Is this role right for you? In this role you will: Support Business Line / Product Level Reporting and Insightful Analysis Support the Wealth Management Quarterly forecast and Annual profit plan processes Support Month-end and Quarter-end Reporting Supports the Director, Sr.

Manager and Managers in the information gathering process and analysis for strategic and tactical projects requested by Senior management Support ad-hoc analysis requests as required, including the development of Finance reports as requested and endeavor to improve financial information Provide resolution to Finance Division request for information on financial and management reports, revenue and expense analysis and any other finance-related inquiries; assist in various ad-hoc reporting for Senior Management Develop and maintain strong working relationships within Wealth Management Finance and Wealth Management business units as well as divisional support functions as required Direct financial reviews to improve management processes and standardize methodologies.

Implement and maintain constantly evolving performance measurement practices, and reporting by: Working with the Business Line to create and automate various annual plans and quarterly/multi-year forecast processes, including all balance sheet and P&L; items Lead the production of various monthly and quarterly performance dashboards and scorecards including value-added performance commentary and variance analysis Direct day-to-day activities in a manner consistent with the Bank’s risk culture and the relevant risk appetite statement and limits; communicate the Bank’s risk culture and risk appetite statement throughout their teams Create an environment in which his/her team pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk,



AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct Build a high-performance environment and implement a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communicating vison/values/business strategy and managing succession and development planning for the team Take accountability for providing excellent service and resolving customer problems promptly and professionally Identify factors that have an immediate effect on departmental business goals with a focus on short to mid-term goals Have strategic problem-solving skills and stay focused and present to task; ability to identify issues and recommend viable solutions Ability to efficiently manage multiple priorities to ensure timely delivery while giving strong attention to detail Be proactive and have positive working attitude Very strong communication, presentation and interpersonal skills allowing effective interaction with senior management and team members Lead high volume, maintain composure at busy times, and effectively delivery on time sensitive projects Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:



University undergraduate degree in Accounting/Finance/Commerce or other related field Accounting Designation preferred Strong knowledge of financial accounting and generally accepted accounting principles Minimum of 5 years of directly related experience in a financial area Must have previous database management experience, working with Hyperion or similar financial applications Thorough knowledge of Global Wealth Management’s products/services, business lines, financial reports, compliance, performance measurement, planning and analysis, service standards, legal and regulatory requirements Must have comprehensive knowledge of management/accounting methods and practices including product profitability, ROEE measurement techniques.

Strong strategic and analytical skills required to develop the vision, goals, strategies, and plans for the Finance Department aligning with the overall Bank strategy Thorough knowledge of all aspects of finance and the ability to continuously and critically analyze the current state for new concepts, insights and opportunities for improvement Solid initiative, forward thinking and creative problem-solving skills with the ability to create or stimulate integrated cross disciplinary strategic solutions Skilled in gaining the organizational commitment and alignment of various stakeholders in GWM using solid interpersonal skills and win-win outcomes Effective negotiation and influencing skills that can be applied across all functional levels and areas within the organization Demonstrated leadership skills and relationship management expertise What’s in it for you? The opportunity to join a forward-thinking company surrounded by a collaborative team of innovative thinkers. A rewarding career path with diverse opportunities for professional development.

Internal development to support your growth and enhance your skills.

An organization committed to making a difference in our communities - for you and our customers.

We have an inclusive and cooperative working environment that encourages creativity, curiosity, and celebrates success!

📌 Manager, Financial Planning & Analysis - Finance (Toronto)
🏢 Scotiabank
📍 Toronto