Global Advisor Experience & Platform Lead

Scotia Wealth Management; Toronto; On-site; CAD 130,000 - 190,000; Full time

Job summary

Scotia Wealth Management in Toronto is seeking a Senior Manager, Advisor Services to advance the advisor experience and drive adoption, optimization, and evolution of the Total Wealth ecosystem across IWM. You will collaborate with Wealth Advisors, Sales Leaders, and cross-functional teams to deliver scalable solutions that improve advisor productivity and client outcomes.

The role requires 5-8+ years in wealth management or related fields, fluency in English and Spanish, and experience leading

Qualifications

• 5-8+ years of experience in Wealth Management, Private Banking, Brokerage, Financial Planning, Advisor Enablement, Business Strategy, Advisor Platforms, or related disciplines.
• Understanding of advisor workflows, and advisor technology ecosystems
• Experience directly supporting Advisors and business stakeholders in a wealth management environment
• Experience gathering, prioritizing, and translating business requirements into actionable business outcomes
• Strong analytical skills with adoption metrics, business performance indicators, and customer sentiment data
• Experience leading training, communications, change management, and business adoption initiatives
• Exceptional stakeholder management and communication skills with the ability to influence without direct authority
• Experience working across international markets and cross-functional teams
• Fluent in English and Spanish (written and verbal)

Responsibilities

• Advise on advisor experience strategy and align platform roadmaps with advisor input.
• Lead advisor engagement programs and feedback processes.
• Drive adoption, enablement, and change leadership across Total Wealth capabilities.
• Partner with cross-functional teams to implement advisor-focused enhancements.
• Monitor adoption metrics and advisor satisfaction to inform leadership.

Skills

Leadership

Stakeholder management

Analytical skills

Change management

Communication skills

Advisor platforms experience

Advisor experience strategy

Tools

CRM

Financial Planning platforms

Portfolio Management platforms

Job description

Scotia Wealth Management in Toronto is seeking a Senior Manager, Advisor Services to advance the advisor experience and drive adoption, optimization, and evolution of the Total Wealth ecosystem across IWM. You will collaborate with Wealth Advisors, Sales Leaders, and cross-functional teams to deliver scalable solutions that improve advisor productivity and client outcomes.

The role requires 5-8+ years in wealth management or related fields, fluency in English and Spanish, and experience leading