Scotiabank

Director, Retail Investments Client Growth & Engagement

Scotiabank$125K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years in client growth strategy or similar within financial services.
  • Track record of developing successful growth strategies with measurable outcomes.
  • Strong problem solver with market assessment and customer experience insights.
  • Proven leadership of cross-functional initiatives and influence over senior stakeholders.
  • Expertise in analyzing customer data and performance metrics for decision making.
  • Experience executing client engagement programs including campaigns or client journeys.
  • Exceptional communication and storytelling skills with executive presence.

Responsibilities

  • Develop and implement client acquisition and engagement strategies for investment solutions.
  • Track business metrics across the client lifecycle for growth evaluation.
  • Identify high-value growth opportunities using customer and market analysis.
  • Lead engagement and retention strategies for the Retail Investments portfolio.
  • Translate strategic goals into actionable initiatives and campaigns.
  • Influence cross-functional teams to achieve targeted business results.
  • Optimize client engagement through data insights and testing methodologies.
  • Foster a customer-centric culture that aligns with client needs and business strategy.
  • Manage marketing investments and performance frameworks for profitability.
  • Ensure compliance with regulatory requirements and internal policies.
  • Build and lead a high-performing team focused on strategic collaboration.

Benefits

  • Join a collaborative team of innovative thinkers.
  • Access to diverse career development opportunities.
  • Internal training programs to enhance skills.
  • Inclusive work environment encouraging creativity and curiosity.
  • Modern workspaces with collaborative areas and various amenities.
Full Job Description
Requisition ID: 270339

The Director, Retail Investments Client Growth & Engagement is responsible for accelerating profitable growth across the Retail Investments portfolio, including Mutual Funds, Registered Plans, GICs, and other investment solutions. The role leads the strategic assessment of opportunities across client acquisition, investment penetration, engagement and retention. This role also leads the team to execute those opportunities through targeted campaigns, partnerships, client journeys and field engagement, working with partners across customer insights, marketing, and distribution to drive net sales growth and AUM.

Is this role right for you? In this role, you will:
  • Develop and execute the client acquisition and engagement strategy for the Retail Investments portfolio, identifying opportunities to increase number of clients, investment penetration, engagement, retention, and assets under management.
  • Define and track key business metrics across the client lifecycle, including acquisition, activation, cross-sell, retention, sales, and AUM growth.
  • Identify and prioritize the highest-value growth opportunities through analysis of customer behaviour, market trends, competitive insights, and portfolio performance.
  • Lead the development and execution of acquisition, engagement, and retention strategies across the Retail Investments portfolio, including Mutual Funds, GICs, and Registered Plans.
  • Translate strategic priorities into actionable growth initiatives, including campaigns, client journeys, lead generation programs, offers, communication/marketing strategies and personalization strategies.
  • Lead cross-functional squads and influence stakeholders across Product, Marketing, Analytics, Digital, Channels, Distribution, Finance, and Operations to deliver business results.
  • Leverage customer insights, analytics, research, and test-and-learn methodologies to optimize conversion, engagement, client outcomes, and return on investment.
  • Champion a customer-centric approach to growth, ensuring value propositions, client experiences, and engagement strategies align to the needs of mass and strategic customer segments.
  • Manage and optimize marketing and incentive investments, developing business cases and performance measurement frameworks to maximize growth and profitability.
  • Ensure all initiatives are executed in accordance with applicable regulatory requirements, Bank policies, risk appetite, and compliance standards.
  • Build, lead, and develop a high-performing team, fostering a culture of strategic thinking, accountability, collaboration, and continuous improvement
  • Leads and drives a client focused culture throughout their team and the Canadian Retail Bank.


Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:
  • 8+ years of experience in client growth strategy, consulting, product management, marketing, or client lifecycle management within financial services or related industries.
  • Experience developing and executing growth strategies that drive measurable business outcomes.
  • Strong strategic thinking and problem-solving capabilities, including experience assessing market opportunities, customer experience/journeys, and business performance.
  • Proven ability to lead complex cross-functional initiatives and influence senior stakeholders without direct authority.
  • Strong analytical skills with experience leveraging customer data, business performance metrics, and market insights to inform decision making.
  • Experience executing programs including campaigns, journeys, or commercial initiatives.
  • Executive presence with exceptional communication, storytelling, and stakeholder management skills.
  • Experience in retail banking, wealth management, investments, fintech, management consulting, corporate strategy, or growth-focused roles is considered a strong asset.


What's in it for you?
  • The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers
  • A rewarding career path with diverse opportunities for professional development
  • Internal training to support your growth and enhance your skills
  • An inclusive working environment that encourages creativity, curiosity, and celebrates success!
  • Work in an Ecosystem; a bright, modern space where you'll have access to group seating, offices, collaboration spaces, a cafeteria with different options daily, a bistro, and 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
5 Year Trend
+7%
NASDAQ

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