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Added 1 min ago
IB
General Manager (Contract)
Indigo Books & Music
Thunder Bay, ON
- $57,000 to $93,000 CAD / year
- Full-time
The General Manager is accountable for every aspect of the store’s performance, ensuring all areas of the store are achieving key results. They are responsible for leading a team of…
Added 15 mins ago
R|
Animal Resources Division Manager – Montreal General Hospital Site
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Training and professional development opportunities,
Added 15 mins ago
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Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…governmental guidelines and regulations, the Clinical Trial Project Manager is responsible for the operational management of multicentre clinical research studies. The Project Manager…
Added 15 mins ago
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Clinical Research Coordinator – Nurse - CIM - Phase 1 Oncology
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the supervision of the Manager of Oncology Research, Centre for Innovative Medicine (CIM), the Clinical Research Coordinator - Nurse is responsible for supporting the successful…
Added 15 mins ago
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Clinical Research Coordinator – Endometriosis Research Program
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
Added 15 mins ago
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Project Manager, Capture and Optimization of Research Data (CORD) Platform
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
The Research Institute of the MUHC is seeking an interim Project Manager to join the Capture and Optimization of Research Data (CORD) platform of the Centre for Outcomes Research and…
Added 15 mins ago
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Licensed Practical Nurse (LPN) or Research Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…the team by completing additional tasks as directed by the…
Added 15 mins ago
AW
Business Operations Manager
Aisthetikos Wellness & Advanced Medical Aesthetics
Calgary, AB
- Full-time
Aisthetikos Wellness & Medical Aesthetics is looking for a thoughtful, organized, and motivated Operations Clinic Manager to join our growing team in Marda Loop, Calgary.
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MRI Technologist
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Work under the supervision of the CMR supervisor and Project manager.
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Clinical Research Coordinator – Ethics & Regulatory Affairs
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…of the CVIS Research Director and the CVIS Clinical Research Manager, the incumbent will be directly involved in several PI-Initiated and industry clinical trials and research studies,…
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Tremplin Program Coordinator
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
The Tremplin Consortium supports the career and professional development (CPD) and career preparedness of biomedical graduate trainees and postdoctoral fellows across affiliated research…
Added 15 mins ago
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Clinical Research Coordinator - Nurse
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Contract
Under the supervision of the Manager, Pediatric and Adult Research, Centre for Innovative Medicine (CIM), the Clinical Research Coordinator - Nurse is responsible for supporting the…
Added 15 mins ago
FC
Assistant Branch Manager Hamilton/Halton
FirstOntario Credit Union
Hamilton, ON
- Full-time
Up to $1000 per year towards professional development
Added 15 mins ago
FO
Senior Manager, Client and Funding Services - Net Zero Acceleration
Federation of Canadian Municipalities
Ottawa, ON · Greater Ottawa Metropolitan Area
- Full-time
Reporting to the Director, Client and Funding Services (CFS), the Senior Manager, CFS is responsible for functional and strategic leadership, planning activities and management of all…
Added 16 mins ago
Manager of Equipment Servces
United Services Group
Toronto, ON · Mississauga, ON · Brampton, ON
Monitor daily performance, analyze service trends, and provide feedback to manager to optimize Third-party Service Providers relationships and performance as related to daily schedules,…
Added 31 mins ago
ME
IT Operations Analyst
MCDOUGALL ENERGY INC
St. Thomas, ON
- Full-time
…Operations Analyst. Reporting to the IT Services and Operations Manager, the IT Operations Analyst is responsible for providing support for corporate solutions that enhance mission-critical…
Added 45 mins ago
M
Senior Data Analyst I, Product
Mistplay
Toronto, ON
- Full-time
…insightful analysis and driving analytics strategy. Reporting to the Manager of Data Analytics & Experimentation, you will collaborate with Product & Lifecycle Managers to plan and analyze…
Added 45 mins ago
MU
Electrical Maintenance Engineer
McGill University
Sherbrooke, QC
- Full-time
…capital planning, construction and renovation projects, and the development of technical standards that align with McGill University's operational requirements and long-term strategic…
Added 45 mins ago
Project Manager (Asset Management)
Region of Waterloo
Kitchener, ON
Works collaboratively with the Manager and business units across the corporation to plan, develop, implement, maintain, and continually improve the corporate asset management program and…
Added 45 mins ago
Project Manager III, Water and Wastewater Treatment
Halton Region
37 -
Responsible for detailed project planning and business case development, including scope prioritization, as well as schedule and cost definition.
Added 45 mins ago
BU
Education Instructor EDUC 3P45 Winter D3 S1
Brock University
St. Catharines, ON · Main Campus (Employees)
- Part-time
Title of Course: Reading and Literacy Development
Added 45 mins ago
BU
Education Instructor EDUC 3P97 Winter D3 S1
Brock University
St. Catharines, ON · Main Campus (Employees)
- Part-time
…immediate direct supervision. Active participation in curriculum development; sharing of responsibilities in careful test preparation; student assessment; prompt and accurate…
Added 45 mins ago
BU
Education Instructor EDUC 3P40 Winter D3 S1
Brock University
St. Catharines, ON · Main Campus (Employees)
- Part-time
3. Demonstrated expertise in literacy development, family engagement, family literacy practices and culturally responsive literacy practices
Added 45 mins ago
BU
Education Instructor EDUC 3P60 Winter D3 S1
Brock University
St. Catharines, ON · Main Campus (Employees)
- Part-time
…immediate direct supervision. Active participation in curriculum development; sharing of responsibilities in careful test preparation; student assessment; prompt and accurate…
Added 45 mins ago
BU
Education Instructor EDUC 5P37 Winter
Brock University
St. Catharines, ON · Main Campus (Employees)
- Part-time
2. Experience teaching graduate courses on child and adolescent development in educational contexts, developmental perspectives on education and educational issues in children and…

Scotiabank

Business Systems Analyst - Transfer Agency Operations

Toronto, ON, M5H 1B6, Canada

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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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