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About the Role

The Capital Markets Client Onboarding & Support team provides the highest quality service to institutional clients and supports various trading desks and groups, including institutional equities, options, ETF market making, electronic and program trading, structured products, equity capital markets, and risk management solutions. As the primary contact for institutional clients, you will work closely with traders to manage client onboarding and KYC/Due Diligence updates, client inquiries, account collateral management, cash management, margin, securities borrowing and lending, trade settlement and clearing, and client reporting, all while ensuring risks to the bank are minimized. You will share your financial markets expertise to provide insights and recommendations on specific products and services such as account types (Cash, COD/DVP, Margin, Options, DMA), electronic trading, client reporting, and online access.

Responsibilities

Work closely with traders, sales teams, business managers, corporate actions, and technology support teams across various capital markets sectors such as institutional equities, options, ETF market making, electronic and program trading, structured products, equity capital markets, and risk management solutions.
Provide excellent client service and share financial markets expertise with large institutional and alternative asset management clients.
Possess a strong understanding of risk management processes, investment strategies, and investment products.
Understand complex asset management strategies and their impacts on client portfolios in terms of liquidity/margin, collateral, corporate actions, and manage the bank's overall risk in real-time.
Coordinate daily client activities with internal partners, including trading desks, securities lending, fixed income, risk management, legal and compliance, treasury, foreign exchange, operational risk, accounting, and tax.
Manage risks by monitoring trader inventories and positions and ensuring accurate P&L reporting.
Manage the segregation and redemption process with clients, operational control, and the securities lending group.
Manage client onboarding and transaction platform connectivity for institutional clients in delivery versus payment, cash collateral, margin, options, NCIB (Normal Course Issuer Bid), and At-The-Market, and manage the ongoing KYC update process.
Lead client meetings, identify existing and potential client issues, and provide effective solutions.
Demonstrate strong communication skills and manage clear and concise internal and external communications.
Lead projects (such as regulatory updates, T+1, KYC for compliance), strategic initiatives, and business development growth.
Review processes and procedures, propose and implement improvements such as automation solutions, and ensure documentation for business continuity.
Foster strong cross-functional relationships with business partners for a consistent operational flow that maximizes efficiency and advocates for inter-departmental process improvements.
Train and mentor junior staff.

Requirements

Bachelor's degree in Business Administration, Economics, or a related field, along with three years of relevant experience in a related field, required.
Good knowledge of financial markets (Capital Markets); a Master's degree or CFA designation considered an asset.
Experience in middle office, trade support, or brokerage services, with a strong understanding of equity and derivative products, transaction lifecycle, and risk management principles.
Excellent interpersonal skills, customer service orientation, leadership, and communication abilities.
Strong analytical skills and an interest in process optimization, automation, programming, and the use of artificial intelligence.
Successful completion of the Canadian Securities Course (CSC), the Conduct and Practices Handbook (CPH), and obtain registration with CIRO within six months of hire. Successful completion of the Options Licensing Course (OLC) and obtain required FINRA licenses within one year of hire.
Bilingualism, both spoken and written (French and English), is considered an asset.

Skills

Capital Markets
Client Relationship
Communication
Diversity and Inclusion
Leadership
Multitasking
Onboarding
Personal Support
Stress Management
Teamwork
Initiative
Active Collaboration
Active Listening
Cross-team Collaboration

Location

Toronto

Work Type

Hybrid
Permanent
Full-time

Experience Level

Intermediate Professional

Education Level

Bachelor's degree

Benefits

Competitive compensation
Flexible benefits program for well-being
Flexible group insurance
Generous pension plan
Share purchase plan
Employee and family assistance program
Preferred banking services
Involvement in community initiatives
Telemedicine service
Virtual sleep improvement clinic

About the Company

We are a human-sized bank that stands out for its audacity, entrepreneurial culture, and passion for people.
We exist to make a positive impact on people's lives.
Our core values of camaraderie, agility, and empowerment are our sources of inspiration.
Inclusion is at the heart of our commitments.
We aim, as much as possible, to provide a barrier-free work environment that is accessible to all employees.
We offer dynamic work environments and modern collaboration tools that promote a pleasant employee experience.
We place great importance on the ideas of our staff members.
Continuous dialogue and feedback are encouraged through surveys and programs.
Opportunities for advancement and development are numerous and varied to allow you to progress in your career.
We value inclusion in an environment where the expression of unique characteristics, visible and invisible, is celebrated.
We welcome applications from all backgrounds and would like to know what you can add to our team.

Equal Opportunity

We wish to provide, to the extent of our means, accessibility measures during the recruitment process. If you need accommodation, do not hesitate to let us know during your first exchanges with us.
We welcome candidates from all backgrounds and would like to know what you can add to our team.