Scotiabank

Director, Affluent Client Deepening - 18 Month Term

Scotiabank • $125K — $150K *
Toronto, ON M3C 0E3In-Person
Finance & Insurance
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 10+ years in retail banking, wealth management, or related fields at a director level.
  • Bachelor's degree in business, economics, or analytics.
  • Strong knowledge of affluent client requirements and relationship-building strategies.
  • Ability to translate high-level strategy into actionable plans and measurable outcomes.
  • Proven experience managing complex, cross-functional programs and navigating ambiguity.
  • Skilled in leveraging client data and performance metrics for continuous improvement.
  • Effective communicator capable of preparing executive-level reports and recommendations.

Responsibilities

  • Lead execution of affluent client deepening initiatives, ensuring alignment with business outcomes.
  • Coordinate across multiple teams and workstreams, maintaining a holistic view of project milestones and risks.
  • Develop and maintain a clear delivery roadmap for the program with measurable objectives.
  • Facilitate collaboration between various departments to ensure effective implementation of client engagement strategies.
  • Support governance processes by tracking issues and preparing performance reports for senior leadership.
  • Consolidate program updates and recommendations to inform decision-making at the executive level.
  • Ensure a transition plan from program execution to sustained business ownership, preserving key insights and governance.

Benefits

  • Commitment to diversity, equity, and inclusion, empowering every employee.
  • Accessibility initiatives to remove barriers and create an inclusive work environment.
  • Professional development through online courses and tuition assistance.
  • Competitive rewards, including flexible vacation and immediate benefits access.
  • Opportunities for community engagement and participation in various company programs.
Full Job Description
Requisition ID: 273484

The Role:

As Director, Affluent Client Deepening, you will lead the day-to-day execution and delivery of affluent client deepening initiatives under the Retail Segmentation Program. This role focuses on operationalizing our approach to deepening Scotiabank relationships with affluent clients, including identifying affluent clients through data and analytics, designing client deepening journeys, enabling frontline execution, preparing frontline teams, tracking performance and benefits realization, and helping embed sustainable outcomes and measurable results.

The incumbent will report to the VP, Special Projects, Canadian Banking, and will be responsible for the implementation of the Affluent Client Deepening pillar, starting in Ontario Region, followed by national rollout and transition to sustained business ownership. Working within the priorities and outcomes approved through the broader Segmentation Program, the role will coordinate assigned workstreams and partner teams, manage risks, dependencies, decisions, and performance, and prepare recommendations and updates to support program governance and senior leadership discussions.

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

  • Responsible for the day-to-day integrated delivery of affluent client deepening initiatives, including Model Development, Journey Design, Client Identification and Prioritization, Frontline Readiness, Frontline Training, and Program Tracking, ensuring the workstreams collectively deliver against agreed client, business, and program outcomes.
  • Orchestrate execution across all workstreams and their respective leads, maintaining an integrated view of milestones, dependencies, decisions, risks, and issues; mobilizing cross-functional teams; and resolving or escalating barriers to maintain delivery momentum.
  • Translate approved affluent client deepening priorities and design decisions into a practical, integrated delivery roadmap with clear initiatives, milestones, owners, dependencies, decision requirements, and measurable outcomes, and maintain the roadmap as priorities, implementation learnings, and outcomes evolve.
  • Coordinate execution with Products, Channels, Advice, Marketing, Data & Analytics, Technology, Client Experience, Operations, Finance, Risk, and Control, helping establish clear accountabilities and ensuring teams deliver against a common set of affluent client and business outcomes.
  • Lead implementation and scaling of the affluent client deepening approach, beginning in Ontario Region and subsequently rolling out across Canada, incorporating implementation learnings and ensuring required frontline, channel, data, and operational enablers are in place.
  • Support VP-led governance for affluent client deepening by managing workstream coordination, issue and dependency tracking, preparation of decision materials, performance reporting, and escalation of risks or barriers requiring senior leadership attention.
  • Consolidate progress, performance, risks, dependencies, and key decisions across the affluent client deepening workstreams into concise updates and proposed recommendations for the VP and senior leadership forums, helping support timely decisions and ensuring approved actions are carried through to execution.
  • Support the VP in ensuring affluent client deepening priorities, dependencies, timing, and decisions remain coordinated with the broader Segmentation Program, including the Our Right to Win and F'27 Go to Market pillars.
  • Define and monitor the performance measures and benefits realization approach for affluent client deepening, using client, financial, operational, and employee outcomes to assess impact, identify opportunities for improvement, and inform ongoing execution priorities.
  • Manage the delivery plan for transition from transformation execution into sustained business ownership, ensuring clear hand-offs, preservation of program knowledge and decisions, appropriate ongoing governance recommendations, and continued execution momentum following national rollout.
  • Promote a client-centric, insight-led, and outcomes-oriented approach to affluent client deepening, encouraging collaboration, accountability, best-practice sharing, and continuous improvement across workstreams and stakeholder groups.


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

  • 10+ years of progressive experience in retail banking, wealth or affluent client deepening, transformation, or program leadership in financial services, with a demonstrated track record of leading large-scale, cross-functional programs from design through sustained delivery at a Director-equivalent level of accountability and complexity.
  • Bachelor's degree in business, commerce, economics, analytics, or a related field.
  • Strong understanding of affluent client needs and relationship deepening levers, including advice, products, channels, servicing, and client engagement.
  • Demonstrated ability to translate strategy into practical execution roadmaps, governance, decisions, and measurable outcomes.
  • Proven program leadership capability, with demonstrated experience leading multiple interdependent workstreams, resolving complex cross-functional issues and dependencies, managing ambiguity, and maintaining delivery momentum.
  • Experience using client insights, data, performance trends, financial outcomes, and benefits realization to inform priorities and continuous improvement.
  • Proven ability to lead through influence across senior stakeholders and cross-functional teams, creating alignment and accountability in complex environments.
  • Strong communication skills, including the ability to prepare concise executive-level recommendations, updates, and decision materials.
  • Results-oriented, analytical, client-centric, collaborative, and comfortable balancing strategy, execution, governance, and benefits realization.


What's in it for you?

  • Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank.
  • We embrace diversity and provide opportunities for all employees to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans.
  • Accessibility and Workplace Accommodations - 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. Scotiabank continues to locate, remove and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements.
  • Upskilling through online courses, cross-functional development opportunities, and tuition assistance.
  • Competitive Rewards program including bonus, flexible vacation, personal, sick days and benefits will start on day one.
    Community Engagement - no matter where you choose to work from; we offer opportunities for community engagement & belonging with our various programs such as hackathons, contests, Humans of Digital and much more!


Location(s): Canada : Ontario : Toronto

About Scotiabank

Scotiabankers are committed to helping individuals, companies, and communities to thrive in a changing world. From personal and business banking, brokerage, and insurance, to private wealth, and the most sophisticated commercial, corporate and institutional services, they serve the diverse needs of some 21 million customers in more than 55 countries. Founded in 1832 in Halifax, Nova Scotia, their growth has always been fuelled by the success of their customers and their longevity secured by an unshakable commitment to carefully and expertly managing risk and capital. That focus on doing what's right for customers—short- andlong-term—has made us a global financial services leader. Headquartered in Canada, they are over 86, 000 Scotiabankers strong. Each of us are committed to being the best at understanding their customers' needs and all of us working together to deliver practical advice and relevant solutions that help their customers become financially better off.

Scotiabank Careers

Join Scotiabank, a premier financial institution, and become part of a diverse and inclusive team that’s leading the way in global banking. At Scotiabank, we offer more than just job opportunities; we provide a platform for professional growth and innovation in the financial services industry.

Work You’ll Do

At Scotiabank, we’re not just filling positions; we’re cultivating leaders. Dive into a workplace where diversity training and leadership development shape the path to your future. Our commitment to professional growth is evident in our robust training programs and continuous learning opportunities that foster innovation and strategic thinking.

Explore a World of Opportunities

Whether you’re looking for a full-time position, an internship, or a leadership role, Scotiabank has a spectrum of opportunities to fit your career ambitions. Our team is composed of individuals who bring a wealth of skills and perspectives to our company, driving us forward with their creativity and strategic insights.

Innovative Work Environment

Scotiabank’s culture is one of collaboration and respect, where each team member’s contribution is valued. Engage in meaningful work that challenges you to leverage your skills and push the boundaries of what’s possible in the banking sector. Our innovative projects not only support the growth of the company but also ensure our position as a leader in the industry.

Benefits and Growth

Choosing a career at Scotiabank means opting for a life of growth and opportunity. Our employees enjoy competitive benefits, including comprehensive health coverage, retirement plans, and flexible working conditions, all designed to support your career and personal life. We believe in nurturing our team’s potential by providing them with the tools they need to succeed both professionally and personally.

Join Our Team

Ready to take the next step in your career? Explore the job opportunities at Scotiabank by searching our open positions that match your skills and interests. We are continuously hiring and looking for passionate, curious, and solution-driven team players.

Networking and Professional Development

Stay connected and advance your career through Scotiabank’s extensive networking opportunities. Participate in events that connect you with other professionals and leaders within the industry. Our career resources will help you prepare your resume, ace your interviews, and land the job that best suits your career goals.

Stay Ahead

Keep up to date with the latest in career tips, industry insights, and company news—all from the people who work here at Scotiabank. Personalize your experience by subscribing to job alert emails tailored to your preferences and be the first to know about new openings and exciting developments. Join Scotiabank and be part of a team that values integrity, respect, and accountability. Discover how your career can flourish in an environment committed to your professional development and personal growth.
Learn more about Scotiabank
Size
90,619 employees
Market Cap
$57.5 billion
Industry
Finance & Insurance
5 Year Trend
+7%
NASDAQ
BNS
* Ladders Estimates

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