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Title:  Manager, Analytics & Insights, CWM Analytics - Toronto, ON

 

 

 

Requisition ID: 240971

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

 

Purpose

 

The Manager, Analytics & Insights, will play a key role in supporting the Total Wealth Strategy by supporting high-impact analytics initiatives that enable data-driven decision-making and deliver effective solutions to accelerate business growth and operational efficiency. This role will work closely with stakeholders to understand business needs, develop insights, and support decision-making through data. Working closely with Scotia Wealth Advisory business lines (SM, PIC & PB), the incumbent will be responsible for managing the end-to-end delivery of strategic projects and key initiatives through hands-on analytics work, cross-team collaboration and applying deep business acumen to drive meaningful outcomes.

 

Accountabilities

 

  • Manage the design and execution of analytics solutions that support advisory business priorities

 

  • Elevate & enhance Total Wealth Analyzer as the advisor's go-to tool for tailored analytics and creating a one-stop shop for deeper client insights and new growth opportunities

 

  • Standardize reporting across business lines to enable insights and strategic visibility

 

  • Support all Total Wealth Analyzer related inquiries from advisor teams, field staff, and head office stakeholders. This includes handling access requests, responding to data inquiries, and ensuring timely resolution of user issues to support seamless business operations

 

  • Provide thought leadership in data storytelling, visualization, and advanced analytics that drive decision-making.

 

  • Partner with senior stakeholders to understand business needs and translate them into data-driven strategies

 

  • Collaborate with technology, product, and business teams to ensure alignment and delivery

 

  • Identify opportunities to enhance analytics capabilities and influence strategic direction

 

  • Champions a high-performance environment and contributes to an inclusive work environment. Understand Scotiabank’s values, code of conduct and adhere to operational, compliance and conduct risk policies

 

  • Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions

 

Dimensions

  • Support multiple business lines within Wealth (SM, PIC & PB)
  • Require extensive Wealth Management business knowledge to identify and translate key business data into relevant insights for problem solving and strategical analytics
  • Strong knowledge about wealth financial planning process, system, measurement and related data.
  • Solid knowledge about data connections through various source data systems within Wealth
  • Strong knowledge of data visualization, automation & CRM tools including but not limited to- Power BI, Salesforce.
  • Expert skills in data mining using SQL, R/Python, or SAS;
  • Expert skills as a user for Salesforce Wealth 360
  • Hands-on experience in big data technologies (Hive/Beeline), DB2, SQL Server, Python · Knowledge of MinIO Data Storage, Airflow, Trino, Alteryx is an asset.
  • Experience using BitBucket and Confluence · Knowledge of Cloud platforms (GCP) is an asset

 

 

Education / Experience / Other Information 

  • Required: Undergraduate degree in business or engineering
  • Preferred: MBA and/ or equivalent post-secondary education
  • Minimum of 7 years of work experience; experience working in the wealth management or financial services sector would be an asset
  • Deep understanding of all Scotia Wealth Management business lines would be an asset
  • Ability to deliver results in a fast-paced and dynamic business environment
  • Strong business acumen and strategic thinking skills
  • Highly analytical with strong consulting and problem-solving abilities; tenacity to identify the root cause of problems is essential
  • Strong knowledge of data visualization, automation & CRM tools including but not limited to- Power BI, Salesforce
  • Highly motivated, self-driven, results-oriented and an ability to work under pressure
  • Ability to work in cross-functional teams and build networks and relationships
  • Strong communication, interpersonal and presentation skills and ability to deal with all levels of management
  • Strong project management skills and the ability to manage multiple projects at the same time while meeting tight deadlines

 

 

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.


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