Manager – Wealth Advice Business Strategy

CPA and/or CFA qualification would be an asset
5+ years of business or strategy experience
Knowledge of wealth management industry, particularly FP and PWM industry, would be an asset
Good understanding of the Bank’s financial drivers and structure

Develops components of the Wealth Advice long term strategic vision through thought leadership and effective analysis, that integrates into the broader Wealth Advice strategies
Supports the annual planning process ensuring alignment to the business’ long-term strategy, as well as quarterly and monthly reporting deliverables
Manages and executes analytical and strategic projects, from start to finish, including design and scoping, aligning partner expectations, project management and updates, and timely delivery
Initiates competitive and analytical assessments to inform business direction, process, and opportunities with appropriate recommendations
Provides forward-thinking, fact-based insights related to potential changes and disruption
Establishes relationships and collaborates with stakeholders across FP and PWM, taking into consideration competing priorities and organizational sensitivities
Represents the team both internally and across the organization

Excellent analytical skills, including strong familiarity with Excel and PowerPoint
Ability to interact effectively with leaders across FP and PWM
Superior communication skills, both verbal and written
Tactical thinker and leader with respect to solution development and implementation, is an asset
Conceptual and strategic thinker with demonstrated ability to work with incomplete or vague information, is an asset
Ability to work with pace and manage multiple time-sensitive and competing priorities