Manager, Business Operations

Scotiabank; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An established industry player seeks a Manager of Business Operations to enhance sales performance and client relationships. In this pivotal role, you will lead a customer-focused culture, manage compensation policies, and drive operational improvements. Your expertise in the securities industry and strong attention to detail will ensure the success of various projects and initiatives. Join a team that values inclusivity and fosters a high-performance environment, where your contributions will directly impact the success of clients and the organization. If you thrive in a collaborative setting and are passionate about client service, this opportunity is perfect for you.

Qualifications

• Experience in the securities industry and strong client service skills.
• Proficiency in Microsoft Office, especially Word and Excel.

Responsibilities

• Lead a customer-focused culture and manage Advisor Compensation.
• Support Sales Management policies and operational improvements.

Skills

Securities Industry Experience

Initiative and Independence

Attention to Detail

Time Management

Team Collaboration

Client Service Skills

Strong Work Ethic

Microsoft Office Proficiency

Financial Data Analysis

Tools

Microsoft Word

Microsoft Excel

Job description

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Requisition ID: 224684

Join a purpose-driven, winning team committed to results, in an inclusive and high-performing culture.

Purpose

As a member of the National Sales Management team, the Manager, Business Operations is expected to contribute to building and maintaining a strong platform that supports a high-performance sales force and branch network.

Is this role right for you? In this role, you will:

• Lead and drive a customer-focused culture throughout your team to deepen client relationships and leverage broader bank relationships, systems, and knowledge.
• Support Advisor Compensation and Performance by:
• Managing policies and procedures, including implementation, annual reviews, grid level adjustments, reporting, and tracking;
• Addressing and investigating questions from the field regarding commission-based issues;
• Managing all grid level changes, end-to-end process;
• Managing and maintaining the Discount Sharing Policy, tracking, and providing all approvals;
• Providing guidance to Branch Management Teams regarding compensation-related issues;
• Assisting with the annual review of the Compensation Guide;
• Supporting Senior Managers on the ScotiaMcLeod Partnership Deferred Equity Plan program, including reporting and analytics;
• Maintaining reporting for various programs and providing required reporting, tracking, and analysis to Senior Sales Management, Regional Offices, and Branch Managers.
• Manage the External Household Program, including in-depth knowledge of the program to monitor and manage external household intake and approval processes, providing high-quality client service. Lead investigation, analysis, and reporting while supporting internal partners and the field. Manage associated policies and procedures.
• Support Sales Management policies, projects, and initiatives by identifying opportunities for operational improvements to increase efficiencies and serve client needs better. Provide support on ad hoc projects and initiatives, ensuring alignment with strategic focus and project plans, working closely with Senior Management to establish scope and objectives, and facilitate effective communication to ensure all partners are aligned and guides are current.
• Liaise with all levels of Sales Management to drive resolution to business issues in alignment with strategy and supporting field and business needs. Execute and assist with specific requests from the field on policy clarification, data confirmation, operational issue resolution, and special requests.
• Provide backup support to the Senior Manager, Business Operations, regarding the preparation of Advisor Partnership Agreements and Succession Plans, and assist in maintaining the Agreement database and related analysis.
• Build a high-performance environment and implement a people strategy that attracts, retains, develops, and motivates the team by fostering an inclusive work environment, using coaching behaviors, communicating vision/values/business strategy, and managing succession and development planning.

Do you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:

• Experience in the securities industry
• Ability to take initiative, work independently, and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Ability to work within a team environment and be a strong collaborator
• Exceptional client service skills
• Strong work ethic and ability to meet deadlines
• Proficiency in Microsoft Office applications, particularly Word and Excel
• Ability to understand and identify financial data/gaps and ensure data integrity

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families, and communities achieve success through a broad range of advice, products, and services, including personal and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodations (including, but not limited to, accessible interview sites, alternate format documents, ASL interpreters, or assistive technology) during the recruitment and selection process, please let our Recruitment team know. For technical assistance, please click here. Candidates must apply directly online to be considered. We thank all applicants for their interest; however, only those selected for an interview will be contacted.