Scotiabank

Manager, Planning and Performance Management - Client Value and Primacy (Toronto, ON)

Scotiabank$100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree in Economics, Finance, Analytics, Mathematics, or a related field
  • Expert in Excel for report/model creation and presentations
  • Experience with data tools like SAS and SQL
  • Familiar with visualization tools such as PowerBI or Tableau
  • Strong strategic thinking and results-driven abilities
  • In-depth understanding of Canadian banking, including product and channel knowledge
  • Excellent facilitation and leadership skills, especially with senior teams
  • Strong written and verbal communication capabilities

Responsibilities

  • Champion a client-focused culture to deepen client relationships
  • Manage Client Value and Primacy portfolio reporting and dashboards
  • Forecast and plan New Accounts in collaboration with finance and business partners
  • Lead meetings to present insights and results to product teams
  • Support department budget management and annual planning processes
  • Partner with Analytics to manage team requests effectively
  • Identify risks and interdependencies across portfolio initiatives

Benefits

  • Join a forward-thinking organization with a collaborative team
  • Competitive compensation and benefits package
  • Commitment to community impact for clients and employees
  • Recognition for high performance with support for development
  • Clear and transparent career progression criteria
Full Job Description
Requisition ID: 273711

Manager, Planning and Performance Management - Client Value and Primacy (Toronto, ON)

Contributes to the overall success of Retail Client Value and Primacy through reporting & planning, forecasting, initiative assessment, and delivery of key insights. Ensure delivery of key Client, Product, Channel, and profitability objectives for the Canadian Retail Bank.

Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Is this role right for you? In this role, you will:
  • Champions a client-focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Manage Client Value and Primary (CVP) portfolio program reporting and facilitate creation of dashboards, insights, and narratives for partners, management team, and executives;
    • Build and deliver reporting on key KPIs for our product partners, including core metrics (unit sales by product, channel) as well as supplementary KPIs based on the business line or initiative being measured.
    • Enhance our product-level reporting and work with partners to better align product-level insights with channel and product views of the data.
    • Develop presentations and supporting narratives for partners, management team, and executives intended to support strategic decision-making.
  • Forecast and plan New Accounts Acquired with finance, business line partners, and retail client growth partners. Incorporate initiatives and external market factors into our modeling and track success against forecasts.
  • Lead meetings to present results and insights with product teams, CVP partners and finance stakeholder.
  • Support managing department budget, annual planning process, and ongoing intake prioritization to establish a portfolio of activities designed to exceed business objectives in the most efficient/effective manner.
  • Partner with Analytics to effectively maintain and manage requests on behalf of the team.
  • Maintain calendar of all key initiatives planned/launched and identifying portfolio level risks and cross-portfolio dependencies, including related to lead management and client contacts.
  • Support the annual budget process and strategic investment business casing in partnership with the product, CVP, and Finance teams.
  • Support CVP Portfolio Managers in Business Unit Reviews and as required, lead Partner presentations related to planning and program performance.
  • Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursues effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
  • Champions 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:
  • Undergraduate degree in Economics, Finance, Analytics, Mathematics (or other similar field)
  • Expert knowledge in Excel, with experience in report/model creation and presentations
  • Experience with data capture and manipulation tools (SAS, SQL, etc.)
  • Experience with modern visualization tools (PowerBI or Tableau, etc.)
  • Strong strategic thinking and results focus skills
  • Thorough knowledge of the Canadian banking, including channels, products, client, and the competitive landscape
  • Strong facilitator, with the ability to lead a team of senior contributors to overall objectives
  • Excellent written and oral communication skills


What's in it for you?
  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
  • A competitive compensation and benefits package.
  • An organization committed to making a difference in our communities- for you and our clients.
  • You can expect to be recognized and rewarded for high-performance. You'll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • You'll receive clear, transparent criteria to progress in your career.


Working Conditions
  • This role is located in our downtown Toronto, ON office location. Non-standard hours may be required to meet business objectives.


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

Similar Jobs

More Jobs at Scotiabank

More Finance & Insurance Jobs

Find similar Manager, Planning and Performance Management - Client Value and Primacy (Toronto, ON) jobs: