Title:  Manager, Analytics & Insights, Partnerships - Toronto

Requisition ID: 238047

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

Purpose

Join a high-performing team at Scotia Wealth Management Partnerships, where your analytical expertise will drive strategic initiatives and enhance the client and partner experience across Canada. As Manager, Partnerships Analytics & Insights, you will play a key role in supporting business development through insightful reporting, data analysis, and dashboard creation. Your work will directly impact the performance of Wealth Management Consultants, Regional Managers, and Canadian Banking partners.

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

• Data & Reporting Excellence
• Develop and maintain monthly/quarterly performance reports and dashboards using Excel, Power BI, Oracle, and SQL.
• Create tools to identify high-priority prospects and support coaching conversations for regional leaders.
• Troubleshoot discrepancies in closed business results and ensure data integrity.
• Salesforce & Process Optimization
• Provide subject matter expertise and support on Salesforce usage and reporting.
• Lead continuous improvement initiatives to enhance adoption and functionality.
• Anchor Salesforce as a core tool for tracking referrals and performance.
• Strategic Support & Communication
• Support the Partnerships team with performance tracking, financial analysis, and trending insights.
• Assist in annual planning, including forecasting, market analysis, and budget coordination.
• Prepare presentations and reports for senior leadership and internal stakeholders.
• Relationship Management
• Foster strong relationships with Retail, Business, and Commercial Banking partners, as well as Scotia Wealth Management advisory teams.
• Provide day-to-day support for referral tracking and lead management across 900+ branches.
• Ad Hoc & Investigative Support
• Resolve referral investigations and collaborate with Finance, Business Intelligence, and other teams to ensure timely adjustments and credits.
• Contribute to a high-performance and inclusive work environment.

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, Engineering, Commerce, Mathematics, or a related quantitative discipline.
• Advanced proficiency in Excel and Power BI.
• Experience with SQL, Oracle, and large data sets.
• Familiarity with Salesforce is an asset.
• Strong analytical, communication, and project management skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Understanding of Canadian Banking, Wealth Management, and Commercial Banking sectors.
• Asset to have experience in UI or UX field.

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.