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Title:  Manager, Investment Communications, Scotia Asset Management

 

 

 

Requisition ID: 92050

 

Join the Global Community of Scotiabankers to help customers become better off.

 

Purpose of Job:

 

The Manager, Investment Communications is responsible for developing a comprehensive strategy to build, enhance and sustain investment funds communication across a number of distribution channels, including Canadian Branch Banking, the Mobile Advice Team (Investment Specialists), and Scotia Wealth Management (ScotiaMcLeod and Private Investment Counsel).

 

The incumbent will formulate, execute and maintain a series of communication tactics for Financial Advisors and investors, specializing in investment funds and managed asset programs, across print and digital mediums.  The Manager, Investment Communications will also lead the delivery of communication touch points for all sub-advised mandates across multiple Scotiabank brands and channels. In doing so, they will require deep knowledge on each mandate and be responsible for maintaining strong working relationships with multiple sub-advisors and business partners.

 

Key Accountabilities:

 

The key responsibilities of the Manager, Investment Communications include, but are not limited to:

 

Product Positioning:

The Manager, Investment Communications will work closely with business partners, Portfolio Managers, Product Management & Development and the asset management marketing team to ensure clear, consistent and compelling product positioning across a variety of communication deliverables. Deliverables include the production and distribution of market commentary, portfolio manager conference calls and commentaries, fact sheets, fund profiles, investor communications as well as developing launch, onboarding and training materials.

 

Investment Communication Coverage:

The incumbent will support the asset management Investment Communication team to develop compelling investment support to enhance Financial Advisors' knowledge and inform client conversations. They will also act as a content resource for the asset management team in the production of client-facing investment-related publications, including compositional accuracy, a clear message and consistent tone and style.

 

Innovation:

The incumbent will also contribute to the development and maintenance of innovative digitally assisted investment advice tools, including data sourcing, testing, project management, content development, monthly and ad hoc reporting, and the creation of support materials.

 

Regulatory and ongoing fund commentary:

The incumbent will be responsible for producing and project managing the commentaries for the Management Reports of Fund Performance on a semi-annual basis and fund commentaries on a quarterly basis, working closely with Portfolio Managers, Compliance, Fund Administration and internal business teams.

 

Ongoing Engagement:

The incumbent will be expected to work collaboratively with channel partners, internal stakeholders, and external vendors to enhance current service levels and develop new product support. A good understanding of the mass market, mass affluent and high net worth client segments and associated financial advice models is required in order to deliver a mix of tactics that will resonate with the target audience and achieve the desired impact.

 

Functional Competencies:

  • Strong understanding of and interest in investment funds, including mutual funds, ETFs, liquid alternatives, and managed asset programs, as well as the broader investment industry and financial markets.
  • Strong communication skills, including experience in product engagement and product marketing support, with thorough attention to detail and accuracy.
  • General understanding of and/or experience with digital marketing, analytics and online tool development.
  • Strong organization skills to manage multiple deliverables at the same time and on schedule.
  • Enjoy working in a fast-paced, dynamic environment where idea generation is valued.
  • Knowledge of regulatory requirements for sales communications.

 

Educational / Experience Requirements:

  • Minimum 5 years’ experience within the financial services industry, preferably in a mutual funds or communication role.
  • Post-secondary education, preferably in Business, Economics, Marketing or Communications and or/related work experience.
  • CFA, CIM, CFP or other financial designation or courses an asset

 

Location(s):  Canada : Ontario : Toronto 

As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.

 

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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