ScotiaMcLeod Business Analyst - Toronto

Scotiabank•Toronto, ON

3d•Onsite

About The Position

ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future. Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth. At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives. The Business Analyst contributes to the overall success of the National Sales Management team in ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. They ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.

Requirements

1-2 years Business Analysis experience
A good knowledge of wealth management concepts and financial instruments.
Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
Must be a creative, proactive, organized, self-starting, result-oriented and highly motivated individual.
Demonstrates strong problem solving and analytical skills and great attention to detail.
Must possess strong interpersonal and communication (written and verbal) skills to effectively work with stakeholders, partners and senior management.

Nice To Haves

Knowledge of back-office processes; brokerage operational processes and end-to-end workflows considered an asset.
Knowledge of Broadridge, AS400, MS Access/VBA, SQL, Visual Studio considered an asset.

Responsibilities

Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Manage multiple processes and programs and provide day-to-day operational support by developing a strong knowledge of ScotiaMcLeod Advisor Compensation, payment structures and client grouping methodology to provide accurate reporting and resolution to enquiries.
Continually acquire and enhance knowledge of the business and policies, back-office processes to be able to provide effective business support.
Liaise with all levels of Sales Management to drive resolution to business issues in a manner that is aligned to strategy and supports the needs of the field and business.
Ensure that management is kept informed and that problems and issues are escalated appropriately.
Assume end-to-end ownership of projects: Conduct interviews, define scope, research, analyze and document stakeholder needs.
Develop proposals, participate in implementation of new/enhanced tools by developing test cases, performing testing, defining user procedures and workflows, developing implementation strategies, providing user training and post-implementation support.
Identify opportunities for improvement by studying current practices as it relates to Sales Management and ScotiaMcLeod Advisor teams.
Assist the Manager/Team in resolving highly complex, multi-faceted problems by applying business knowledge to the design of methodologies, data and system solutions, analytics, and insights.
Ensure all interdependencies and impacts to steady-state systems and operational processes are identified and addressed.
Prepare technical reports and facilitate the creation of new reports by collecting, analyzing, and summarizing information and trends as relevant.
Ability to understand and identify financial data/gaps, recommending controls and writing improved procedures.