ScotiaMcLeod IIA Associate, Business Initiatives

1 week ago

Toronto, Ontario, Canada Scotiabank Full time

Requisition ID: 201139

As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you'll be empowered to deliver Enriched Thinking, a unique approach that incorporates your client's thinking, as well as our thinking, to drive results. You'll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client's life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you'll be enabling clients to see not just the big picture, but all the little ones too.

INTRODUCTION:

The Business Initiatives & Reporting Associate role contributes to the overall success of the International Investment Advisory (IIA) Business, ensuring specific individual goals, plans, initiatives are executed/delivered in support of the business strategies and objectives.

WHAT YOU'LL BE DOING:
In this role you will:

Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. Support development and maintenance of KPIs reporting and analysis. Prepare monthly, quarterly and annual reports, presentation decks and ad hoc reports for senior management. Support the development of required tools to improve the efficiency and user experience of business reports including existing Excel, Power Point and Power BI templates, dashboards, and decks. Support new and ongoing initiatives including but not limited to program/project implementation, client referrals, revenue sharing, assistance with change management, communications, marketing and improvements. Champions a high performance environment and contributes to an inclusive work environment.

DO YOU HAVE THE SKILLS:
We'd love to work with you if you have:

Undergraduate degree in Business, Finance, Economics, Technology, or related fields. 1-5 years of experience in dealing with business initiatives and reporting, preferable in the financial services industry. Ability to deliver results in a fast-paced, challenging and dynamic business environment. Exceptional planning and analytical skills, ability to discern research information / data and focus on the critical issues. Proficient with Microsoft Office (Word, PowerPoint, Visio, Access) and advanced knowledge of Microsoft Excel. Knowledge of a data visualization software such as Power BI and databases desired. Knowledge of Spanish AND/OR Portuguese preferred.

WHAT'S IN IT FOR YOU

At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here. The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. An organization committed to making a difference in our communities– for you and our clients. An inclusive working environment that encourages creativity, curiosity and celebrates success. Learning and Development – free access to Scotia Academy to upskill and develop your skills

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