Job Description

Requisition ID: 267347

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Business Analyst, Canadian Wealth Management Business Initiatives, supports the planning, analysis, and execution of cross–line of business strategic initiatives across ScotiaMcLeod, MD Financial Management, and SJF.

Working as a key team member within the Business Initiatives function, the BA role partners closely with the Director and the broader CWM and Product Owner team to conduct research, gather and document requirements, and support initiative delivery. The Business Analyst helps ensure business needs are clearly understood and translated into actionable insights, contributing to solutions that align with client needs, advisor experience, and the CWM strategic direction.

Is this role right for you? In this role, you will:

• Conduct detailed research and analysis to support strategic initiatives and business priorities across Canadian Wealth Management
• Gather, document, and validate business requirements from business line SMEs and key stakeholders.
• Analyze current state processes, identify gaps, and support development of future state recommendations.
• Prepare clear, structured documentation including business requirements, process maps, and supporting materials.
• Support engagement with business line partners to understand day-to-day challenges and opportunities.
• Consolidate input from multiple stakeholders into consistent, well-documented insights for review by the Director and broader team.
• Assist in tracking and organizing business feedback to inform prioritization and decision-making.
• Support the documentation of client and advisor journeys, including identifying pain points and improvement opportunities.
• Assist in ensuring solutions are aligned with business needs and are consistent across lines of business.
• Support initiative execution by tracking deliverables, timelines, and dependencies.
• Assist in preparing materials for working sessions and stakeholder updates.
• Maintain documentation and artifacts to support transparency, auditability, and knowledge sharing.
• Monitor progress against key milestones and escalate risks or issues to the Director where appropriate.
• Ensure all documentation and analysis aligns with the Bank’s risk, compliance, and governance requirements
• Support the incorporation of regulatory considerations (e.g., CIRO and OSC requirements) into business requirements and process design
• Maintain organized records of decisions, approvals, and key artifacts to support audit and regulatory reviews.
• Contribute to a collaborative, high-performing team environment by supporting knowledge sharing and continuous improvement.
• Demonstrate a strong attention to detail, accountability, and commitment to delivering high-quality outputs.
• Support a client- and advisor-focused mindset in all analysis and deliverables.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

• Undergraduate degree from an accredited university; business, finance, or related field preferred.
• 3–5 years of experience in wealth management, financial services, or business analysis roles.
• Strong analytical and problem-solving skills, with the ability to interpret business needs and translate them into clear documentation.
• Experience gathering and documenting business and functional requirements in a structured format.
• Familiarity with wealth management business models (full-service brokerage, advisory, and investment counsel) is an asset.
• Understanding of regulatory considerations impacting wealth management (e.g., CIRO, OSC) preferred.
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Effective written and verbal communication skills, with the ability to present information clearly and concisely.
• Proficiency in tools such as PowerPoint, Excel, and process mapping/documentation tools (e.g., Visio).
  

What's in it for you?

The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers. Your career matters! You will have access to career development and progression opportunities. An inclusive working environment that encourages creativity, curiosity, and celebrates success! You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one! You will relish work-life balance, team events, and opportunities to participate in the community

#SWM

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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.