Senior Manager, Wealth Management Finance

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1. Direct and manage annual Profit Plan and forecast processes for Canadian Wealth Management from a consolidation perspective:

• Ensure timely submission of Annual Profit Plan for both CWM business lines including analysis of all major revenue and expense categories.
• Maintain/enhance the planning tools distributed to the Businesses for capturing detailed submissions and the analysis of all major revenue and expense categories.
• Prepare quarterly, whole year revenue and expense forecasts for submission to Global Wealth Management and Finance.
• Prepare the annual 5 Year Strategic Plan.

2. Direct and manage the monthly, quarterly, and annual financial management reporting, maintaining effective control in place and ensuring timely and accurate information being reported to Finance & GWM Management:

• Direct the preparation and consolidation of monthly, quar...