Title: Manager, Financial Planning & Analysis - Finance Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose The Manager, Financial Planning & Analysis supports the strategic direction, leadership and oversight for finance matters for Global Wealth Management (GWM) and Scotia Global Asset Management (SGAM) finance business partners, ensuring business strategies, plans and initiatives are supported in compliance with governing regulations, internal policies and procedures, and overall financial performance. Provides support for defining, managing, directing, delivering, planning and forecasting the overall financial processes, controls and reporting of data for Global Wealth Management and Scotia Global Asset Management. As a key partner to the overall GWM Finance management team, the Manager, Financial Planning & Analysis is responsible for applying analytics to develop and enhance the financial intelligence capabilities of Wealth Management Finance around planning and forecasting, financial analysis, regulatory changes, financial methodology, and strategic planning. This includes providing greater financial insight to the business lines partners (internal and external views), management and coordination of planning within Asset Management, and improving the financial production effectiveness.The incumbent reports to the Senior Manager and works in close partnership with the business leaders and other business partners, drive insightful analysis, and continuously looks for opportunities for process optimization. The Manager is required to demonstrate strong leadership skills to drive adoption of new financial planning (budgeting and forecasting)



processes and procedures within Asset Management.A key part of the role is to manage business relationships and provide deep-analytics and insights to support the business and drive business results. This includes conducting research and analysis based on industry and competitive intelligence (such as IFIC statistics, etc.), and structuring / organizing data and building efficient reporting solutions.In addition, the Manager is also responsible for managing the – (1) monthly / quarterly reporting, (2) development of the annual financial plans, (3) and quarterly forecasts for the business.The incumbent is also responsible for maintaining and continuous improvement of the management reporting system for Canadian Asset Management Finance and to support finance-related issues for the division.

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 effective 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

📌 Manager, Financial Planning (Toronto)
🏢 Scotiabank
📍 Toronto