Scotiamcleod Iia Associate, Business Initiatives

5 months ago

Toronto, 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

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.

  • Iia Scotiamcleod

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 201353 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...

  • Iia Scotiamcleod Administrative Associate

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 186679 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...

  • Iia Branch Supervision and Service Manager

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 196725 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...

  • ScotiaMcLeod Senior Manager, Business Initiatives

    3 weeks ago

    Old Toronto, Canada Scotiabank Full time

    Title: ScotiaMcLeod Senior Manager, Business Initiatives (Contract)Requisition ID: 209070As 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...

  • Iia Scotiamcleod Branch Operations Assistant

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 189230 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...

  • Scotiamcleod Regional Associate

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 188045 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...

  • ScotiaMcLeod Senior Manager, Strategic Initiatives

    3 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 204726 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...

  • Iia Scotiamcleod Branch Administrator

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 199747 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...

  • ScotiaMcLeod Senior Manager, Business Initiatives

    4 weeks ago

    Toronto, Canada Scotiabank Full time

     Requisition ID: 209070As 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...

  • Scotiamcleod Administrative Associate

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 194178 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...

  • Scotiamcleod Administrative Associate

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 200234 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...

  • Scotiamcleod Administrative Associate

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 200233 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...

  • Scotiamcleod - Manager, Business Operations

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 188288 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...

  • Scotiamcleod Business Development Associate

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 201041 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...

  • Scotiamcleod Administrative Associate

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 194368 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...

  • Scotiamcleod Administrative Associate

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 194833 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...

  • ScotiaMcLeod Business Manager

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    At ScotiaMcLeod, we're committed to delivering exceptional service and trusted investment advice to our clients. As a cornerstone business within Scotia Wealth Management, we've earned a reputation for integrity and excellence. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing our clients' assets.Purpose:The...

  • Scotiamcleod Manager, Business

    4 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 209006 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...

  • Scotiamcleod Administrative Associate

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 194008 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...

  • Scotiamcleod Administrative Associate

    2 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 207530 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...