Manager, Canadian Wealth Management Finance (224262)
Manager, Canadian Wealth Management Finance (224262)
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Job Description
Requisition ID: 224262
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
The Manager for Canadian Wealth Management Finance 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.
Is this role right for you In this role you will:
1) Monthly Financial Reporting:
Ensure timely delivery of the monthly financial reporting and analysis for statutory expenses key metrics etc.
Prepare monthly and quarterly forecast updates for Senior Management decision making
o ensuring the completeness accuracy timeliness and integrity of the financial results
Oversees and complete the Real Estate lease administration process and ensures the timely reimbursement of all lease obligations
Responsible for the monthly journal entries ensuring accuracy of financials providing resolution to management upon their review
2) Annual Planning including
Template development and distribution
Review and reasonability of branch templates
Aggregation and analysis of branch plans to confirm they align with Firm plan targets
Loading into financial system
Prepare annual Strategic Plan ensuring completeness accuracy and timeliness of information
3) Prepares and delivers the Branch Manager Report package monthly responding to any follow up questions from the branch network as required
4) 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
Do you have the skills that will enable you to succeed in this role - Wed love to work with you if you have:
Professional accounting designation (CA CGA or CMA) of equivalent experience
Self starter detailed oriented results-focus and highly motivated individual with strong analytical skills 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
Whats in it for you
- An inclusive & collaborative working environment that encourages creativity curiosity and celebrates success!
- We offer a competitive rewards package: Performance bonus Employee Share Ownership Program and Pension Plan Matching Health Benefits from day one!
- Your career matters! You will have access to career development and progression opportunities.
#scotiafinancejobs
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.
Required Experience:
Manager
Employment Type
Full Time
