Business Analyst for Wealth Management
Scotia Wealth Management
Job Description
Elevate data-driven decision-making in your role as a Senior Business Analyst at ScotiaMcLeod. Focus on vital reporting processes and stakeholder engagement for wealth management success. This position within ScotiaMcLeod encompasses supporting the National Sales Management team by employing your analytical capabilities and deep business knowledge.
You’ll resolve inquiries related to advisor compensation while building strong partnerships across different business lines. Your contributions will directly impact the operational support for advisor teams. Key Responsibilities: • Own and deliver accurate reporting for Sales Management • Foster relationships across teams and departments effectively • Participate actively in touch bases and team meetings • Analyze stakeholder needs and document findings comprehensively • Propose method improvements by evaluating current practices Requirements: • 2-5 years of experience in Business Analysis • Understanding of financial instruments and wealth management • Advanced Excel proficiency and reporting skills • Knowledge of brokerage operations considered an asset • Strong analytical mindset with a focus on detail Help drive ScotiaMcLeod’s success by leveraging your business analysis competencies in wealth management initiatives. #J-18808-Ljbffr