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Title:  Manager, Financial Planning & Analysis




Requisition ID: 154539

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


The Manager, Financial Planning & Analysis supports the strategic direction, leadership and oversight for finance matters for Global Wealth Management (GWM) finance business partners, ensuring business strategies, plans and initiatives are supported in compliance with governing regulations, internal policies and procedures.

Provides support for defining, managing, directing, delivering, planning and forecasting the overall financial processes, controls and reporting of data for Global Wealth Management.

As a key partner to the overall GWM Finance management team the Manager, Financial Planning & Analysis is responsible for applying analytics to develop and enhance the financial intelligence capabilities of Wealth Management Finance around planning and forecasting, financial analysis, regulatory changes, financial methodology, and strategic planning. This includes administering the applications within Hyperion, leveraging these applications to ensure a single source of information for GWM Finance, and also creating efficiencies by automating reports and processes.


Key Accountabilities:

•    Support the Wealth Management Quarterly forecast and Annual profit plan processes
•    Support the administration functions of the GWM_PNF and HLF applications in Hyperion, such as rolling over forecasts, co-ordinating forecast input with the Wealth Management Finance team and reconciliation to control numbers
•    Support ad hoc analysis requests as required
•    Develop and maintain strong working relationships within Wealth Management Finance and Wealth Management business units as well as divisional support functions as required
•    Directs financial reviews to improve management processes and standardize methodologies. Implement and maintain constantly evolving performance measurement practices, and reporting by:
o    Working with the Business Line to create and automate various annual plans and quarterly/multi-year forecast processes, including all balance sheet and P&L items
o    Lead the production of various monthly and quarterly performance dashboards and scorecards including value-added performance commentary and variance analysis.
•    Directs day-to-day activities in a manner consistent with the Bank’s risk culture and the relevant risk appetite statement and limits. Communicates the Bank’s risk culture and risk appetite statement throughout their teams.
•    Creates an environment in which his/her team pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
•    Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communicating vison/values/business strategy and managing succession and development planning for the team.


Experience / Education:


•    Accounting Designation preferred
•    Minimum of 5 years directly related experience in a financial area
•    Must have previous database management experience, working with Hyperion or similar financial applications
•    Thorough knowledge of Global Wealth Management’s products/services, business lines, financial reports, compliance, performance measurement, planning and analysis, service standards, legal and regulatory requirements.
•    Must have comprehensive knowledge of management/accounting methods and practices including product profitability, ROEE measurement techniques. 
•    Strong strategic and analytical skills required to develop the vision, goals, strategies, and plans for the Finance Department aligning with the overall Bank strategy.
•    Thorough knowledge of all aspects of finance and the ability to continuously and critically analyze the current state for new concepts, insights and opportunities for improvement.
•    Strong initiative, forward thinking and creative problem solving skills with the ability to create or stimulate integrated cross disciplinary strategic solutions.
•    Skilled in gaining the organizational commitment and alignment of various stakeholders in GWM through the use of strong interpersonal skills and win-win outcomes.
•    Effective negotiation and influencing skills that can be applied across all functional levels and areas within the organization
•    Demonstrated leadership skills and relationship management expertise



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.

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