Job Description

Requisition ID: 242322

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

Purpose

The Senior Business Analyst Reporting is responsible for contributing to Private Banking’s overall success by providing credit and sales support to the Private Banking Account Management teams, assisting with the monitoring of all business plans and assisting with product offering and development activities. In addition, the analyst is responsible for supporting the business line for all retail and commercial support systems.

What you will be doing:

Provide ongoing field support to Private Banking units within Scotia Wealth Management by:

• Offering expert advice and counsel
• Providing sales support for areas not supported by external groups
• Assisting with the roll out of new initiatives impacting Private Banking units
• Maintaining a working knowledge of the day to day operation of the Private Banking Units in order to effectively communicate with all levels of staff
• Process onboarding/offboarding of manager codes and system set up
• Manage the preparation and dispatch of Financial Reporting
• Researching service and product related requirements
• Playing a crucial role in optimization and automation of financial reporting preparation processes
• Consolidating/aggregating data from multiple sources and reconciling
• Organizing the data collected in a clear, consistent manner
• Investigating variances and discrepancies proactively as they occur providing commentary to senior management and Private Banking Units

Contribute to the effective functioning of the Private Banking Head Office team by:

• Participating actively in team learning development activities and team performance achievements.
• Building effective working relationships across the team and with various business line and corporate function contacts
• Maintaining a high level of client service
• Facilitating a culture of open and honest communication
• Actively participating and contributing to touch bases and team meetings

Do you have the skills to enable you to be successful in this role? We would love to work with you if you have:

• University or Community College degree preferred in Finance or Mathematics or Computer Science
• Must have good knowledge of the broad Wealth management offering, including the services of Private Banking, and familiarity with the Bank’s International Private Banking offering.
• Strong knowledge of Private Banking operations and sales environments
• Knowledge of Process Mapping and Business Architecture, including use of related software/tools
• Thorough business analysis, analytical and creative problem solving skills
• Proven judgment as issues can be complex and without precedent.
• Strong written and verbal skills required to prepare communications and interact effectively with other Bank departments and external parties
• Excellent time management skills
• Expert analytical skills
• Thorough PC skills including Power BI, VBA, Excel
• Knowledge of Salesforce
• Strong written and verbal communication skills
• Strong knowledge of Retail and Commercial Lending policies and procedures
• Ability to work with others of varying levels, expertise and skills

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.