Title:  Associate, Business Initiatives & Reporting | International Investment Advisory (IIA)

Requisition ID: 256063 

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

Purpose

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. The incumbent will be responsible for data analytics, reporting and tracking Track Key Performance Indicators (KPIs). Responsibilities will also include supporting new and ongoing programs and projects to support the IIA business.

Accountabilities

• 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 automated reporting and reduce manual processes.
• Ensure analysis and reports are produced in a timely fashion with high degree of accuracy.
• 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.
• Responsible for identifying trends, critical issues and areas of improvement through data analysis.
• Document and implement operational policies and procedures, in coordination with International Wealth Management Head Office & ScotiaMcLeod as required.
• 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.
• Provide overall administrative and technical support on business initiatives/projects as per guidance from the reporting manager.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Champions a high performance environment and contributes to an inclusive work environment Reporting Relationships 

Education & Experience:

• 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.
• Excellent written and verbal communication skills.
• Knowledge of Spanish AND/OR Portuguese preferred.
• Strong organizational and analytical skills, data collection and manipulation experience and high attention to detail required.

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.