Investment & Personal Banking Specialist - Plaza Glenwood, Gatineau, Qc

Scotiabank; Gatineau; On-site; CAD 80,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a highly skilled Business Systems Analyst to join its Wealth Management team in Gatineau. The role requires a minimum of 5 years of experience, focusing on finance and system modernization. Responsibilities include collaborating with stakeholders, transitioning legacy systems to modern platforms, and ensuring smooth communication between users and technical teams. Candidates must have a strong understanding of microservices and investment products. This position requires a minimum of 4 days onsite each week.

Qualifications

• Minimum 5 years of experience as a Business Systems Analyst in Finance.
• Proven experience on digital transformation or system modernization.
• Strong understanding of microservices and APIs.

Responsibilities

• Collaborate with stakeholders to gather requirements for system transitions.
• Act as a liaison between business users and technical teams.
• Work closely with product owners to define user stories.

Skills

Business Systems Analysis

Digital Transformation

Microservices

APIs

Data Analysis

SQL

CRM Management

Education

Undergraduate degree

Tools

JIRA

Confluence

Salesforce

Power BI

Job description

Business Systems Analyst - Wealth Management, Trading

Posted 14 days ago

WORK MODE: MINIMUM 4 DAYS ONSITE REQUIRED

We are seeking a highly skilled Business Systems Analyst to join our team.

Key Responsibilities

• Collaborate with business stakeholders, solution architects, and development teams to gather and translate requirements for transitioning legacy wealth management systems to modern platforms.
• Act as a liaison between business users and technical teams, ensuring smooth communication and solution delivery.
• Work with development teams to implement integration solutions, ensuring they meet business requirements and align with organizational standards.
• Work closely with product owners and scrum teams to define epics, user stories, and acceptance criteria in Agile environments.
• Investigate and resolve integration‑related defects, providing timely and effective support.

Must Have Requirements

• Minimum 5 years of experience as a Business Systems Analyst, focusing on Finance and wealth advisory domains.
• Proven experience on digital transformation or core system modernization initiatives.
• Strong understanding of microservices, APIs, cloud‑native architecture, and integration patterns.
• Solid knowledge of investment products and services (equities, fixed income, mutual funds, ETFs, etc.).

Mandatory Technical & Functional Skills

• Advisor and discount brokerage experience in Domestic and International EQ Trading, Fidessa, FIX, Foreign Exchange, stock symbols and their identifiers (SEDOL, ISIN, etc.).
• Account Positions – real‑time position updates, margin calculations, concentration loan value.
• Account Activity – real‑time updates for various transactions (order execution, funds transfers, security transfer in/out, dividends, credit issues, buy‑ins and sell‑outs).
• Crisis Management – failover to redundant path, outage processes, mitigating financial and reputational risk to firms.
• Data Analysis and Data Mapping – good experience with SQL, Excel.
• Broadridge Financial Systems brokerage functions (or equivalent vendor used as Book of Record).
• Investigation, Analysis, Requirements – pristine documentation for analysis and requirements.
• Administrative Tasks – taking minutes, booking meetings, sprint planning sessions, etc.
• AMF daily stand‑ups, sprint planning, grooming, sprint 0, JIRA User Stories, Confluence – ability to break down stories into one sprint.
• Fast‑paced Environment – candidate should manage multiple projects concurrently.

Preferred Qualifications

• Quick learner, good multitasker who manages multiple projects simultaneously.
• Prior RBC or RBC Wealth experience – ideal.
• Agile or Scrum certification (CSPO, SAFe) or business analysis certification (CBAP, PMI‑PBA).
• Exposure to regulatory frameworks (SEC, FINRA, MiFID II) and data privacy compliance (GDPR, CCPA).

IT Risk Analyst

Posted 25 days ago

Location

Toronto (minimum 4 days onsite); responsibilities across UK, Toronto, India.

Role Overview

The IT Risk Analyst will be responsible for reviewing, documenting, and managing IT risk findings across multiple regions. This role requires a senior, independent professional with a strong understanding of IT risk standards, audit processes, and the ability to challenge and improve risk management practices.

Key Responsibilities

• Review and assess IT risk findings: evaluate findings created by application teams, focusing on non‑compliance issues (e.g., NPIDs, vulnerabilities, DLP, expired passwords).
• Ensure findings are properly documented and milestones for remediation are tracked and addressed.
• Play a review role rather than direct remediation; ensure standards are followed and findings are closed appropriately.
• Work closely with internal and external auditors, project teams, and operational risk teams to provide evidence and meet audit requirements.
• Facilitate audits, including application security, data security, IAM, PAM, and compliance (e.g., GDPR, NYDF).
• Coordinate quarterly/monthly governance calls to highlight risk issues and progress.
• Support project risk assessments, including preparing and reviewing documents such as IRP, IT Risk Triage, and related artifacts.
• Collaborate with PMs, tech leads, and custodians to ensure risk documentation is complete and accurate.
• Ensure effective communication with application teams, auditors, and stakeholders regarding risk findings and remediation plans.
• Make teams accountable for addressing findings and ensure timely follow‑up.
• Identify gaps in current risk management practices and propose improvements.
• Support the development and refresh of risk integration activities, crown jewel reviews, and app lists.

Preferred Qualifications

• Prior experience in banking, finance IT, or wealth management risk functions.
• Familiarity with Archer, Tableau, and other risk management/reporting tools.
• Experience working with global teams and managing cross‑regional risk activities.

Administrative Assistant (Financial Services / Advisor Support)

Posting details: hourly salary $27‑29, 19‑month contract, full‑time 37.5 hours/week; hybrid role – 3 days in Ottawa office.

Responsibilities

• Act as the first point of contact for clients, answering questions and addressing service needs.
• Assist with account maintenance, including updating client information, processing requests, and executing transactions.
• Schedule and coordinate client meetings, preparing necessary documentation and reports.
• Respond promptly to client inquiries via phone, email, or in‑person interactions, ensuring excellent customer service.
• Manage the advisor’s calendar, including scheduling meetings, client appointments, and conference calls.
• Handle incoming correspondence, prioritize, and distribute to the appropriate team members.
• Maintain accurate client records in CRM systems, ensuring compliance with regulatory requirements.
• Prepare client reports, statements, and presentations for meetings.
• Ensure all documentation is properly filled out, signed, and filed in compliance with regulatory standards.
• Stay updated on regulatory changes and work with the compliance department to ensure adherence.
• Assist in preparing for audits and regulatory reviews.
• Process account openings, transfers, and updates.
• Handle submission of trade orders under the direction of the investment advisor and monitor account activities for accurate execution.
• Assist the advisor in developing and preparing financial plans, portfolio reviews, and investment proposals.
• Gather and organize financial data and research for advisor review.
• Support in preparing investment reports and analysis for clients.

What you will need to succeed

• Undergraduate degree (strongly preferred).
• Previous experience in a similar role, preferably within the financial industry.
• Expert proficiency in Microsoft programs (Outlook/Teams/Word/Excel/PowerPoint).
• Fluent in CRM/Salesforce; Power BI is an asset.
• Exceptional organizational and time‑management skills.
• Excellent verbal and written communication skills.
• Strong attention to detail and ability to prioritize tasks effectively.
• Proven ability to work in a team environment.
• Discretion and the ability to handle sensitive information with integrity.
• Knowledge of financial terminology and concepts – a plus, but not required.
• Ability to build effective partnerships.
• Unwavering curiosity and a passion for learning.

Salesforce QA

Posted 7 days ago – minimum 4 days onsite, Toronto.

Role Overview

Perform functional and configuration testing on Salesforce CRM applications. Preferred experience with FSC Financial Services Cloud.

Key Responsibilities

• Configure and validate Salesforce components such as Roles, Profiles, Permission Sets, Groups, Triggers, and Execution Batches.
• Conduct manual and automation testing for Force.com custom applications.
• Write and execute SOQL and SOSL queries for data validation and testing.
• Design, create, and manage test cases, test data, and test progress metrics using qTest, JIRA, ALM.
• Develop and maintain automated test scripts using Playwright, Selenium, Provar, and other automation frameworks.
• Perform API testing using Rest Assured or Postman.
• Design and build scalable automated test frameworks for web, mobile, and API layers.
• Maintain source code management using Git; ensure adherence to best practices.
• Collaborate with cross‑functional teams to ensure quality standards and timely delivery.

Required Skills & Qualifications

• At least 10 years of experience in Salesforce CRM testing and automation.
• Strong functional knowledge of Salesforce (Sales, Service, or Marketing Cloud).
• 10+ years of experience in Web, Mobile UI, and API Automation.
• High‑level expertise in Java, with clear understanding of OOP concepts.
• Hands‑on experience with automation tools: Selenium, Playwright, Provar, Rest Assured.
• Proficiency in SOQL/SOSL queries for Salesforce data validation.
• Experience with Test Management tools: ALM, JIRA, qTest, Confluence.
• Knowledge of CI/CD pipelines and automation integration (Jenkins preferred).
• Familiarity with GenAI tools such as GitHub Co‑Pilot.
• Strong analytical, problem‑solving, and communication skills.

What Locations Can I Find These Jobs In?

Available in Canada; specific locations include Toronto, Gatineau, Ottawa, and potentially other Canadian cities.

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