRIF, TFSA, RESP, FHSA, and locked-in plans, and their contribution, withdrawal, and tax-reporting rules.
Canadian tax reporting such as T3, T5008, NR4, and Québec RL slips.
Regulatory frameworks relevant to fund manufacturers and dealers, including NI 81-102, NI 31-103, Client Focused Reforms, CIRO requirements, and FINTRAC obligations.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

5+ years of experience as a Business Systems Analyst, Technical Business Analyst, or similar role in asset management, fund administration, wealth management, or investment operations.
Demonstrated hands-on experience with transfer agency processes and at least one transfer agency or investor-recordkeeping platform.
Solid understanding of the asset management manufacturing lifecycle and the interaction between transfer agency, fund accounting, custody, and distribution.
Working experience with mutual funds, ETFs, pooled funds, segregated funds, or alternative investment products.
Hands-on experience with transfer agency platforms such as SS&C IFDS (iFAST), Univeris, SS&C TA2000, FIS, or comparable investor-recordkeeping systems.
Working knowledge of the Fundserv standards and messaging, gained at a dealer or fund manufacturer.
Experience leading or supporting a large-scale transfer agency conversion, platform migration, or fund-lineup rationalization.
Exposure to connected TA ecosystem applications such as AML and sanctions screening, bank and payment systems, print and document-generation vendors, CRM, dealer-compensation, and workflow/case-management tools.
Experience with cloud data platforms (for example, Azure, Databricks, Google Cloud, BigQuery, or Snowflake) and reporting tools such as Power BI or Tableau.
Python or scripting skills for data analysis and automation; familiarity with API tools such as Postman or Swagger/OpenAPI.
Familiarity with ITIL-aligned incident, problem, and change management.
Exposure to AI, automation, or LLM-enabled workflow tools applied to operations or analysis.
Proficiency with Jira, Confluence, Azure DevOps, Visio, Miro, or equivalent tools.
CBAP, CCBA, PMI-PBA, Agile/Scrum, or Lean Six Sigma certification; Canadian Securities Course (CSC) or Investment Funds in Canada (IFC).

What's in it for you?

Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employee to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans.
Accessibility and Workplace Accommodations - We value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank continues to locate, remove and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements.
Upskilling through online courses, cross-functional development opportunities, and tuition assistance.
Competitive Rewards program including bonus, flexible vacation, personal, sick days and benefits will start on day one.
Dynamic Ecosystem - Free tea & coffee, universal washrooms, and lots of space for team collaboration.
Community Engagement - We offer opportunities for community engagement & belonging with our various programs such as hackathons.

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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More about this job

Responsibilities

The Business Systems Analyst will own the analysis connecting investment product lifecycles to the underlying systems, integrations, and data. They will act as a technical bridge between operations leaders and engineering teams to ensure operational integrity and efficient transaction processing.

Requirements

Candidates must have 5+ years of experience in asset management or fund administration with hands-on knowledge of transfer agency platforms. Proficiency in data analysis, scripting, and understanding of regulatory frameworks like NI 81-102 is essential for success in this role.

Skills

Business Systems Analysis
Transfer Agency Operations
Asset Management
Fund Administration
Wealth Management
Investment Operations
Data Analysis
SQL
Python
Fundserv
Cloud Data Platforms
API Tools
Jira
Confluence
Agile
Regulatory Compliance

Benefits

Diversity, Equity, Inclusion & Allyship
Employee Resource Groups
Accessibility and Workplace Accommodations
Upskilling
Tuition assistance
Competitive Rewards program
Bonus
Flexible vacation
Personal days
Sick days
Benefits starting on day one
Community engagement programs

Visa sponsorship

Not detected in the job text

Keywords

Business Systems Analyst
Transfer Agency
Asset Management
Fund Accounting
Fundserv
SS&C IFDS
Univeris
Azure
Databricks
Snowflake
Power BI
Tableau
Python
API
Jira
Confluence
Agile
Scrum
Lean Six Sigma
CBAP
CSC
IFC
KYC
AML
FATCA
CRS
NI 81-102
FINTRAC
Data Architecture
Investment Operations

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