Requisition ID: 264667
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose of JobThe Senior Business Analyst, Scotia Jarislowsky Fraser (SJF) is responsible for the effective development, design and implementation of the core data management and analytical processes of the business. Areas of focus will be twofold with an emphasis on management / sales staff reporting and analytics used to inform and monitor key growth and sales initiatives. Main responsibilities will involve working towards an increase in customer profitability, growth drivers of the business, and production of a central repository of high quality information to support strategic initiatives.
Is this role right for you? In this role you will:Develop and maintain a central repository of key financial, client and business metrics
Gather Data And Key Information ByLeveraging source systems and databases for direct data/information extractsIdentifying alternative information sourcesCompiling/consolidating data/information from multiple sourcesGathering information through interviewing, questionnaires, source documents, liaising with other departments and key stakeholdersOrganizing the data collected in a clear, consistent manner
Maintain Data Integrity Of Core Information Sources ByEnsuring a robust understanding of the underlying information and systems to identify inconsistencies within data sourcesAddressing systematic issues when required to improve the accuracy of direct data extractionTaking corrective measures when necessary to correct and validate raw data
Develop And Maintain Reporting And Analysis For SJF ByConducting analysis independently by reviewing, monitoring and analyzing large sets of data to derive trends and important developmentsIdentifying and investigating issues to ensure validity of conclusions
Support For Strategic Growth Initiatives ByFormulating conclusions and provide recommendations to Senior Management based on analysisEnsuring the analysis is clear, logical, accurate and properly documented
Own Monthly, Quarterly And Ad-hoc Reporting Which IncludeBusiness results reporting in the form of robust dashboards (Power BI)



leveraging key performance indicatorsClient management reporting for sales staff to assist in client relationship management and sales prospecting effortsCompliance adherence reportingSupport key strategic initiatives within SJF
Develop recommendations on how to proceed on key strategic initiatives by:Formulating conclusions and providing recommendations to Senior Management based on the analysisEnsuring the analysis is clear, logical, accurate and properly documented
Track and monitor progress and levels of success (sales trending) by:Developing and implementing key performance indicatorsEnsuring a clear and concise process for monitoring resultsSupport and execute the administration of the SJF compensation plans
Work With Internal Partners In Administration Efforts ByTracking and monitoring results and assisting in applying parameters/drivers of the compensation plans for measurementCalculating and reconciling compensation factors for purposes of paymentCalculating and reconciling quarterly performance scoresReviewing and validating that measurement is accurate and transparentDeveloping and maintaining distribution procedures of payment information and supporting data
Liaise with participants of the plan(s) to address questions or concerns by:Leveraging repository of client and financial results to investigate payments if requiredMaintaining database of non-standard measures that need to be tracked and actioned on a quarterly basisProvide Superior Service and Support to SJF Staff by:Co-ordinating the development and launch of key initiatives with end users and stakeholdersLiaising with and coordinating internal departments to resolve issues being encountered with field staffIdentifying and developing tools and resources to assist SJF relationship managers in their efforts to deliver an outstanding client experienceResponding to daily and ad hoc inquiries from the Relationship Managers and Regional and Market Leadership teams.Contribute to the effective functioning of the SJF Head Office team by:Participating actively in team learning development activities and team performance achievementsBuilding effective working relationships across the team and with various business lines and corporate function contactsMaintaining a high level of customer serviceFacilitating a culture of open and honest communicationActively participating and contributing to touch bases and team meetingsEncouraging the generation of new ideas and approachesActively share knowledge and experience to enhance the development of all team members
SkillsDo you have the skills that will enable you to succeed in this role? We would love to work with you if you have:
University Degree or College Diploma or equivalentMust have good knowledge of the broad Wealth Management offeringAt least 2 years of related experience with an emphasis on data and trend analysis and researchStrong mathematical aptitude, analytical skills and knowledge of statistical concepts and methodologyAdvanced excel knowledge required to effectively write queries, develop reports, analyze data, identify trends and create graphical illustrations for presentationsProficiency in Power BI, Excel, Microsoft Word, PowerPoint;
Strong verbal and written communication skillsAbility to work both as a team member and independently with general oversightExcellent organizational skills, attention to detail, flexibility and commitment to follow throughSignificant level of expertise in the mining, gathering and analyzing of relevant information / data with a focus on maintaining a high level of data validity, effective and efficient extraction of information and the ability to distribute and present results in a highly skilled format
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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.
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📌 Senior Business Analyst, Scotia Jarislowsky Fraser - Toronto (Winnipeg)
🏢 Scotia Wealth Management
📍 Winnipeg