Senior Manager, Registered Plans and Advice

Requisition ID: 211285

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

As the Senior Manager, Registered Plans and Advice, you will contribute to the overall product strategy, plan growth, design, development and management of all Registered Plan products within Retail at Scotiabank. You will also be responsible for ensuring all activities conducted are in compliance with governing regulations, internal policies and procedures.

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

• Champion a customer focused culture to deepen client relationships by leveraging broader Bank relationships, systems and knowledge

• Partner with Product, Finance, Retail Customer Growth and Digital Marketing teams to develop and manage our always-on and Investment Season Mass and targeted acquisition strategies to empower our frontline with relevant offers that help acquire and entrench customers with Investment Plan products

• Collaborate with Legal, Compliance, Retail Customer Growth, Global Operations, Marketing and Analytics to execute the monitoring and fulfillment of offers to support our customer acquisition targets and our overall engagement strategy

• Manage our annual expense budget in partnership with Finance to ensure we meet our target ROIs and manage our expense growth

• Communicate our annual offer calendar to optimize resources and manage timelines with business partners

• Partner with Analytics to manage the Investment Plan KPI dashboard, reporting insights on product, offer and client outreach performance

• Work closely with partners to develop offer sizing models and business casing for upcoming projects; reviews/validates financial calculations/estimates with Finance and analytics teams

• Engage with Branch, Contact Centre and Digital partners to improve Investment plan positioning in advice conversations with clients

• Support as an Investment Plan product expert on any Branch support initiatives, regulatory changes, digital enhancements, operational issues and system platform builds

• Create a customer obsessed culture which harnesses the power of analytics and data in decision making to deepen customer relationships and leverage broader Bank relationships, systems, and knowledge

• Foster a coaching mindset and effectively communicate the strategic vision, values, business strategy and Team principles

• Direct day-to-day activities in a manner consistent with the Bank's risk culture and the relevant risk appetite statement and limits, communicating the Bank's risk culture and risk appetite statement throughout their teams

• Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions

• Champion a high-performance environment and contributes to an inclusive work environment

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

• Post-secondary education required; MBA or degree in finance, business administration, or marketing is preferred

• Several years of professional experience within the Financial Services/Banking industry

• Thorough knowledge of the Canadian financial services marketplace and solid understanding of the deposit market, products, and services

• Strong qualitative and quantitative financial analysis/research skills

• Excellent written and oral communication skills, especially creating and delivering strong business focused strategic plans and driving those plans to fruition

• Proven relationship management skills with demonstrated seamless collaboration across multiple stakeholders, both internal and external

• Passion for creating customer value and curiosity in Retail Banking

• Comfortability working in a fast paced and evolving environment

• The ability to be an independent thinker with a desire to learn, being a team player who is adept at facilitating group problem solving and relationship building

• A desire and demonstrated aptitude to learn and master complex issues quickly

• Comfortability working in a hybrid work environment

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.