Trust Officer, Indigenous Wealth Solutions
Toronto, ONScotiabank
Candidates need proven client service and sales target experience, strong communication and negotiation skills, and knowledge of trusts, investments and taxation. Experience with professional administration (law, accounting, estate and trust) and Indigenous governance or cultural protocols is valued. NATOA or STEP membership is desirable.
Client relationship management, Forecasting, Sales, Risk management, Regulatory compliance, Taxation
Senior Manager, IRS Tax Reporting (GWO)
Toronto, ONScotiabank
Candidates need prior tax reporting or tax operations experience in financial services, deep knowledge of QI, FATCA, Chapters 3 and 4, Section 1446 and Forms 1042, 1042-S, 1099 and 945, and experience leading teams and audits. A CPA, CA or similar designation is preferred, and Broadridge systems experience is an asset.
Broadridge TFP, Broadridge TXSY, CDS, DTCC, BFS, AS400
Business Systems Analyst - Transfer Agency Operations
Toronto, ONScotiabank
5+ ansCandidates need 5+ years as a business or systems analyst in asset management, fund administration or wealth management, with hands-on transfer agency platform experience. Strong knowledge of mutual funds, Fundserv and reconciliation controls is expected, with Python, cloud data tools and API skills as assets.
SS&C IFDS (iFAST), Univeris, SS&C TA2000, FIS, Power BI, Tableau