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ScotiaMcLeod Senior Business Analyst
Scotia Wealth Management
Toronto, CAN
Full Time
Senior
1 weeks ago
Business AnalysisData AnalysisMicrosoft ExcelMicrosoft Office SuiteStakeholder ManagementProblem Solving
Free
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Business AnalysisData AnalysisMicrosoft Excel
About the Role
ScotiaMcLeod seeks a Senior Business Analyst to support its National Sales Management team. You will develop reporting, improve processes, and resolve business issues for advisor teams.
Key Skills for This Role
Business AnalysisData AnalysisMicrosoft ExcelMicrosoft Office SuiteStakeholder ManagementProblem Solving
Responsibilities
- Develop strong knowledge of Advisor Compensation, payment structures, and client grouping methodology
- Own weekly, monthly, quarterly, and ad hoc reporting
- Manage multiple processes and provide day to day operational support
- Liaise with Sales Management to drive resolution of business issues
- Assume end to end ownership of projects including defining scope, research, analysis, and documentation
- Identify opportunities for improvement and assist in resolving complex problems
Requirements
- 2 5 years Business Analysis experience
- Good knowledge of wealth management concepts and financial instruments
- Proficient in Microsoft Office Suite, advanced Excel
- Strong problem solving and analytical skills
- Knowledge of back office processes considered an asset
- Knowledge of Broadridge, AS400, SQL, Power BI considered an asset
Full Job Posting
Introduction
- Join ScotiaMcLeod’s National Sales Management team as a Senior Business Analyst to support a national wealth management platform.
- Use analytical mindset, business knowledge, and stakeholder management skills to deliver reporting, improve processes, and resolve business issues.
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.
- 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: conduct interviews, define scope, research, analyze, and document stakeholder needs.
- Leverage source systems and databases for data extracts.
- Identify and investigate issues to ensure validity of conclusions.
- Develop proposals, participate in implementation of new/enhanced tools, perform testing, define user procedures, and provide training.
- Identify opportunities for improvement by studying current practices.
- Apply business knowledge to design methodologies, data and system solutions, analytics, and insights.
- Prepare technical reports and facilitate creation of new reports.
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 creative, proactive, organized, self starting, result oriented, and highly motivated.
- Strong problem solving and analytical skills and great attention to detail.
What’s In It For You
- Opportunity to contribute to meaningful national initiatives and work closely with business partners.
- Competitive Compensation and Benefits package including annual incentive plans, time off, Pension Plan, Employee Share Ownership Plan.
- Forward thinking organization with collaborative team.
- Inclusive working environment that encourages creativity and celebrates success.
- Learning and Development – free access to Scotia Academy.
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