Select how often (in days) to receive an alert: Title: Senior Manager, Canadian Wealth Management Finance Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Please Note - Over-time required at peak periods, such as quarter-ends and annual planning season. Purpose The Senior Manager, Wealth Management Finance manages the financial analysis and reporting functions for Private Banking Business Line of Canadian Wealth Management segment of Global Wealth Management. Specifically, the incumbent is accountable for the integrity and comprehensive timely analysis of the monthly/quarterly results, quarterly forecasts, and annual profit plan for submission to Wealth Management & Finance. The incumbent is also responsible for the working together with the business on various complex incentive compensation plans related to Private Banking. Is this role right for you? In this role you will: Direct and manage annual Profit Plan and quarterly forecast processes for Private Banking Business line: Ensure timely submission of Annual Profit Plan including analysis of all major revenue and expense categories, variance and scenario analysis. Maintain/enhance the planning tools distributed to the Businesses for capturing detailed submissions and the analysis of all major revenue and expense categories. Recommend and develop financial models and set target levels and/or strategic benchmarks to Wealth Management business heads and management. Prepare monthly, quarterly, whole year revenue and expense forecasts for submission to Wealth Management and Finance. Prepare the annual 3 (5) Year Strategic Plan and the related stress testing scenarios. Direct and manage the monthly, quarterly,



and annual financial management reporting, maintaining effective control in place and ensuring timely and accurate information being reported to Finance & GWM Management: Coordinate the preparation of the monthly business line operating results, business line metrics & performance reports. Coordinate the monthly preparation & submission of expense & revenue accruals where necessary. Complete financial results, key measures, and commentary. Coordinate the completion of Investor Economics surveys along with other market surveys as required. Complete Quarterly Management Report (QMR) along with various Revenue & Expense reporting, variance analysis, and commentary for submission to Finance & GWM Senior Management. Act as an advisor to the business heads of GWM/CWM as well as provide support and act as a liaison with Finance as required. Work with the CWM business heads to provide/create product/customer profitability analytics in support of strategic business decisions. This requires the design and development of financial models to be used in the assessment of changes in business strategies and recent initiatives. Define the required changes and/or implement continuous improvement with regards to various systems and databases used to facilitate the required reporting. These include the PeopleSoft, EGL, MS Access Databases; and numerous Excel spreadsheets. Also, the incumbent is responsible for improving the reporting/planning processes by identifying opportunities for systems enhancements, specifically through the reduction on the dependence of complex spreadsheets. Advise and support Private Banking and Finance leadership on product pricing and profitability Work with partners across

📌 Senior Manager, Canadian Wealth Management Finance (Toronto)
🏢 Scotiabank
📍 Toronto