Employment Status
Permanent Full-Time
Location
Toronto, ON
Department
Finance
Reporting To
Senior Financial Analyst, Business Strategy & Analysis
Job Id
FIN - 019
Job Level
L3
Seniority Level
Associate
Position Overview
The Business Reporting and Investment Advisor Compensation Analyst role supports the day to day analysis, reporting and administration of the Business Strategy and Analysis team. The successful incumbent will play a key role in delivering metrics, insight and ensure accuracy and integrity in processes and Advisor compensation administration.
Duties & Responsibilities
- Support and maintain Business Analysis’ core monthly databases and reports, including Advisor Performance, Household Metrics and Holdings Summary
- Support monthly administration related to Advisor Compensation programs and processes, including Staff/Technology Budget, Marketing Budget, Advisor Code management and Householding management
- Administration of monthly commission adjustment file and commission payout file
- Ad hoc analysis and support to management and advisors as required
Skills & Qualifications
- Experience in the Wealth Management industry strongly preferred
- Must be proficient in Microsoft Excel
- Strong attention to detail (administrative elements and database maintenance)
- Ability to work in a fast paced environment
- Strong time management skills
- Strong communication skills
Education
- University Degree preferred