Manager, Canadian Wealth Management Finance

Scotiabank; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dedicated Manager for Canadian Wealth Management Finance. This pivotal role involves overseeing financial reporting, forecasting, and branch planning for a leading brokerage business line. You will ensure the accuracy and timeliness of financial data, assist with strategic planning, and support business initiatives. Join a collaborative and inclusive environment that values your contributions and offers a competitive rewards package, including performance bonuses and health benefits. If you're passionate about finance and eager to make an impact, this opportunity is for you.

Benefits

Performance Bonus

Employee Share Ownership Program

Pension Plan Matching

Health Benefits from day one

Career Development Opportunities

Qualifications

• Professional accounting designation required.
• Strong analytical and communication skills are essential.

Responsibilities

• Responsible for monthly financial reporting and analysis.
• Assist with annual planning and special project work.

Skills

Analytical Skills

Attention to Detail

Interpersonal Skills

Communication Skills

Multi-tasking

Education

Professional Accounting Designation (CA, CGA, CMA)

Tools

Excel

OBI

Hyperion

Peoplesoft

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? - We'd 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

What’s 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.