Scotiabank

Senior Manager, Specialized Programs & Client Strategies

Scotiabank$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • University degree or equivalent experience.
  • 5-7+ years in the brokerage advice industry, ideally with a sales and marketing focus.
  • In-depth knowledge of the wealth management sector and advisor/client dynamics.
  • Proven track record in creating marketing materials and digital communication strategies.
  • Strong project management skills to juggle multiple tasks.
  • Exceptional communication and relationship-building abilities, comfortable engaging with various stakeholders.
  • Proficiency in Microsoft Office; familiarity with design tools is a plus.
  • Bilingual (English and French) is advantageous.

Responsibilities

  • Develop and execute advisor resources and campaigns for client growth.
  • Create sales presentations and prospecting materials to support advisors.
  • Collaborate with teams across the organization to align resources with growth strategies.
  • Establish strong connections with in-field teams to understand their business needs.
  • Oversee the distribution of Total Wealth Program resources via newsletters and training.
  • Facilitate business development initiatives targeting key client demographics.
  • Evaluate the success of campaigns and tools with reports and presentations.
  • Promote a client-focused, inclusive culture while adhering to compliance standards.

Benefits

  • Opportunity to collaborate with diverse teams across multiple disciplines.
  • Access to leadership development and practical training resources.
  • Involvement in high-impact initiatives that directly influence client experiences.
  • Engagement in a client-focused, inclusive workplace.
  • Opportunity to influence and shape marketing strategies in wealth management.
Full Job Description
Requisition ID: 270302

PURPOSE:

Contribute to the overall success of Total Wealth growth initiatives and programs across Scotia Wealth Management, with a focus on advisor resources, business development tools and client strategy. In this role, you will collaborate with key partners across Global Wealth Solutions, Practice Excellence, Marketing and Communications to develop and deliver client-facing insights, presentations and prospecting materials that support advisor business plans and help drive Total Wealth growth.

As part of the Practice Excellence team, you will help enable advisory teams and leaders to effectively run, grow and scale Total Wealth businesses through practical training, practice management support, analytics and strategic resources aligned to Scotia Wealth Management's priorities.

WHAT YOU'LL BE DOING:
  • Develop, lead and implement advisor resources, tools and campaigns that support client growth through Total Wealth Programs.
  • Create and adapt sales tools, presentations, prospecting materials and client-facing insights that help advisors deliver holistic wealth solutions.
  • Partner with internal stakeholders, including Practice Excellence, Global Wealth Solutions, Marketing and Communications, to align resources with business priorities and growth strategies.
  • Build strong relationships with in-field leaders, advisors, relationship managers and partners to understand business needs and share best practices nationally.
  • Lead communication and distribution of Total Wealth Program resources through channels such as newsletters, presentations, town halls and advisor training.
  • Support business development initiatives focused on priority client segments, including aging clients, women clients, business owners and next generation clients.
  • Measure and report on the effectiveness of campaigns, tools and initiatives, including dashboards, presentations and executive communications.
  • Champion a client-focused, inclusive and high-performance culture while ensuring business activities are aligned with risk, compliance and conduct expectations.


DO YOU HAVE THE SKILLS?
  • University degree or equivalent experience.
  • 5-7+ years of experience in the brokerage advice industry, with sales and marketing experience.
  • Deep understanding of the wealth management industry and the advisor/client experience.
  • Strong experience developing marketing, sales communications, digital tools and social media strategies.
  • Excellent project management and organizational skills, with the ability to manage multiple priorities at once.
  • Strong communication, presentation and relationship management skills, with confidence working across internal and external partners.
  • Advanced knowledge of Microsoft Office, including Word, Excel and PowerPoint; experience with design platforms is an asset.
  • Bilingualism in English and French is an asset.


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 Senior Manager, Specialized Programs & Client Strategies jobs: