Requisition ID: 263601
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
Contributes to the overall success of Global Wealth Solutions by owning end-to-end executive reporting. This individual contributor role is accountable for collecting and consolidating inputs across business teams to create compelling and insightful reports; applying strong quality assurance and executive judgment; and translating complex performance information into clear, decision-oriented narratives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
Accountabilities
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Own the collection, consolidation, creation and quality assurance of core GWS executive reporting deliverables, including Monthly CEO Updates, Quarterly Business Line Commentary, Quarterly Business Reviews, and any ad hoc requests.
- Partner closely with Canadian Wealth Management (CWM) Analytics to translate data into clear insights, trends, and executive-level narratives; validate key messages, drivers, and implications.
- Work with leaders and teams across Global Wealth Solutions to develop, refine, and maintain consistent reporting that tracks progress against business priorities and goals.
- Ensure reporting is timely, accurate, and tailored for senior executive audiences, anticipating questions and preparing supporting detail as needed.
- Ensure reporting is visually appealing and professionally formatted, using clear layouts and presentation standards appropriate for senior executive audiences.
- Develop reporting templates and standards to streamline regular requests.
- Establish and update a framework to track milestones.
- Continuously improve reporting processes, cadence, and formats to increase clarity, efficiency, and impact.
- Ensure the EVP, Global Wealth Solutions, is prepared with relevant and timely updates for management meetings and business reviews with the Bank’s senior leadership.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
- Champions a high performance environment and contributes to an inclusive work environment.
Required Qualifications
- 7+ years of relevant experience in performance management, enterprise reporting, or related roles (financial services context strongly preferred).
- Demonstrated executive communication and storytelling capability, able to synthesize complex inputs into concise, decision-oriented insights.
- Strong analytical literacy and comfort working with data and dashboards; able to partner with Analytics to validate drivers, trends, and implications.
- Proven ability to manage multiple stakeholders and deliver high-quality outputs on tight timelines with strong attention to detail.
- Sound judgment and professionalism in senior leader environments; able to handle sensitive information with discretion.
- Undergraduate degree required (Business, Finance, Economics, Engineering, or related discipline).
Preferred Experience
- Experience supporting executive forums and preparing materials for executive audiences.
- Experience working across multiple business lines and functions; comfort navigating ambiguity and diverse operating models.
- Experience improving reporting processes
Working Conditions
- Work in a standard office-based environment; non-standard hours are a common occurrence.
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.