ScotiaMcLeod Senior Manager, Business Operations - Toronto

Scotiabank; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

Join ScotiaMcLeod as a Senior Manager in Business Operations, driving success in Wealth Management. Collaborate with teams to enhance client relationships and contribute to operational initiatives in a dynamic bank environment focused on integrity and excellence.

Benefits

Diversity and Inclusion Commitment

Free access to Scotia Academy for learning

Collaborative Team Environment

Qualifications

• Experience in brokerage is an asset.
• Good knowledge of wealth management concepts.
• Ability to manage sensitive information professionally.

Responsibilities

• Champion customer-focused culture to deepen client relationships.
• Provide expertise on succession and retirement planning.
• Manage policies regarding ScotiaMcLeod's succession program.

Skills

Leadership

Interpersonal Skills

Analytical Skills

Communication Skills

Problem Solving

Attention to Detail

Education

Post Secondary Education in Finance or Business

Tools

Excel

Job description

Requisition ID: 227943

As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

INTRODUCTION:

The Senior Manager, Business Operations contributes to the overall success of ScotiaMcLeod Sales Management, Business Operations in Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. They ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.

WHAT YOU’LL BE DOING

In this role you will:

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Provide expertise and guidance to ScotiaMcLeod Branch Managers and Wealth Advisors with the development, monitoring and execution of succession, contingency and retirement planning.
• Provide guidance support to Regional Directors and Branch Managers on Advisor Agreements by developing and delivering Advisor Partnership Agreements.
• Effectively manage policies and procedures on ScotiaMcLeod’s Succession program and Advisor agreements.
• Contribute to Business Operations projects and initiatives.

DO YOU HAVE THE SKILLS

We’d love to work with you if you have:

• Post Secondary education; Finance or Business preferred
• Brokerage experience an asset
• Good knowledge of wealth management concepts; financial instruments
• Knowledge of back office brokerage operational processes and end to end workflows an asset
• Strong Excel skills
• Strong interpersonal and communication (written and verbal) skills to effectively work with stakeholders, partners and management.
• Excellent aptitude for accuracy and thoroughness
• Highly professional, able to exercise discretion when working with sensitive and confidential information.
• Strong analytical skills/ problem solving skills and ability to make sound judgements.

WHAT'S IN IT FOR YOU

• At ScotiaMcLeod we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At ScotiaMcLeod– you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success.
• Learning and Development – free access to Scotia Academy to upskill and develop your skills

#SWM #LI-Onsite #LI-HA1

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 their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.