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Title:  Senior Manager, Client & Advisor Engagement, SWM Modernization

 

 

 

Requisition ID: 159184

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

 

Position:   Senior Manager, Client & Advisor Engagement, SWM Modernization

 

Purpose

Leads the client and advisor engagement stream of Scotia Wealth Management’s modernization program that aims to enhance the overall advisor and client experience through improvements to operational / business processes and technology applications.

 

Accountabilities

Communications

  • Leads the design and delivery of a multi-layered communications and change management strategy to detail the efforts of the SWM Modernization Office across the following key stakeholders:
    • Senior Executive
    • SWM Business Lines (ScotiaMcLeod, Private Investment Council, Private Banking, Trust, MD & iTRADE)
    • Key partners (Client Solutions, Operations, Technology, Compliance & Legal)
  • Creates all materials to deliver key messages and to provide updates on progress made, highlight key benefits, and recognizing individuals / teams that have embraced the continuous improvement mindset.
  • Creates and manages ongoing feedback mechanisms between the Modernization Office and the field
  • Works closely with Scotia Wealth Management’s Practice Management team to ensure efforts to drive cultural changes as part of the modernization program are aligned with broader change management efforts.

 

Field User Group Management

  • Works with business groups from across SWM to source best candidates for participation in Field User Groups for key initiatives across the Modernization Office
  • Sets up project teams with a structure to kick-off and run the Field User Groups as well as to track challenges and success
  • Aggregates data on the success/challenges and specific meaningful contributions of the Field User Groups
  • Measures and records the Field User Group engagement through the design and execution of engagement surveys and/or in person interviews

 

Other

  • Participates on modernization program governance committees to ensure modernization principles are being adopted on delivery teams and within the field; works with delivery teams as needed to ensure users are being appropriately engaged throughout initiative delivery
  • Involved in the creation of research proposals from across SWM business groups designed to better understand the needs and desires of SWM customers and to encourage a customer centric culture across SWM
  • Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
  • Understands how the Bank’s risk appetite framework and risk culture should be considered in day-to-day activities and decisions. 
  • Pursues effective and efficient operations of your respective areas in accordance with the Bank’s values, Code of Conduct and Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance and AML/ATF/sanctions and conduct risk. 

 

Education / Experience

 

  • University degree with minimum 5 years related experience
  • Advanced written and oral communications design and delivery capabilities
  • Strong interpersonal skills to engage and influence field users
  • Strong knowledge of change management practices and approaches to drive cultural change
  • Highly organized and able to handle a large number of concurrent high priority activities and requests
  • Experience in participating in multiple projects in a fast-paced environment
  • Proven judgement as problems can be complex and without precedent
  • Knowledge of SWM businesses, operational processes as well as field personnel
  • Solid understanding of strategic and operational aspects of GWM and inter-related business line partners (i.e. policies, procedures, operational processes, systems and technology etc.)

 

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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