2024 CFO, Fall Financial Analyst, Wealth Management Finance (4 Months)
Job Summary
As a Financial Analyst with Wealth Management Performance Management you will help the team provide its business partners with value-adding reporting and financial advisory support.
Wealth Management Finance provides management reporting and business advisory support to all Wealth Management segments. Segments include Canadian Wealth Management, U.S. Wealth Management (including City National), Global Asset Management, International Wealth Management and Investor Services.
Job Description
What will you do?
Financial Planning & Analysis: Analyze actual performance and elicit insights to be communicated to management. Contribute to plans and forecasts of business performance as well as stress tests by developing and using financial models, summarize and communicate key facts for management.
Competitive Analysis & Benchmarking: Extract key data points from peer disclosures and analyst research and work with the team to produce succinct reports for senior management's use.
Change Things for the Better: Support continuous improvement in driving efficiencies and automating processes.
What do you need to succeed?
Must-have
Pursuit of a degree in Finance/Accounting/Business or a quantitative discipline with an interest in finance/accounting
Solid analytical and problem-solving skills, with strong attention to detail
Strong communication skills
Self-motivated and independent worker with a solutions-driven mind-set
Advanced knowledge of Excel and PowerPoint and experience building and changing reports including data visualizations
Nice-to-have
Working knowledge of data visualization tools (e.g., Tableau, Microsoft PowerBI)
Knowledge of or experience in the wealth management/asset management industry
What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
Work with leaders who support your development through coaching and managing opportunities, including regular one-on-ones and networking opportunities
Work in a dynamic, collaborative, progressive, and high-performing team
Ability to make a difference and lasting impact through projects
Opportunity to be involved in extracurricular committees to gain leadership and networking experience
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