manager, financial planning and analysis

Scotiabank; Mississauga; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading company in the financial sector seeks a Manager for Financial Planning and Analysis. This role encompasses overseeing a team in Lending Services, ensuring exemplary service delivery while adhering to compliance standards. Ideal candidates will have leadership experience and a strong focus on client satisfaction and operational efficiency.

Qualifications

• Experience in customer service roles with leading teams.
• Strong ability to manage operations and meet compliance standards.
• Proven skills in problem resolution and coaching team members.

Responsibilities

• Leads a team ensuring delivery of excellent client service.
• Manages operational activities and documentation in accordance with bank policies.
• Coaches team members for performance, development, and operational standards.

Skills

Customer Service

Team Management

Problem Solving

Coaching

Operational Risk Management

Job description

manager, financial planning and analysis

Title posted on CareerBeacon - Manager, Lending Services

Posted onJune 27, 2025 by Employer details Scotiabank

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manager, financial planning and analysis

Title posted on CareerBeacon - Manager, Lending Services

Posted onJune 27, 2025 by Employer details Scotiabank

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Job details

Requisition ID: 229154Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. PurposeLeads and oversees a designated team within the Lending Services business unit ensuring business strategies, plans and initiatives are executed/delivered in compliance with governing regulations, internal policies, and procedures. Responsible for a team that oversees the output of high quality and accurate client data including generating both customer and internal documents, fulfillment customer and partner requests and responding to inquiries and escalations. AccountabilitiesLeads and drives a client-driven culture throughout their team to deepen customer relationships and leverage broader Bank relationships, systems, and knowledge.Provides excellent client service by taking responsibility for escalated customer and partner inquiries, concerns, or complaints and resolving matters promptly and accurately. Demonstrates professionalism and commitment to achieving the highest level of customer satisfaction.Manages the activities of the business units supporting the Commercial and Small Business portfolios and attests to the validity of all related documentation and assigned processes by:Providing management oversight on the preparation and execution of intricate security and Business Banking documents to meet the requirements stipulated by the Bank's policies and procedures to support the fulfillment of new and the ongoing maintenance, amendment and service activities of existing accounts, products & services, and lending products & services (including instructions to lawyers, appraisers, and other contacts as applicable).Managing end-to-end processes, including the takeover accountabilities to ensure proper review of audit controls.Consulting with designated Branch, BBO employees, other Business Banking Partners, and Solicitors, as required, including escalating exception items for resolution.Applies judgement to identify, troubleshoot, and resolve day-to-day business, functional, and operational issues.Active participation in team daily huddles to help resolve issues and raise concerns where partners cooperation is required to ensure an exceptional customer experience, and drive deals and business.Manages employees and follows the Bank's Performance Management processes by:Coaching employees to achieve goals and objectives focusing on functional and behavioral skills, and to ensure the established operating standards are met to create positive fulfilment experiences for our customers and Banking partners.Coaching team(s) to execute against cascaded operational objectives.Being accountable for recruiting, performance management and talent development activities.Cascading organizational objectives and leading others to deliver business and operating results.Supporting the team in implementation of various projects (including pilots and test and learn).Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.Creates an environment in which the team pursues effective and efficient operations for 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.Builds a high-performance environment and implements 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.Contributes to the overall Pulse Score by championing opportunities to enhance the customer experience.Perform other related duties as

• Location Mississauga , ON
• Workplace information On site
• Salary $ 34.00 to $ 88.00 HOUR hourly
• Terms of employment Permanent employment Full time
• Starts as soon as possible
• vacancies 1 vacancy
• Source CareerBeacon #2169806

• Mississauga, ON

View the full job posting on CareerBeacon

Advertised until

2025-07-26

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