Finance Manager, Canadian Wealth Management — Analytics & Planning

Scotiabank; Toronto; Hybrid; CAD 100,000 - 135,000; Full time

Benefits offered by this job

Hybrid workplace

Flexible working hours

Job summary

Scotiabank in Toronto seeks a Manager for Canadian Wealth Management Finance to lead financial analytics, budgeting and profitability analysis. You will support executives with timely, accurate financial data, develop models and improve analytics delivery across iTRADE Finance and related areas.

The role requires at least 5 years in finance/analytics, advanced Excel, Access and Power BI skills, plus strong communication with senior management.

Qualifications

• University undergraduate degree in Accounting/Finance/Commerce or related field.
• Minimum 5 years in finance or analytics function.
• Database management experience with Advanced Access, building queries, Macros, SQL experience; strong Excel.
• Power BI experience, especially DAX formulas.
• Knowledge of the brokerage industry is an asset.

Responsibilities

• Monthly database setup, maintenance, and extraction of financial information, ensuring data integrity.
• Prepare and administer key business metrics and analysis using MIS/Analytics tools (e.g., Account/Client Segment Profitability, Monthly KPIs, Weekly Trades/DARTs with commentary).
• Provide resolutions for finance-related issues through revenue and cost analysis and other P&L inquiries.
• Collaborate with senior management to resolve reporting inquiries; ensure timely delivery and accuracy.

Skills

Analytical skills

Communication skills

Attention to detail

Problem solving

Time management

Independence / initiative

Oral and written communication

Education

University undergraduate degree in Accounting/Finance/Commerce

Tools

Access

Excel

Power BI

PowerPoint

Oracle BI (OBI)

PeopleSoft

SQL

Job description

Scotiabank in Toronto seeks a Manager for Canadian Wealth Management Finance to lead financial analytics, budgeting and profitability analysis. You will support executives with timely, accurate financial data, develop models and improve analytics delivery across iTRADE Finance and related areas.

The role requires at least 5 years in finance/analytics, advanced Excel, Access and Power BI skills, plus strong communication with senior management.