City : Toronto, ON, CA, M5H1H1

Category : Business and Financial Operations

Industry : Finance

Employer : Scotiabank

Requisition ID: 175597

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. 

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

POSITION SUMMARY
The Manager is responsible for monthly financial reporting and analysis, forecasting, and annual branch planning for ScotiaMcLeod Full Service Brokerage business line. In addition, provide support for finance-related issues.
    
KEY ACCOUNTABILITIES
1) Monthly Financial Reporting:    
a)    Oversee and produce the monthly staffing analysis and reporting
b)    Ensure timely delivery of the monthly financial reporting (ie: Interest Margin, Statutory Expenses, Real Estate payments, key metrics, etc)
c)    Prepare monthly and quarterly forecast updates for Senior Management decision making
             ensuring the completeness, accuracy, timeliness, and integrity of the financial results

2) ScotiaMcLeod Annual Planning, including
a)    Template development and distribution to ScotiaMcLeod branch and regional managers
b)    Review and reasonability of branch templates
c)    Aggregation and analysis of branch plans to confirm they align with Firm plan targets
d)    Loading into financial system
e)    Prepare annual Strategic Plan, and Stress Testing Plan processes ensuring completeness, accuracy and timeliness of information

3) Assist Senior Manager with special project work and ad-hoc Business analysis to support business strategies, including Business Line Management initiatives, Profitability Models, Business Development initiatives and operational efficiencies

QUALIFICATIONS
•    Professional accounting designation (CA, CGA or CMA) of equivalent experience 
•    The incumbent must be a self-starting, detailed oriented, results-focus and highly motivated individual with strong analytical skills and the ability to multi-task and meet tight deadlines 
•    In-depth knowledge of Wealth Management services and operations, and Advisor programs
•    Strong analytical skills with advanced competencies using Excel 
•    Working knowledge of financial software such as OBI, Hyperion, or Peoplesoft 
•    Must possess very good interpersonal and communication skills to effectively work with finance and business partners
•    A team player, willing to assist other members of the department
 

Location(s):  Canada : Ontario : Toronto 

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.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.