ScotiaMcLeod Senior Business Analyst
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Key skills for this role
About the Role
ScotiaMcLeod is seeking a Senior Business Analyst to support its National Sales Management team. The role involves delivering reporting, improving processes, and supporting advisor compensation and sales management.
Key Skills for This Role
Responsibilities
- Develop strong knowledge of ScotiaMcLeod Advisor Compensation, payment structures and client grouping methodology
- Own weekly, monthly, quarterly and ad hoc reporting
- Liaise with all levels of Sales Management to drive resolution to business issues
- Assume end to end ownership of projects including defining scope, researching, analyzing and documenting stakeholder needs
- Leverage source systems and databases for data extracts
- Compile and organize data collected in a clear and consistent manner
- Identify and investigate issues to ensure validity of conclusions
- Develop proposals, participate in implementation of new/enhanced tools by developing test cases, performing testing
- Identify opportunities for improvement by studying current practices
- Prepare technical reports and facilitate creation of new reports
Requirements
- 2 5 years Business Analysis experience
- Good knowledge of wealth management concepts and financial instruments
- Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Advanced Excel knowledge required to effectively analyze data and identify trends
- Must be a creative, proactive, organized, self starting, result oriented and highly motivated individual
- Demonstrates strong problem solving and analytical skills and great attention to detail
- Knowledge of back office processes; brokerage operational processes considered an asset
- Knowledge of Broadridge, AS400, MS Access/VBA, SQL, Visual Studio, Power BI considered an asset
Full Job Posting
Introduction
- Join ScotiaMcLeod’s National Sales Management team as a Senior Business Analyst and play an important role in supporting a national wealth management platform.
- You’ll use your analytical mindset, business knowledge, and stakeholder management skills to deliver meaningful reporting, improve processes, resolve business issues, and support Sales Management and advisor teams.
What You’ll Be Doing
- Develop strong knowledge of ScotiaMcLeod Advisor Compensation, payment structures and client grouping methodology.
- Build effective working relationships across the team and with various business lines.
- Own weekly, monthly, quarterly and ad hoc reporting.
- Actively participate and contribute to touch bases and team meetings.
- Manage multiple processes and programs and provide day to day operational support.
- Liaise with all levels of Sales Management to drive resolution to business issues.
- Assume end to end ownership of projects including defining scope, researching, analyzing and documenting stakeholder needs.
- Leverage source systems and databases for data extracts.
- Compile and organize data collected in a clear and consistent manner.
- Identify and investigate issues to ensure validity of conclusions.
- Develop proposals, participate in implementation of new/enhanced tools.
- Identify opportunities for improvement by studying current practices.
Do You Have the Skills?
- 2 5 years Business Analysis experience.
- Good knowledge of wealth management concepts and financial instruments.
- Knowledge of back office processes; brokerage operational processes considered an asset.
- Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
- Advanced Excel knowledge required.
- Knowledge of Broadridge, AS400, MS Access/VBA, SQL, Visual Studio, Power BI considered an asset.
- Must be a creative, proactive, organized, self starting, result oriented and highly motivated individual.
- Demonstrates strong problem solving and analytical skills and great attention to detail.
What’s In It For You
- Opportunity to contribute to meaningful national initiatives.
- Competitive Compensation and Benefits package.
- Opportunity to join a forward thinking organization.
- An organization committed to making a difference in our communities.
- An inclusive working environment.
- Learning and Development – free access to Scotia Academy.
About ScotiaMcLeod
- ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full service wealth management firm.
- Known for service excellence, trusted advice, and a collaborative culture.
- Our signature Enriched Thinking approach brings together investment, wealth planning, and advisory specialists.
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