Scotiabank

Senior Manager, Planning and Performance

Scotiabank$110K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree in Economics, Finance, Analytics, Mathematics, or related discipline.
  • Advanced Excel skills, including experience in building models and reports.
  • Proficiency in data manipulation and analysis tools such as SAS, SQL, or equivalent.
  • Experience with modern data visualization platforms like Power BI, Tableau, or similar.
  • Strong strategic thinking focused on driving measurable results.
  • Ability to synthesize complex data into actionable insights.
  • Proven ability to lead cross-functional teams and influence senior stakeholders.

Responsibilities

  • Lead and drive a customer-focused culture to deepen client relationships.
  • Facilitate creation of dashboards, insights, and narratives for management and executives.
  • Forecast and plan for portfolio KPIs in collaboration with Finance.
  • Drive analytical rigor by partnering with Data & Analytics teams.
  • Deliver executive-level business reviews and communicate performance insights.
  • Support design of segmentation frameworks and profitability programs.
  • Build a high-performance environment through team development and effective operations.

Benefits

  • Opportunity to join a forward-thinking and collaborative team.
  • Diverse opportunities for professional development.
  • Internal training to support growth and enhance skills.
  • An inclusive working environment promoting creativity and success.
  • Modern office ecosystem with various collaboration and dining options.
Full Job Description
Requisition ID: 269185

Senior Manager, Planning and Performance - Toronto, ON

Contributes to the overall success of Retail Client Value & Primacy through building our reporting & insights capabilities, and supporting the development of client acquisition and retention tactics. 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:
  • Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.


  • Lead Client Value & Primacy (CVP) portfolio reporting and facilitate creation of dashboards, insights, and narratives for partners, management team, and executives
    • Build and enhance reporting on key KPIs (e.g., product sales by channel) and tailor supplementary metrics for business lines and initiatives.
    • Collaborate with product teams to align insights across product and channel views.
    • Develop compelling presentations and support narratives to inform strategic decision-making at all levels, including executive audiences


  • Forecast and plan for portfolio Primacy KPIs and partner's New Accounts Acquired in partnership with Finance and product owners
    • Incorporate initiatives and external market factors into forecasting models and track performance against targets
    • Present results and insights to product teams, CVP partners, and Finance stakeholders


  • Drive analytical rigor by partnering with Data & Analytics teams to prioritize requests and ensure timely delivery of insights.


  • Own CVP Portfolio Clients Business Unit Reviews and, as required, deliver executive-level PowerPoint decks that clearly communicate performance, insights, and strategic recommendations


  • Support the design of segmentation frameworks and profitability programs that shape how we serve clients and grow primacy


  • Creates an environment in which their team 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.


  • Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team.


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 a related discipline.
  • Advanced Excel skills, including experience in building models, reports.
  • Proficiency in data manipulation and analysis tools such as SAS, SQL, or equivalent.
  • Experience with modern data visualization platforms like Power BI, Tableau, or similar.
  • Strong strategic thinking with a focus on driving measurable results.
  • Ability to synthesize complex data into actionable insights.
  • Skilled in presenting data-driven insights clearly to senior audiences.
  • Proficient in creating visually compelling and professional PowerPoint presentation tailored to executive-level discussions.
  • Deep understanding of the Canadian banking landscape, including products, channels, client segments, and competitive dynamics.
  • Proven ability to lead cross-functional teams and influence senior stakeholders.
  • Demonstrated success in team leadership and collaborative execution across departments.


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


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

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