Ville : Toronto

Catégorie : Full time

Industrie : Technology & Financial Services

Employeur : TMX Group

Venture outside the ordinary - TMX Careers

The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital markets.  United as a global team, we’re connecting cross-functionally, traversing industries and geographies, moving opportunity into action, advancing global economic growth, and propelling progress. Through a rich exchange of ideas, meaningful collaboration, and a nimble operating model, we're powering some of the nation's most critical systems, fueling capital formation and innovation, bringing increased opportunity to business visionaries, product ingenuity to consumers, and career exploration to our team.

Ready to be part of the action?

Client onboarding requires collecting and verifying critical information via forms and other documents for CCMS setup. Any inaccuracies can lead to delays, compliance risks, or operational issues.

This role is hybrid (2 - 3 days/week in the office) - based in Toronto, ON.

Key Accountabilities:

Accelerates Client Onboarding: A dedicated specialist ensures timely portal access, test case execution, and smooth end-to-end trade simulation.

Improves Client Experience: Centralized coordination and communication reduces delays, improves first impressions, and builds confidence in the platform.

Mitigates Operational Risk: A consistent resource managing testing timelines, waivers, and readiness checks helps avoid missed deadlines or untested scenarios.

Relieves Capacity Constraints: Currently, our internal team is stretched across onboarding, production, and testing support—limiting our ability to scale.

1. Ensuring Accurate Client Setup

• Purpose: Client onboarding requires collecting and verifying critical information via forms and other documents for CCMS setup. Any inaccuracies can lead to delays, compliance risks, or operational issues.

• Impact: The specialist works with the RM team to ensure clients receive the correct forms based on their specific needs (e.g., account-level restrictions, SWIFT details). They also act as a second set of eyes to confirm all details are filled out correctly, preventing errors during the onboarding process.

2. Supporting RM Team Coordination

• Purpose: The RM team often serves as the primary client contact but may not have detailed expertise in technical setup or specific CCMS requirements.

• Impact: The onboarding specialist bridges this gap by:

  • Validating forms for accuracy and completeness.

  • Providing clear guidance to the RM team on what additional details or supporting documents are required from clients.

  • Reducing back-and-forth communication with clients

3. Support for a Complex Ecosystem

• Purpose: CCMS involves multiple stakeholders, including custodians, counterparties, banks, and financial institutions, each with unique requirements and system configurations.

• Impact: A specialist ensures that each client’s specific workflows and technical setups integrate seamlessly into CCMS, minimizing disruptions during the onboarding phase

4. Facilitation of Real-Time Settlement

• Purpose: CCMS aims to deliver benefits such as real-time continuous settlement and efficient collateral transfers.

• Impact: A dedicated role ensures clients are fully prepared to leverage these features by completing testing and training prior to live trades, ensuring smooth execution.

5. Mitigation of Program Risks

• Purpose: The CCMS implementation involves complex risk areas, including account-level restrictions, eligibility criteria, and trade lifecycle management.

• Impact: The onboarding specialist mitigates risks by thoroughly validating client setups, test cases, and ensuring proper alignment with CCMS program requirements.

6. Enhanced Collaboration with Key Stakeholders

• Purpose: CCMS requires input and cooperation from multiple teams, including IT, operations, product, and legal.

• Impact: The specialist coordinates between teams to ensure all client requirements are addressed during onboarding, with particular focus on key program milestones, such as GTE1. 

7. Scalability for Future Expansions

• Purpose: CCMS is expected to onboard multiple clients, potentially including new counterparties, custodians, and dealers.

• Impact: A structured onboarding and testing approach, led by a specialist, ensures scalability without compromising the quality of client experiences.

8. Minimizing Operational Disruptions

• Purpose: Any issue in CCMS can have ripple effects on trades, settlements, and downstream processes.

• Impact: A dedicated onboarding and testing role identifies potential operational issues early, reducing disruptions and ensuring business continuity.

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Must have:

• 3 - 5 years’ experience in the Canadian Securities Financial Industry and/or Global Markets

• Hands-on experience with client onboarding and UAT/test coordination

• Expert with Excel, Experience with MS Office

• Ability to manage multiple client timelines simultaneously (8–10 clients in parallel)

• Deep knowledge of settlement processes, securities movements, and operational flows

• Proven stakeholder management across clients, ops, tech, and vendors

• Clear, structured communication (translate complex issues into client-friendly language)

• Strong issue triage + escalation management during testing cycles

• Familiarity with test environments (e.g., GTE1/Z1), test case execution, defect tracking

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Nice to Have:

• Background in change management or large-scale transformation programs

• Knowledge of messaging formats (e.g., SWIFT, ISO)

• Repo (repurchase agreements), Collateral Management experience

• Ability to create onboarding playbooks, training materials, and self-serve guides

• Data tracking/reporting skills (KPIs, onboarding progress dashboards)

• Experience running client workshops / operational training sessions

• Understanding of regulatory and collateral eligibility frameworks

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Salary Range: $70/h - $75/h CAD

Please note that the salary range included is a guideline only. The salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience. 

The recruiting efforts for this role are intended to fill a vacant position.

In the market for…

Excitement - Explore emerging technology and innovation, as well as ventures and digital finance that shape the future of global markets! Experience the movement of the market while grounded in the stability of close to 200 years of success.

Connection - With site hubs in some of the world’s most multicultural cities, we leverage our size and structure to create rich connections and belonging while experiencing powerful global impact through our work.

Impact - More than a platform, we use our talents to power mission-critical systems that drive global economic advancement, innovation, and growth. As well, our employee-led Team Impact spreads social good via our giving strategy.

Wellness - From empathetic leadership to a culture of flexibility and balance, we believe wellness at work creates the maximum yield and a stronger “we”. Plus, with a cloud-first and hybrid workstyle, as well as generous time-off and leaves, we support a life well lived! 

Growth - From a growth mindset in our work, to expansion in our business, TMX is home to action-takers energized by the achievement of ambitious growth.

Ready to enrich your career with impactful work, leaders who truly care, and the flexibility and programs to help you thrive as part of #TeamTMX ? Apply now.

Please note that our company is not currently sponsoring work permit applications and the applicant must be authorized to work in the country where this position is located. 

TMX is committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide accommodations for applicants and employees who require it.