Scotiabank

Manager, Scotia Financial Planning Product Programs

Scotiabank$100K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • University degree in business, finance, or related field, or equivalent experience.
  • 5-7 years of progressive experience in financial services with a focus on operations and governance.
  • Experience in designing and implementing operational processes and control frameworks.
  • Understanding of mutual fund distribution and retail wealth management operations in Canada is an asset.
  • Strong analytical skills to translate insights into actionable improvements.
  • Effective communication skills for governance documentation and stakeholder influence.
  • High attention to detail and audit readiness.

Responsibilities

  • Drive a customer-focused culture for strong client outcomes.
  • Deliver end-to-end execution of product programs from design to management.
  • Define and document scalable end-to-end processes for SFP products.
  • Ensure effective controls to mitigate operational and regulatory risks.
  • Establish governance frameworks for program accuracy and transparency.
  • Identify risks and collaborate with stakeholders for effective mitigations.
  • Develop documentation and reporting for governance review and audit readiness.

Benefits

  • Flexible benefit programs supporting family, financial, physical, mental, and social health needs.
  • Focus on holistic well-being in the workplace.
Full Job Description
Requisition ID: 270099

Purpose:

The Manager, Scotia Financial Planning (SFP) Product Programs, will play a critical role in delivering end-to-end operational execution and governance oversight across all SFP-specific products and solutions. The role will oversee the day-to-day operational support and governance of SFP products, platforms, and client account structures, while acting as the primary owner for defining, documenting, and overseeing scalable processes and controls.

The Manager, SFP Product Programs contributes to the overall success of the SSI Governance and Business Oversight team by ensuring individual goals, plans, and initiatives are executed in support of broader business strategies and objectives. Ensures all activities are conducted in compliance with governing regulations, internal policies, and procedures, while supporting a seamless experience for Financial Planners and their clients.

Is this role right for you? In this role, you will:
• Drives a customer-focused culture to support strong client outcomes across Scotia Financial Planning (SFP) product programs.
• Delivers end-to-end execution of customer-facing product programs within the SFP channel, from design through operationalization and ongoing management.
• Define, document, and maintain scalable, end-to-end processes supporting SFP product programs, ensuring clarity, consistency, and repeatability.
• Ensure controls are appropriately designed, embedded within processes, and executed effectively to mitigate operational, regulatory, and conduct risks.
• Establish and maintain governance frameworks to ensure accuracy, completeness, and transparency of program execution and outcomes.
• Identify operational risks, process gaps, and control weaknesses; partner with key stakeholders (e.g., Compliance, Risk, Operations) to design and implement effective mitigations.
• Develop and maintain documentation, reporting, and materials to support governance review, audit readiness, and regulatory expectations.
• Act as a subject matter expert for SFP product program operations, providing guidance and support to internal stakeholders and partners.
• Establish performance monitoring and reporting mechanisms to track program effectiveness, identify trends, and inform continuous improvement opportunities.
• Ensure alignment with the Bank's risk appetite, values, and governance expectations in all activities and decisions.
• Actively pursues effective and efficient operations in accordance with Scotiabank's Values, Code of Conduct, and Global Sales Principles, ensuring adequacy and effectiveness of business controls across operational, compliance, AML/ATF/sanctions, and conduct risk.
• Champions a high-performance environment and contributes to an inclusive and collaborative team culture

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:
• University degree in business, finance, or a related discipline; or equivalent practical experience.
• Minimum of 5-7 years of progressive experience in financial services, with a strong focus on operations, product programs, or governance within a regulated environment.
• Demonstrated experience designing, documenting, and implementing end-to-end operational processes and control frameworks.
• Strong understanding of mutual fund distribution, financial planning, or retail wealth management operations in Canada is an asset.
• Proven ability to manage and execute multiple initiatives concurrently within a complex, matrixed organization.
• Strong analytical and problem-solving skills, with the ability to translate insights into actionable improvements.
• Effective stakeholder management skills, with the ability to influence outcomes and drive alignment across business and control functions without direct authority.
• Strong written and verbal communication skills, with the ability to produce clear, governance ready documentation and reporting.
• High attention to detail with a focus on accuracy, control, and audit readiness.
• Experience supporting regulatory, audit, or compliance initiatives is an asset.

Work Arrangement:
• Work in a standard office-based environment; non-standard hours are a common occurrence.

Interested?

What's in it for you?

Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

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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