Title:  Director, Investment Support

Requisition ID: 265038 

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Role:

 Leads and oversees Investment Support and Estates in Canada ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations, internal policies and procedures across a multi-country footprint. 

Is this role right for you? - In this role you will:

Customer-Centric Leadership

• Lead and foster a strong customer-focused culture across the unit, deepening client relationships and leveraging broader Bank systems, partnerships, and knowledge.

Strategic Direction & Oversight

• Provide strategic and tactical leadership to the following functions: Dealer Services Unit (Transfers, Investment Services, Corporate & Commercial Investments), RESP/RDSP Centre, Taxation Department, Advisor Deposit Services, and Mutual Fund Company , Estates Management

Service Delivery & Business Partnership

• Lead the evolution and continuous improvement of the unit’s service offerings by:
  • Delivering expert, timely guidance to business partners on investment services policies, procedures, and regulatory/compliance matters.
  • Ensuring consistent, high-quality service delivery and maintaining comprehensive documentation across all service offerings within the Scotiabank Group.
  • Establishing, monitoring, and reporting on service level agreements (SLAs) and operational performance commitments.
  • Proactively managing and resolving complex or escalated issues in a cost-effective and client-focused manner.
  • Maintaining strong governance with outsourcers and vendors, ensuring service standards are met and issues are appropriately escalated.

Business Plan Execution

• Lead execution of the unit’s business plan by:
  • Monitoring and reporting on service trends, audit findings, expenses, and operational losses in accordance with policies and timelines.
  • Managing and tracking expense plans to ensure alignment with financial targets.
  • Developing and implementing customer communication strategies to enhance product support and departmental visibility
  • Driving product positioning strategies and executing priority initiatives.
  • Enhancing customer retention through underwriting reviews, cancellation analysis, and proactive retention strategies in collaboration with key partners (Retail Deposits, Investments, Scotia Securities, and Commercial/Corporate teams).
  • Supporting business lines to deliver seamless investment support and elevate the overall customer experience.
  • Proactively managing and ensuring adherence to regulatory requirements.

Operational Management & Continuous Improvement

• Lead monitoring, analysis, and reporting of operational and financial performance across the Investment Support unit by:
  • Ensuring services consistently meet quality standards and comply with internal policies and external regulatory requirements.
  • Providing leadership on compliance matters, including AML/ATF, CDIC, privacy, and broader regulatory frameworks.
  • Acting as a subject matter expert to support business partners on investment and Estate services and transaction processing.

Leadership & Talent Development

• Build and lead a high-performing team by:
  • Clearly communicating accountabilities, objectives, and performance expectations for all direct reports.
  • Delivering ongoing coaching and fostering continuous development across the organization.
  • Implementing structured talent development and succession planning strategies.
  • Promoting open, transparent communication and awareness of employee support frameworks (e.g., Pathways to Resolution).
  • Ensuring hiring practices align with Bank standards and promote diversity and inclusion.
  • Maintaining regular communication rhythms to support engagement and alignment across the team.

Risk Management & Governance

• Integrate the Bank’s risk appetite and risk culture into all decisions and daily activities.
• Ensure effective operational controls and adherence to frameworks governing operational risk, regulatory compliance, AML/ATF, and conduct risk, including applicable policies and guidelines.

People Strategy & Culture

• Foster an inclusive, high-performance culture that attracts, retains, and develops top talent.
• Align team efforts with the Bank’s vision, values, and strategic priorities while advancing succession and development planning

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 Accounting, Management, Finance or MBA with a minimum 10 years of relevant experience. 
• In addition, Ability to manage multiple priorities, concurrent projects and implementations of varying complexities
• Effective problem-solving capabilities and ability to think and influence strategically
• Excellent presentation, written and verbal communication skills to interact with Bank Executives
• Knowledge of the Bank's purpose, business objectives, policies, philosophies and operating standards.
• Proven ability to foster and develop a strong team environment and relationships.
• Solid negotiation and influencing skills to be applied across all functional areas.
• Strong and well-developed relationship building and interpersonal skills.
• Strong knowledge of investment products and services and operational platform.
• Strong business acumen with a keen focus on client services and business results.
• Strong diagnostic skills followed by good ability to evaluate options / alternatives and develop solutions / recommendations for solutions to complex and multi-dimensional problems / issues.
• Strong project management experience and effective leadership skills to ensure execution of successful delivery/implementation of initiatives, products, processes and policies.
• Education in business and/or finance an asset.
• Bilingual (English/Spanish) is considered an asset, but not required

What's in it for you?

• Diversity, Equity, Inclusion & Allyship - We strive to create an inclusive culture where every employee is empowered to reach their fullest potential, respected for who they are, and are embraced through bias-free practices and inclusive values across Scotiabank. We embrace diversity and provide opportunities for all employees to learn, grow & participate through our various Employee Resource Groups (ERGs) that span across diverse gender identities, ethnicity, race, age, ability & veterans.
• Accessibility and Workplace Accommodations - We value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. Scotiabank continues to locate, remove and prevent barriers so that we can build a diverse and inclusive environment while meeting accessibility requirements.  
• Upskilling through online courses, cross-functional development opportunities, and tuition assistance. 
• Competitive Rewards program including bonus, flexible vacation, personal, sick days and benefits will start on day one.
• Community Engagement - no matter where you choose to work from; we offer opportunities for community engagement & belonging with our various programs such as hackathons, contests, Humans of Digital and much more!

Location(s):  Canada : Ontario : Toronto 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our  Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.