Analyst or Associate Financial Resource Management

Attendance: On-Site

Employment Category: Senior Professional

Type of Contract: Permanent

Join a high-impact team in Capital Markets where financial strategy meets innovation. As an Analyst or Associate in the Financial Resource Management team, you’ll play a key role in optimizing Capital Markets structures and processes under capital, liquidity, regulatory, and operational tax constraints. This role bridges the gap between trading desks, operations, and external resource requirements, ensuring efficiency and compliance across the board.

You’ll work closely with Global Finance and Global Equity business lines, as well as Wealth Management areas when needed. Collaboration with the Corporate Tax Advisory team and international offices will be central to your success.

Your Job

• Execute daily and weekly transactional controls across Capital Markets business lines.
• Compile and analyze transaction and dividend reports in collaboration with the Corporate Tax group.
• Represent the team in governance forums such as the Tax Capability Sync and the Client Onboarding and Management Capability Sync.
• Act as a subject matter expert in cross-functional initiatives involving New Products, Operations and tax-operations-related processes.
• Review and assess operational risk events related to tax matters.
• Contribute to selected business and regulatory transformation initiatives.

Your Team

The Financial Resource Management team partners closely with Capital Markets traders and Business Heads to advise on optimal allocation of financial resources. The team oversees business development and evaluates capital, liquidity, regulatory, and tax operations processes for efficiency. It also leads critical regulatory projects impacting Capital Markets and, when needed, Wealth Management.

You will report to the Managing Director, Financial Resource Management. The team values collaboration, agility, and continuous improvement in a fast-paced, resource-constrained environment.

This role may be based in Montreal or Toronto and requires working on-site five days per week. For candidates interested in an international opportunity, a similar position is also available in London, UK.

Requirements

• Bachelor’s or master’s degree in business, finance, tax or a related field.
• 3–5 years of experience in capital markets, custody, or tax operations.
• Strong analytical and problem-solving skills.
• Excellent interpersonal skills and ability to build effective relationships across Financial Markets and Wealth Management.
• Self-starter with the ability to work independently.
• Programming skills (e.g., Python, SQL) or willingness to learn is an asset
• Experience with regulatory or tax reporting tools is an asset

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Flexible group insurance
• Generous pension plan
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We 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 experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!

Additional required languages: English, French

Skills: Capital Markets, Communication, Entrepreneurship, International Tax, Problem Solving, Initiative, Regulatory Reporting, Agility, Tax Planning & Reporting, Tax risks, Collaboration, Relationship Management