Lead, Trade Reconciliation & Client Reporting

Scotiabank; Ottawa; On-site; CAD 120,000 - 190,000; Full time

Benefits offered by this job

Performance Bonus

ESOP

Pension Plan Matching

Banking Benefits

Health Benefits from day one

Job summary

Scotiabank in Ottawa is seeking a senior operations leader to guide a large team across trade reconciliation, settlement and client reporting for wealth-management services.

You will drive process improvements, ensure regulatory compliance including CIRO, manage third-party vendors, and partner with Technology, Risk, Finance and front-office teams to deliver accurate statements and timely settlements.

Qualifications

• Lead and develop a high-performing team in financial services/wealth mgmt operations.
• Oversee trade reconciliation, settlement and client reporting with regulatory awareness (CIRO).
• Manage third-party vendors and ensure service levels, quality and risk controls.

Responsibilities

• Lead the team and set performance expectations; coach and develop staff.
• Oversee daily trade reconciliation and settlement across dealer platforms; ensure timely processing.
• Ensure accurate and compliant client statements and reporting; manage regulatory disclosures.
• Manage relationships with external vendors providing printing, imaging and related services.
• Maintain controls, reconciliations and escalation processes across both mandates.
• Support multiple dealer and operating models; understand custody and omnibus nuances.
• Drive process improvements, automation opportunities and efficiency.
• Build partnerships with Technology, Compliance, Risk, and Finance across the bank.
• Lead through change; maintain service stability and employee engagement.
• Monitor KPIs and service levels; use data to address risks and drive improvements.

Skills

People leadership

Wealth mgmt operations

Trade reconciliation

Client reporting

Vendor management

Operational risk & controls

Process improvement

Stakeholder management

Clear communication

Tools

FundSERV

CDS

ATON

R-Broker

RevPort

Job description

Scotiabank in Ottawa is seeking a senior operations leader to guide a large team across trade reconciliation, settlement and client reporting for wealth-management services.

You will drive process improvements, ensure regulatory compliance including CIRO, manage third-party vendors, and partner with Technology, Risk, Finance and front-office teams to deliver accurate statements and timely settlements.