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Title:  Senior, Financial Planning and Analysis, Global Asset Management Finance




Requisition ID: 69196


Join the Global Community of Scotiabankers to help customers become better off.


The Senior, Financial Planning and Analysis (Asset Management) plays a key role in supporting the asset management leaders in helping them execute on their financial strategies and overall financial performance.


The Senior is responsible for providing greater financial insight to the business lines partners (internal and external views), management and coordination of planning within Global Asset Management, and improve the financial production effectiveness. 


The incumbent reports to the Manager, and works in close partnership with the business leaders, CB Finance, and other business partners, to drive insightful analysis, and continuously looks for opportunities for process optimization. 


The Senior is required to demonstrate strong leadership skills to drive adoption of new financial planning (budgeting and forecasting) processes and procedures within Asset Management.


A key part of the role is to manage business relationships and provide deep-analytics and insights to support the business and drive business results. This includes conducting research and analysis based on industry and competitive intelligence (such as IFIC statistics, etc.), and structuring / organizing data and building efficient reporting solutions.


In addition, the Senior, is also responsible for managing the – (1) monthly / quarterly reporting, (2) development of the annual financial plans, (3) and quarterly forecasts for the business.


The incumbent is also responsible for maintaining and continuous improvement of the management reporting system for Canadian Asset Management Finance and to support finance-related issues for the division.



1.  Business Delivery & Operational Effectiveness

2.  Business Insights and Analytics

3.  Client & Relationship Management with Asset Management leaders

4.  Risk Management and Oversight Controls

5.  Change & Innovation, Streamline processes and improve efficiency



  • Business Line / Product Level Reporting and Insightful Analysis
  • Maintain internal reporting on investment products (such as sales , redemption,  market share, etc), research industry investment product trends (asset class, category, industry sales, industry redemptions, market share) and provide insightful analysis to business leaders and executives
  • Support business line leaders with regular and ad-hoc reporting requirements – such as assist with product-related questions on Request for Proposals (RFPs)
  • Provide insightful analysis to the business leaders to drive busienss results
    • Provide competitive insights to the busienss leaders to measure relative peformance vs industry and peers
  • Preparation of quarterly business line  update and full-year forecast:
    • Ownership of timely collection of financial and non-financial data from business and support groups
    • Consolidation of brand level forecast for CAM
    • Ensure accuracy and completeness of quarterly update and full year forecast
    • Complete analytical review to:

(a)  Ensure completeness and reasonability of forecast, provide viable solutions to issues raised

(b)  Understand the relevant performance of Asset Management business plan vs  actuals

  • Communication of quarterly results to Senior Manager
  • Establish and maintain systems to efficiently manage the process


  • Annual Profit Plan and Forecasting:
    • Actively participate in the annual profit planning & quarterly and multi-year forecasting for the business lines. Contribute to the annual profit plan, by meeting with department heads and further developing current processes related to forecasting of AUM driven items
    • Timely and accurate preparation of budgets relating to business units and support groups
    • Ownership of timely collection of financial and non-financial data from business lines
    • Complete summary deck for CAM divisional profit plan, for presentation to senior management team
    • Complete analytical review to:

(a) Ensure completeness and reasonability of forecast, provide viable solutions to issues raised

(b) Understand the relevant performance of the business to base forecast

  • Month-end and Quarter-end Reporting
    • Actively participate in month-end and quarter-end reporting process.
    • Prepare quarter-end results for Asset Management
    • Ensure accuracy and completeness of quarter end results
    • Complete variance analysis to understand significant quarterly transactions
  • Supports the development of Finance reports as requested, endeavor to improve financial information
  • Supports the Director, Sr. Manager and Managers in the information gathering process and analysis for strategic and tactical projects requested by Senior management
  • Provides resolution to Finance Division request for information on financial and management reports, revenue and expense analysis and any other finance-related inquires. Also, assist in various ad-hoc reporting for Senior Management.



  • University undergraduate degree in Accounting/Finance/Commerce or other related field;
  • Minimum 5 years in accounting / analysis function;
  • Attainment or working toward a professional accounting designation (CPA)
  • Broad knowledge of Bank's asset management products and services
  • Highly detailed-oriented, with the ability to work under own initiative
  • Database management experience (Access Database tools) along with advanced Microsoft Office skills particularly in Excel and Access


Location(s):  Canada : Ontario : Toronto 

As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. 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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