Associate, Retail Banking and Global Wealth Management Treasury Specialist

4 weeks ago


Toronto, Ontario, Canada Scotiabank Full time

Key Responsibilities:

  • Support the Retail Banking & Global Wealth Management Treasury team in managing financial transactions, capital, liquidity, and funding requirements to optimize balance sheet and funding utilization.
  • Collaborate with the Director, Retail Banking (CB) & Global Wealth Management (GWM) Treasury, to provide strategic direction on the optimal utilization of allocated capital, liquidity, and funding across sub-business lines and products.
  • Assist in positioning the domestic balance sheet to meet customer demand, within market conditions, and to maximize business line return on allocated capital and earnings, within internal and regulatory constraints.
  • Monitor and challenge the business line's balance sheet to ensure actions taken produce the appropriate and expected results, using key metrics such as Net Interest Margin, Wholesale Funding Utilization, Liquidity Risk, and ALM activities.
  • Identify and execute opportunities to optimize the Balance Sheet of the broader Bank/Retail Banking/GWM.
  • Monitor business line customer pricing against FTP and WSF levels to guide business line strategy.
  • Support the delivery of ad-hoc and strategic analysis/presentations to senior management regarding capital, liquidity, and related metrics for individual businesses within the division.
  • Support the review of regulatory changes through a Treasury lens and their impact on Retail Banking & GWM business units, and assist in liaising with businesses on internal application of these proposals.
  • Provide project management support by evaluating progress, liaising with groups to identify and resolve issues, and ensuring objectives are met or surpassed.
  • Support Bank-wide initiatives such as ESG and DEI.
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursue efficient operations in accordance with Scotiabank's Values, Code of Conduct, and Global Sales Principles, ensuring day-to-day business controls meet obligations regarding operational, compliance, AML/ATF/sanctions, and conduct risk.
  • Champion a high-performance environment and contribute to an inclusive work environment.

Requirements:

  • Bachelor's degree in business, finance, mathematics, or economics.
  • Master's degree or recognized Professional designation in a specialized area of finance or business (CFA/Accounting) is an asset.
  • Experience in a related field, Treasury, Liquidity Risk Management, or Treasury Strategy role at a bulge bracket bank.
  • Understanding of CB and GWM business line products and FTP methodologies.
  • Knowledge of functions and activities, including liquidity and funding risks associated with secured funding, prime brokerage, derivatives, and commitments products.
  • Awareness of banking regulations (LCR, NSFR, NCCF) and sound practices (Basel, OSFI, etc.).
  • Ability to understand the regulatory environment in Canada and consider potential effects on investment, liquidity, structural risk, and ALM activities.
  • Ability to review balance sheet and business funding usage, including forecasting.
  • Proficient at Microsoft Excel (modelling, analysis, forecasting) and PowerPoint (presentations to senior management).
  • Results-driven with the ability to deal with complex issues.
  • Strong interpersonal, organizational, and project management skills, with the ability to work in a fast-paced environment with multiple priorities.
  • Superior communication skills with the ability to influence executives across the organization.

What We Offer:

  • An inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success.
  • A competitive rewards package, including performance bonus, Employee Share Ownership Program, and Pension Plan Matching, Health Benefits from day one.
  • Career development and progression opportunities.


  • Toronto, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Retail Banking and Global Wealth Management Treasury team as an Associate. In this role, you will be responsible for assisting in the execution of business strategies, plans, and initiatives in compliance with governing regulations, internal policies, and procedures.Key...


  • Toronto, Ontario, Canada Scotiabank Full time

    About the RoleThis role is accountable for assisting in ensuring business strategies, plans, and initiatives are executed and delivered in compliance with governing regulations, internal policies, and procedures.Key ResponsibilitiesSupport the Retail Banking & GWM Treasury team in managing FTP, capital, liquidity, and funding requirements associated with the...


  • Toronto, Ontario, Canada Scotiabank Full time

    Embark on a challenging career path as a Global Capital Markets Treasury Optimization Specialist at Scotiabank.About the RoleThe estimated annual salary for this role is approximately $120,000 - $180,000 CAD based on location and experience. The position reports directly to the Director, Global Capital Markets (GCM) Treasury and focuses on ensuring business...


  • Toronto, Ontario, Canada Scotiabank Full time

    Assist Director, Global Cash Management (GCM) Treasury in executing business strategies and initiatives while ensuring compliance with governing regulations and internal policies. Key responsibilities include developing a solid understanding of GCM business line strategies, providing guidance on liquidity and funding risk mitigation, and assisting in...


  • Toronto, Ontario, Canada Scotiabank Full time

    Job SummaryThe Associate Director, Global Cash Management Treasury will assist in ensuring business strategies, plans, and initiatives are executed and delivered in compliance with governing regulations, internal policies, and procedures.This role will develop a solid understanding of GCM business line strategies (Capital Markets and Business Banking) and...


  • Toronto, Ontario, Canada Royal Bank of Canada> Full time

    Job OverviewAt Royal Bank of Canada, we're seeking a highly skilled and experienced individual to join our Subsidiary Banking team as a Strategic Treasury Banking Manager for Global Expansion. This role will be based in Toronto, Canada, and will focus on promoting Subsidiary Treasury Management (STM) as the point of first call for RBC's internal subsidiary...


  • Toronto, Ontario, Canada BMO Full time

    OverviewBMO Financial Group is a leading financial institution dedicated to delivering innovative solutions that empower businesses and individuals to achieve their goals.Salary: $81,600 - $151,200 per annumAbout the RoleOur team is seeking an experienced Global Treasury Solutions Specialist to join our Corporate Treasury group. As a key member of our team,...

  • Treasury Manager

    1 month ago


    Old Toronto, Ontario, Canada TD Bank Full time

    Treasury Manager - Liquidity Risk SpecialistJob Summary:We are seeking a highly skilled Treasury Manager to join our team at TD Bank. As a Liquidity Risk Specialist, you will be responsible for measuring and managing changes in TD Bank's cash flows, collateral pledging requirements, and funding needs to ensure adequate liquidity levels while minimizing...


  • Toronto, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking an experienced Associate Director to join our Global Capital Markets team. In this role, you will assist in ensuring business strategies, plans, and initiatives are executed and delivered in compliance with governing regulations, internal policies, and procedures.As a key member of our team, you will develop a solid understanding...


  • Toronto, Ontario, Canada Optimize Wealth Management Full time

    Optimize Wealth Management is a premier wealth management company based in Toronto, ON. We provide personalized financial solutions and advice to our clients, including financial planning, portfolio management, tax preparation, debt management, and estate planning.The core of our approach is to match clients' financial and life goals with personalized...


  • Old Toronto, Ontario, Canada Scotiabank Full time

    Job SummaryAs a Director & Head, Treasury Management Officer, you will provide leadership and strategic direction to ensure business strategies, plans, and initiatives are supported in compliance with governing regulations, internal policies, and procedures. You will partner closely with Corporate & Investment Bankers while overseeing an industry portfolio...


  • Toronto, Ontario, Canada Brightview Wealth Management Full time

    Job OverviewBrightview Wealth Management is a boutique wealth management firm dedicated to helping clients accumulate wealth and achieve financial success. Our vision is to provide top-tier financial products and sound advice to match our clients' unique needs.As a Brightview Wealth Management Financial Service Representative, you will join our Toronto...


  • Toronto, Ontario, Canada Scotiabank Full time

    Job Title:Director & Head, Treasury Management OfficerAbout the Role:As a Director & Head, Treasury Management Officer, you will provide leadership and strategic direction to ensure business strategies, plans, and initiatives are supported in compliance with governing regulations, internal policies, and procedures.Key Responsibilities:Lead a customer-focused...


  • Old Toronto, Ontario, Canada Sumitomo Mitsui Banking Corporation Full time

    Job SummaryWe are seeking a highly experienced and skilled Vice President of Treasury Operations to join our team at Sumitomo Mitsui Banking Corporation. The successful candidate will be responsible for managing a team of payments processing specialists, overseeing payments and reconciliations processes, and ensuring the day-to-day operational readiness and...

  • Strategic Leader

    1 month ago


    Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 204062Scotiabank is seeking a seasoned professional to lead our Global Risk Management team in Wealth Management. As a Strategic Leader, you will be responsible for ensuring the assigned portfolios of Global Wealth Management loans are maintained in sound condition and within the Bank's current credit policy.Key Responsibilities:Lead and...


  • Toronto, Ontario, Canada Nicola Wealth Full time

    Role OverviewNicola Wealth is seeking a skilled Wealth Planning Associate to join our Advisory Services Division. As a key member of our team, you will provide exceptional financial planning and strategic wealth management services to our high-net worth clients.Key ResponsibilitiesSupport Wealth Advisors in delivering first-class financial planning and...


  • Toronto, Ontario, Canada Element Fleet Management Full time

    Unlock Your Potential in a Dynamic Treasury EnvironmentAt Element Fleet Management, we're redefining the fleet management industry by putting people first. As a key player in our Treasury team, you'll have the opportunity to make a real impact on our business and help us deliver exceptional client experiences.About the RoleWe're seeking a highly skilled...


  • Toronto, Ontario, Canada Scotiabank Full time

    Global Transaction Banking RoleScotiabank's Global Transaction Banking (GTB) is the payments and transaction engine of the bank. We support Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in-class service model, making it easy for clients to do business with us.As businesses build their...


  • Toronto, Ontario, Canada Wipro Limited Full time

    About WiproWipro Limited is a leading technology services and consulting company that helps clients transform their businesses by leveraging our comprehensive portfolio of capabilities in consulting, design, engineering, operations, and emerging technologies.As a Senior Treasury Management Specialist at Wipro, you will be part of our team that delivers...


  • Toronto, Ontario, Canada CB Canada Full time

    Treasury Operations SpecialistJob SummaryCB Canada is seeking a highly skilled Treasury Operations Specialist to facilitate daily treasury operations, provide accurate cash reporting, and assist with bank structure management. The successful candidate will produce and monitor reports that aid in forecasting cash needs for the business and execute treasury...