Senior Manager, Specialized Programs & Client Strategies

Scotiabank; Toronto; On-site; CAD 140,000 - 170,000; Full time

Job summary

Scotiabank is seeking a Senior Manager, Specialized Programs & Client Strategies to drive Total Wealth growth initiatives across Scotia Wealth Management. This role focuses on advisor resources, tools and campaigns, aligning with Practice Excellence, Global Wealth Solutions, Marketing and Communications to deliver client-facing insights and materials.

The position requires 5–7+ years in brokerage/advisory sales and a strong understanding of wealth management.

Qualifications

• University degree or equivalent experience.
• 5–7+ years of experience in the brokerage advice industry, with sales and marketing experience.
• Deep understanding of the wealth management industry and the advisor/client experience.
• Strong experience developing marketing, sales communications, digital tools and social media strategies.
• Excellent project management and organizational skills, with the ability to manage multiple priorities at once.
• Strong communication, presentation and relationship management skills, with confidence working across internal and external partners.
• Advanced knowledge of Microsoft Office, including Word, Excel and PowerPoint; experience with design platforms is an asset.
• Bilingualism in English and French is an asset.

Responsibilities

• Develop, lead and implement advisor resources, tools and campaigns that support client growth through Total Wealth Programs.
• Create and adapt sales tools, presentations, prospecting materials and client-facing insights that help advisors deliver holistic wealth solutions.
• Partner with internal stakeholders, including Practice Excellence, Global Wealth Solutions, Marketing and Communications, to align resources with business priorities and growth strategies.
• Build strong relationships with in-field leaders, advisors, relationship managers and partners to understand business needs and share best practices nationally.
• Lead communication and distribution of Total Wealth Program resources through channels such as newsletters, presentations, town halls and advisor training.
• Support business development initiatives focused on priority client segments, including aging clients, women clients, business owners and next generation clients.
• Measure and report on the effectiveness of campaigns, tools and initiatives, including dashboards, presentations and executive communications.
• Champion a client-focused, inclusive and high-performance culture while ensuring business activities are aligned with risk, compliance and conduct expectations.

Skills

Sales & marketing experience

Wealth management knowledge

Marketing communications

Project management

Communication & relationship mgmt

Microsoft Office (Word/Excel/PowerPt)

Bilingual English/French

Education

University degree or equivalent

Job description

Title: Senior Manager, Specialized Programs & Client Strategies

Requisition ID: 270302

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

PURPOSE:

Contribute to the overall success of Total Wealth growth initiatives and programs across Scotia Wealth Management, with a focus on advisor resources, business development tools and client strategy. In this role, you will collaborate with key partners across Global Wealth Solutions, Practice Excellence, Marketing and Communications to develop and deliver client-facing insights, presentations and prospecting materials that support advisor business plans and help drive Total Wealth growth.

As part of the Practice Excellence team, you will help enable advisory teams and leaders to effectively run, grow and scale Total Wealth businesses through practical training, practice management support, analytics and strategic resources aligned to Scotia Wealth Management’s priorities.

WHAT YOU'LL BE DOING:

• Develop, lead and implement advisor resources, tools and campaigns that support client growth through Total Wealth Programs.
• Create and adapt sales tools, presentations, prospecting materials and client-facing insights that help advisors deliver holistic wealth solutions.
• Partner with internal stakeholders, including Practice Excellence, Global Wealth Solutions, Marketing and Communications, to align resources with business priorities and growth strategies.
• Build strong relationships with in-field leaders, advisors, relationship managers and partners to understand business needs and share best practices nationally.
• Lead communication and distribution of Total Wealth Program resources through channels such as newsletters, presentations, town halls and advisor training.
• Support business development initiatives focused on priority client segments, including aging clients, women clients, business owners and next generation clients.
• Measure and report on the effectiveness of campaigns, tools and initiatives, including dashboards, presentations and executive communications.
• Champion a client-focused, inclusive and high-performance culture while ensuring business activities are aligned with risk, compliance and conduct expectations.

DO YOU HAVE THE SKILLS?

• University degree or equivalent experience.
• 5–7+ years of experience in the brokerage advice industry, with sales and marketing experience.
• Deep understanding of the wealth management industry and the advisor/client experience.
• Strong experience developing marketing, sales communications, digital tools and social media strategies.
• Excellent project management and organizational skills, with the ability to manage multiple priorities at once.
• Strong communication, presentation and relationship management skills, with confidence working across internal and external partners.
• Advanced knowledge of Microsoft Office, including Word, Excel and PowerPoint; experience with design platforms is an asset.
• Bilingualism in English and French is an asset.

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 .