Scotiabank

Director, Investment Support

Scotiabank • $120K — $150K *
Toronto, ON M3C 0E3In-Person
Finance & Insurance
8 - 10 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Undergraduate degree in Accounting, Management, Finance, or MBA with 10+ years of relevant experience
  • Ability to manage multiple complex projects
  • Strong problem-solving, strategic thinking, and influencing capabilities
  • Excellent verbal and written communication skills for interaction with executives
  • Deep knowledge of investment products, services, and operational platforms
  • Strong business acumen with a focus on client service and results
  • Proven relationship-building and team development skills

Responsibilities

  • Lead a customer-focused culture to enhance client relationships
  • Provide strategic leadership across multiple business functions
  • Ensure continuous improvement in service delivery and compliance
  • Monitor and execute the unit's business plans and operational performance
  • Manage talent development, performance communication, and succession planning
  • Integrate risk management into daily operations
  • Promote a diverse and inclusive workplace culture

Benefits

  • Diversity, Equity, Inclusion & Allyship initiatives
  • Accessibility and Workplace Accommodations
  • Upskilling through development programs and tuition assistance
  • Competitive Rewards program with flexible vacation and sick days
  • Opportunities for community engagement and participation in various programs
Full Job Description
Requisition ID: 265038

The Role:

Leads and oversees Investment Support and Estates in Canada ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations, internal policies and procedures across a multi-country footprint.

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

Customer-Centric Leadership
  • Lead and foster a strong customer-focused culture across the unit, deepening client relationships and leveraging broader Bank systems, partnerships, and knowledge.


Strategic Direction & Oversight
  • Provide strategic and tactical leadership to the following functions: Dealer Services Unit (Transfers, Investment Services, Corporate & Commercial Investments), RESP/RDSP Centre, Taxation Department, Advisor Deposit Services, and Mutual Fund Company , Estates Management


Service Delivery & Business Partnership
  • Lead the evolution and continuous improvement of the unit's service offerings by:
    • Delivering expert, timely guidance to business partners on investment services policies, procedures, and regulatory/compliance matters.
    • Ensuring consistent, high-quality service delivery and maintaining comprehensive documentation across all service offerings within the Scotiabank Group.
    • Establishing, monitoring, and reporting on service level agreements (SLAs) and operational performance commitments.
    • Proactively managing and resolving complex or escalated issues in a cost-effective and client-focused manner.
    • Maintaining strong governance with outsourcers and vendors, ensuring service standards are met and issues are appropriately escalated.


Business Plan Execution
  • Lead execution of the unit's business plan by:
    • Monitoring and reporting on service trends, audit findings, expenses, and operational losses in accordance with policies and timelines.
    • Managing and tracking expense plans to ensure alignment with financial targets.
    • Developing and implementing customer communication strategies to enhance product support and departmental visibility
    • Driving product positioning strategies and executing priority initiatives.
    • Enhancing customer retention through underwriting reviews, cancellation analysis, and proactive retention strategies in collaboration with key partners (Retail Deposits, Investments, Scotia Securities, and Commercial/Corporate teams).
    • Supporting business lines to deliver seamless investment support and elevate the overall customer experience.
    • Proactively managing and ensuring adherence to regulatory requirements.


Operational Management & Continuous Improvement
  • Lead monitoring, analysis, and reporting of operational and financial performance across the Investment Support unit by:
    • Ensuring services consistently meet quality standards and comply with internal policies and external regulatory requirements.
    • Providing leadership on compliance matters, including AML/ATF, CDIC, privacy, and broader regulatory frameworks.
    • Acting as a subject matter expert to support business partners on investment and Estate services and transaction processing.


Leadership & Talent Development
  • Build and lead a high-performing team by:
    • Clearly communicating accountabilities, objectives, and performance expectations for all direct reports.
    • Delivering ongoing coaching and fostering continuous development across the organization.
    • Implementing structured talent development and succession planning strategies.
    • Promoting open, transparent communication and awareness of employee support frameworks (e.g., Pathways to Resolution).
    • Ensuring hiring practices align with Bank standards and promote diversity and inclusion.
    • Maintaining regular communication rhythms to support engagement and alignment across the team.


Risk Management & Governance
  • Integrate the Bank's risk appetite and risk culture into all decisions and daily activities.
  • Ensure effective operational controls and adherence to frameworks governing operational risk, regulatory compliance, AML/ATF, and conduct risk, including applicable policies and guidelines.


People Strategy & Culture
  • Foster an inclusive, high-performance culture that attracts, retains, and develops top talent.
  • Align team efforts with the Bank's vision, values, and strategic priorities while advancing succession and development planning


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

  • Undergraduate degree in Accounting, Management, Finance or MBA with a minimum 10 years of relevant experience.
  • In addition, Ability to manage multiple priorities, concurrent projects and implementations of varying complexities
  • Effective problem-solving capabilities and ability to think and influence strategically
  • Excellent presentation, written and verbal communication skills to interact with Bank Executives
  • Knowledge of the Bank's purpose, business objectives, policies, philosophies and operating standards.
  • Proven ability to foster and develop a strong team environment and relationships.
  • Solid negotiation and influencing skills to be applied across all functional areas.
  • Strong and well-developed relationship building and interpersonal skills.
  • Strong knowledge of investment products and services and operational platform.
  • Strong business acumen with a keen focus on client services and business results.
  • Strong diagnostic skills followed by good ability to evaluate options / alternatives and develop solutions / recommendations for solutions to complex and multi-dimensional problems / issues.
  • Strong project management experience and effective leadership skills to ensure execution of successful delivery/implementation of initiatives, products, processes and policies.
  • Education in business and/or finance an asset.
  • Bilingual (English/Spanish) is considered an asset, but not required


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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