Senior Analyst Trading Support & Client Onboarding
HybridJob number36164CategoryIntermediate ProfessionalStatus:
PermanentStateCountryCanadaSchedule:
Full-Time14-Oct-2026Area(s) of interest:
Capital Markets and treasuryLocation(s):
TorontoThe Capital Markets InstitutionalTrading Support & Client Onboarding teamprovidesinstitutional clients with the highest qualityofserviceand supports multiple trading desks and groups includingInstitutional Equities, Options, ETF Market Making, Electronic Trading & Program Trading, Financial Products,Equity Capital Marketsand Risk Management Solutions.
As a primary contact forInstitutional clients you willwork closely with Traders to manage Client Onboarding & KYC / Due Diligence updates, client inquiries, manage account collateral, cash management, margin, security borrowing and lending, trade clearing & settlements, and client reporting, while ensuring the bank is minimized of any risk. You will share financial market expertise to provide information & recommendations regarding specific products and services like account types, (Cash, COD / DVP, Margin, Options, DMA), electronic trading, client reporting and online access.
Your role:
Work closely with Traders, Sales, Business Heads, Business Management, and Technology Support teams in various sectors within Financial Markets such asInstitutional Equities, Options, ETF Market Making, Electronic Trading & Program Trading, Financial Products, Equity Capital Markets,and Risk Management Solutions.
Provide excellent client service and share financial markets expertise with large Institutional and alternative asset management clientsPossess a strong understanding of risk management processes,



investment strategies and investment productsComprehend complex asset management strategies and understand the impacts to client portfolios with respect to cash / margin, collateral, corporate actions and manage overall bank risk in real timeCoordinate client day-to-day activities with internal partners including Trading Desks, Securities Lending, Fixed Income, Risk Management, Legal and Compliance, Cash Management, Foreign Exchange, Operational Risk, Accounting and TaxManage risk through monitoring of Trader Inventories and positions and ensure accurate reporting for PnLManage the segregation and buy-in process with clients, operational control and securities lending groupManage Client Onboarding and Trading Platform connectivity for Institutional Cash on Delivery, Cash Custody, Margin, Options, NCIB (Normal Course Issuer Bid), and At-The-Market clients and manage the KYC refresher process on an ongoing basisLead client meetings, identify existing and potential client issues, and provide efficient solutions to clientsDemonstrate strong communication skills and manage clear, concise internal and external communicationsLead projects, (such as regulatory updates, T+1, KYC for Compliance), strategic initiatives and business development growthReviewprocessesandprocedures,propose&implementimprovements; such as automation solutions,



and ensure documentation for business continuityFoster strong cross functional relationships with business partners for cohesive operational flow that maximizes efficiency and champions interdepartmental process improvementsTrain and mentor junior staffPrerequisites
Bachelor's Degree in Business, Economics and three years of relevant experience in a related field requiredGood knowledge of Capital Markets, Master's degree or CFA preferredExperience in middle office / trade support / brokerage services with a strong understanding of equity & derivative products, trade lifecycle & risk management principlesExcellent interpersonal, client service, leadership and communication skillsStrong analytical skills, process optimization, automation, programming / use of AICompletion of Canadian Securities Course (CSC), Conducts and Practices Handbook (CPH), and licensing with CIRO within 6 months required, completion of Options Licensing Course (OLC) and licensing with FINRA within a yearBilingualism both spoken and written (English and French) is considered an assetLanguages:
Press space or enter keys to toggle section visibilityCapital Markets Client Relations Communication Diversity & Inclusion Leadership Multitasking Onboarding Personal Support Stress Management Teamwork Initiative Active collaboration Active listening Cross-team CollaborationIn addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible perks to help promote your wellbeing and that of your family such as:Health and wellness program, including many optionsEmployee Share Ownership PlanEmployee and family assistance programPreferential banking servicesInvolvement in community initiativesVirtual sleep clinicWe have an offer that keeps up with trends as well as your needs and those of your family.
Our dynamic work environments and cutting-edge collaboration tools foster a positive employee

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