Senior Manager, Wealth Programs & Client Growth

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

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.