Senior Manager, Wealth Partnerships - Toronto

Scotiabank; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

A leading Canadian bank is seeking a Senior Manager, Wealth Partnerships in Toronto to drive innovation and enhance client experiences through virtual wealth delivery. The ideal candidate will have a strong background in wealth management, excellent leadership skills, and experience with digital engagement tools. This role demands a strategic thinker passionate about creating impactful programs for high net worth clients, contributing to a culture of collaboration and performance.

Qualifications

• 7–10 years in financial services with leadership experience.
• Strong knowledge of investment and lending solutions.
• Experience with virtual advisory models.

Responsibilities

• Design and implement virtual programs for wealth delivery.
• Lead coaching initiatives for team members.
• Drive strategic initiatives for virtual advisory enhancement.

Skills

Financial planning

Wealth management leadership

Strategic thinking

Communication skills

Client-focused

Coaching capabilities

Education

University degree in Business or Finance

Tools

Digital engagement tools

Job description

Overview

Title: Senior Manager, Wealth Partnerships - Toronto

Requisition ID: 239618

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

About the Role

Are you passionate about driving innovation in virtual wealth delivery and building strategic partnerships that elevate client experiences? We’re looking for a Senior Manager, Wealth Partnerships to lead the development and execution of programs that support high net worth and ultra-high net worth clients through virtual channels. This role is ideal for a strategic thinker with a client-first mindset and a strong background in wealth management.

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

• Design and implement virtual programs that enhance advisor capabilities in planning and advice delivery
• Lead coaching and development initiatives to identify wealth-eligible clients
• Support onboarding and continuous learning for team members
• Foster a culture of performance, inclusion, and collaboration

Strategic Execution & Virtual Channel Support

• Drive strategic initiatives that improve the virtual advisory experience
• Align virtual wealth strategies with broader business goals
• Identify and implement scalable digital enhancements

Sales Enablement & Business Planning

• Deliver structured sales enablement training for tailored, integrated advice
• Monitor performance metrics and provide actionable insights
• Support business planning aligned with strategic goals

Partnership Development & Engagement

• Build strong relationships across internal and external partners
• Promote the virtual wealth channel through presentations and engagement initiatives

Operational Excellence & Risk Management

• Ensure compliance with regulatory requirements (AML/ATF, FATCA, etc.)
• Resolve client escalations and support audit readiness

Digital Engagement & Connect With Us Oversight

• Optimize engagement through the Connect With Us portal
• Establish feedback loops for continuous improvement

Insights & Continuous Improvement

• Stay ahead of market trends and regulatory changes
• Champion change leadership and process innovation

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

• University degree in Business, Finance, or related field
• 7–10 years in financial services, with leadership experience in Wealth Management
• Strong knowledge of financial planning, investment, and lending solutions
• Experience with virtual advisory models and digital engagement tools
• Strategic and critical thinker with strong execution skills
• Proven leadership and coaching capabilities
• Excellent communication and interpersonal skills
• Client-focused with a passion for innovation and continuous improvement
• Comfortable navigating change in a virtual environment

Working Conditions

• Office-based with a mix of in-person and virtual collaboration
• Occasional travel for leadership events or partner engagement
• Flexibility during peak business periods

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.