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Added 3 hours ago
MT
Senior Manager Transaction Services
Meraki Talent
Toronto, ON · Greater Toronto Area, Canada
- Full-time
An established global consultancy firm is looking to expand its M&A Transaction Diligence team by appointing an experienced Senior Manager in transaction advisory.
Added 5 hours ago
RB
Client Advisor
Royal Bank of Canada
MB · STONEWALL, Manitoba
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 5 hours ago
RB
Client Advisor Kitchener/Waterloo
Royal Bank of Canada
Kitchener, ON
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 10 hours ago
TR
Vice-président(e) exécutif(ve) (VPE)
Tender Retail
ON · Ontario, Canada
- Full-time
…ses fonctions : ventes, soutien, développement de produits et services professionnels. Il s’agit d’un rôle concret, avec pleine responsabilité des résultats financiers (P&L), pour un(e)…
Added 11 hours ago
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Senior Associate, Account Transfers
BMO
Toronto, ON · YNG
- Full-time
Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
Added 11 hours ago
SC
Sales Associate
Staples Canada
Alexis Whitecourt 232, AB · Whitecourt, AB
- Part-time
Engage with and sell to all our customers by offering tailored products and services using all tools and techniques available in our selling model to anticipate and meet future customer…
Added 12 hours ago
WC
(CAN) Customer Service Manager
Walmart Canada
Hinton, AB
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 12 hours ago
WC
(FT) Cashier
Walmart Canada
Greenwood, NS
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager as required.
Added 12 hours ago
WC
Customer Service Manager
Walmart Canada
Port Perry, ON
- $15 CAD / hour
- Full-time
Position Summary...Working as a Customer Service Manager at Walmart Canada is a great opportunity to build strong leadership and operational skills in a fast paced retail environment. In…
Added 12 hours ago
WC
Front End Checkout Team Associate
Walmart Canada
Port Perry, ON
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 12 hours ago
WC
(CAN) Front End Checkout Team Associate
Walmart Canada
Brampton, ON
- Contract
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 12 hours ago
WC
(CAN) Front End Checkout Team Associate Temporary - Contract ends May 17, 2027
Walmart Canada
Brampton, ON
- Contract
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 12 hours ago
WC
(CAN) Associé, équipe de l’aire des caisses
Walmart Canada
Cowansville, QC
- Full-time
Refers appropriate service and transactional items to a Customer Service Manager or Front End Team Lead.
Added 13 hours ago
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Facility Manager III
BGIS
Montreal, QC
- Full-time
The Facility Manager III ensures that client facilities are operated and maintained cost-effectively, safely, efficiently as per the operating parameters of the Statement of Work and…
Added 13 hours ago
PC
Accounting and Transaction Advisory Senior Associate (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
The Capital Markets Accounting Advisory Services team (“CMAAS”) at PwC is a team committed to supporting clients through moments of exceptional change by providing accounting advisory…
Added 13 hours ago
B
Facility Manager III
BGIS
Kitchener, ON
- Full-time
BGIS is a leading provider of customized facility management and real estate services. With a combined team of over 10,000 professionals worldwide, we relentlessly focus on enabling…
Added 13 hours ago
OW
Oliver Wyman -Commercial Effectiveness and Private Capital Senior Consultant / Associate
Oliver Wyman
Toronto, ON
- Full-time
…from opportunity identification through due diligence to post-transaction value realization. Our approach is multi-specialist, leveraging deep industry knowledge and functional expertise to…
Added 13 hours ago
T
Bilingual (Englis/French) Contact Center Rep II
TD
Markham, ON
- Full-time
Identify customer needs and determine solutions to customer problems, particularly as it relates to digital banking products and services
Added 13 hours ago
T
Manager, Advice Center Performance Strategy
TD
Toronto, ON
- Full-time
…requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control of…
Added 13 hours ago
T
Manager, Advice Center Coaching Design & Leader Enablement
TD
Toronto, ON
- Full-time
…requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control of…
Added 13 hours ago
TS
TDS Operations Analyst II
TD Securities
Toronto, ON
- Full-time
TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience.…
Added 14 hours ago
T
Manager, Advice Center Performance Strategy
TD
Toronto, ON
- Full-time
…requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control of…
Added 14 hours ago
T
Manager, Advice Center Coaching Design & Leader Enablement
TD
Toronto, ON
- Full-time
…requirements (e.g. financial controls, segregation of duties, transaction approvals, and physical control of…
Added 14 hours ago
AG
Transmission Key Accounts Manager
ATCO Gas
AB · Edmonton, AB
- Full-time
As a Transmission Key Accounts Manager, you will serve as the primary point of contact for ATCO Gas and Pipelines' largest transmission customers. Working closely with customers and…
Added 14 hours ago
TH
Cashier Part Time - MISSISSAUGA W
The Home Depot
Mississauga, ON
- Part-time
Using the GET Involved approach to customer service, front-end associate greets each customer, engages them during the transaction and thanks the customer for their business.

Scotiabank

Business Systems Analyst - Transfer Agency Operations

Toronto, ON, M5H 1B6, Canada

Apply on jobs.scotiabank.com About employer

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.

Apply on jobs.scotiabank.com About employer

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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Work requirements

Jobs in Canada