Catalyst: Global Wealth Management Operations

2 months ago

Ottawa, Canada Scotiabank Full time

Requisition ID: 204305

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

**Catalyst Operations Rotational New Graduate Program**

Start Date: June 2025

Location: Ottawa, Ontario

Application Deadline: 10/14/2024

The Catalyst Operations Development Program is your one-stop shop for launching a supercharged and dynamic career in Operations The world of Operations is fast-paced and ever-changing.

As a Catalyst, you will join as a full-time employee and will complete three rotations within different areas of Global Wealth Management Operations over the 24-month program. Upon successful completion of the program, you will transition into a permanent role where you will leverage your experience and continue to support critical bank operations.

**Global Wealth Management Operations** (GWMO) provides support on day-to-day operational activities and strategic initiatives for Scotiabank’s Canadian wealth management businesses and Canadian and international asset management entities. As a GWMO Catalyst, you will develop your skills in data analytics, project management, and strategy work.

**Is this program right for you? In this program you will**:

- Project management and project tracking.
- Perform data entry, data analysis, and data reconciliation.
- Build dashboards and presentations for management.
- Review client opening documentation and code accounts.
- Review and process transactions related to mutual fund trades, dividends, interest, and corporate actions.
- Collaborate with various stakeholders across the Bank including advisor teams, trading desks, other broker/dealers, various operations departments, and management.
- Support calculation of Net Asset Value per share daily of assigned funds.
- Serve as a team player and support ad-hoc requests wherever needed.

**Do you have the skills and requirements that will enable you to succeed in this program?**
- A College diploma or Undergraduate degree completed between April 2024 and May 2025.
- You have experience working with Microsoft Office Suite
- It is an asset if you have experience with data visualization tools such as Power BI and Tableau
- You love to learn and envision yourself working for an international organization that heavily invests in your future.
- You enjoy being involved in extracurricular activities such as conferences, clubs, competitions, and/or hackathons.
- You are available to work in a hybrid work arrangement with in-office days in Ottawa for the duration of the program.

**What's in it for you?**
- You’ll be part of a diverse, collaborative, innovative, and inclusive team.
- You’ll join your own program cohort as well as the greater community, bank-wide, across all new grad programs in TILT.
- A dedicated Program Manager to support with your learning, goals, and development.
- Customized workshops, executive masterclasses, leadership courses, learning curriculum and capstone projects.
- Individualized development plans, mentorship, and exclusive access to leaders.
- TILT Orientation Week, socials, wellness sessions, community outreach events, TILT Learning & Development Week, graduation ceremony.
- As a member of an international cohort, you will be based in Ontario, Canada but directly connected to your Catalyst peers in Bogota, Colombia.
- You will have exclusive access to our Catalyst Clubhouse network and alumni, potential Spanish HOLA classes for your development and so much more

How do I apply?
- Complete a short one-way video interview here.
- To be considered, you must complete _**_all_**_ steps above._

Location(s): Canada : Ontario : Ottawa

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

  • Catalyst: Global Wealth Management Operations

    2 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 204305 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Catalyst Operations Rotational New Graduate Program** Start Date: June 2025 Location: Ottawa, Ontario Application Deadline: 10/14/2024 The Catalyst Operations Development Program is your one-stop shop for launching a...

  • Wealth Manager MSO1

    2 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Position Overview:As a Wealth Manager with Aviso Wealth, you will play a pivotal role in helping our members achieve their financial goals. By taking ownership of term renewals and offering tailored financial solutions, you will empower our members to build a customized financial wellness plan that meets their unique needs.This position requires strong...

  • Wealth Management Representative

    2 weeks ago

    Ottawa, Ontario, Canada Aviso Wealth Full time

    Job Title: Wealth Management Representative - Customized SolutionsAbout Us:Aviso Wealth is a leading financial services company dedicated to helping our clients achieve their financial goals. Our team of experienced professionals provides expert guidance and support to help individuals and families build customized financial wellness plans.Job Description:We...

  • Wealth Management Associate Consultant

    2 weeks ago

    Ottawa, Ontario, Canada Richardson Wealth Ltd Full time

    About UsRichardson Wealth Ltd is a leading Canadian wealth management organization, offering a boutique firm experience with big results. With offices across the country, we provide an ideal platform for top advisors and their high-net-worth clients to thrive.Our Ambitious Growth StrategyWe aim to triple our Assets under Administration (AUA) to $100 billion...

  • Digital Wealth Administrator Ottawa

    6 months ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 182881 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Digital Wealth Administrator to join our team. Reporting to the Senior Manager, Digital...

  • Manager, Account Administration

    6 months ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 195499 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Manager, Account Administration you will be responsible for leading Account Administration in Global Wealth Management (GWM) and supporting MD Financial Management’s lines of business, ensuring the team’s mandates and...

  • Outbound Cc Wealth Focused Mso1

    5 months ago

    Ottawa, Canada Aviso Wealth Full time

    **Position Overview**: By taking ownership of term renewals this incumbent will assist our members build a customized financial wellness plan that serves them now and into their future. The incumbent will assist the MSOW2s, build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise,...

  • Global Security Operations Center Manager

    3 months ago

    Ottawa, Canada GardaWorld Full time

    Ready to be part of the great GardaWorld team? Reporting to the Branch Manager, the Global Security Operations Center (GSOC) Manager oversees and leads the highly specialized GSOC team to deliver unparalleled security services, ensuring operational excellence and adherence to the highest industry standards. This role requires a strategic vision and a...

  • Portfolio Manager

    5 months ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 182188 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Portfolio Manager to join our team. The Portfolio Manager occupies a key role within MD...

  • Outbound CC Wealth Focused MSO1

    6 months ago

    Ottawa, Canada Aviso Wealth Full time

    Position Overview:By taking ownership of term renewals this incumbent will assist our members build a customized financial wellness plan that serves them now and into their future. The incumbent will assist the MSOW2s, build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise,...

  • Advisor Assistant

    6 months ago

    Ottawa, Canada Alterna Full time

    **Scope of Position** Under the direction of the Team Lead, Wealth Management Operations - Wealth Management, the Advisor Assistant will be responsible for providing day-to-day support services to the Wealth Management sales force in IIROC platform. Responsibilities include assisting in the preparation of client meetings, transaction documentation, and...

  • Total Wealth Planner

    6 months ago

    Ottawa, Canada Scotiabank Full time

    Requisition ID: 191739 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to the overall success of the Total Wealth Planning, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the...

  • Associate Portfolio Manager

    2 weeks ago

    Ottawa, Canada MD Financial Management Full time

    Requisition ID: 211300 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Associate Portfolio Manager to join our team. As an Associate Portfolio Manager, you will...

  • Outbound CC Wealth Focused MSO1

    3 months ago

    Ottawa, Canada Aviso Wealth Inc Full time

    Position Overview:By taking ownership of term renewals this incumbent will assist our members build a customized financial wellness plan that serves them now and into their future.  The incumbent will assist the MSOW2s, build YCU’s profile in the community as a professional and preferred provider of wealth management products, services, and expertise,...

  • Global Security Operations Center Coordinator

    2 months ago

    Ottawa, Canada GardaWorld Full time

    Ready to be part of the great GardaWorld team? Reporting to the Branch Manager, the Global Security Operations Center (GSOC) Coordinator oversees and leads the highly specialized GSOC team to deliver unparalleled security services, ensuring operational excellence and adherence to the highest industry standards. This role requires a strategic vision and a...

  • Wealth Associate

    1 month ago

    Ottawa, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Downtown...

  • Strategic Wealth Management Consultant

    2 weeks ago

    Ottawa, Ontario, Canada Pivot + Edge Full time

    About Pivot + Edge:We are a dynamic wealth management company that prioritizes exceptional client experiences. Our mission is to provide tailored financial advice, including discovery, integrated planning, estate planning, and philanthropy, investment management, tax strategies, and corporate strategies. We pride ourselves on our client-centric approach,...

  • Wealth Banker

    6 months ago

    Ottawa, Canada Alterna Savings Full time

    Scope of Position The Wealth Banker will drive the provision of investment-oriented financial advice, investment sales, asset consolidation and new client/member acquisition within assigned branches. The Wealth Banker works in conjunction with branch staff and is responsible for managing and building an assigned book of business made up primarily of...

  • Trust Officer, Scotiatrust, Scotia Wealth Management

    1 month ago

    Ottawa, Canada Scotiabank Full time

       Requisition ID: 210013Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Trust Officer working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager supporting the company's strategy and revenue goals by profitably delivering a best in class client...

  • Global Career Advancement Manager

    4 weeks ago

    Ottawa, Ontario, Canada Time 4 Change Global Full time

    Empowering Personal and Professional GrowthWe are seeking a talented individual to join our team at Time 4 Change Global as a Global Career Advancement Manager. This role presents an exceptional opportunity to leverage your expertise and drive meaningful change in the lives of our clients.Key ResponsibilitiesDevelop and implement strategic marketing plans to...