Title: Senior Manager, Credit Documentation
Requisition ID: 246245
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
About the Role
As the Senior Manager – Credit Documentation within Scotia Wealth Management, you will ensure the integrity and regulatory compliance of credit documentation for Private Banking. Acting as the Subject Matter Expert, you will oversee the end-to-end process of preparing credit agreements and loan documentation, while enhancing team knowledge and capabilities. This role supports the Director, Credit Support, in leading the team and coordinating stakeholder relationships to guarantee accurate, timely, and compliant documentation.
Is the role right for you? In this role, you will:
Credit Documentation Expertise
- Serve as Subject Matter Expert for credit documentation, providing advisory support on complex credit structures.
- Ensure documentation standards align with regulatory and internal policy requirements.
- Own and evolve documentation templates, standards, and tools for Private Banking.
- Identify opportunities to streamline workflows and reduce turnaround times.
- Design and oversee quality assurance protocols to ensure accuracy and audit readiness.
Portfolio Oversight & Training
- Review loan documentation to identify gaps and negative trends.
- Provide coaching and guidance to Credit Documentation Specialists and Credit Support Officers.
- Identify training needs and assist in developing and delivering effective programs.
- Stay current on policy, process, and regulatory changes impacting credit documentation.
Leadership & Team Development
- Build strong working relationships across teams and business lines.
- Foster a culture of open communication, collaboration, and high performance.
- Develop and execute meaningful employee development plans.
Risk & Compliance
- Ensure adherence to Scotiabank’s risk appetite, Code of Conduct, and Global Sales Principles.
- Maintain effective business controls to meet operational, compliance, AML/ATF, and conduct risk obligations.
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, finance, accounting, or related discipline.
- 5+ years of experience in financial services with strong credit skills.
- In-depth knowledge of credit policies, practices, and loan documentation.
- Expert understanding of complex loan and security documentation requirements.
- Excellent analytical, problem-solving, and communication skills.
- Ability to thrive in a fast-paced, dynamic environment.
- Fluency in English; bilingual in French preferred.
- Strong working knowledge of Power BI and Microsoft Office.
- Knowledge of Wealth Management offerings (Scotiatrust, Private Investment Counsel, ScotiaMcLeod, MD Financial Management).
Why Work With Us?
At Scotia Wealth Management, you’ll lead a team that plays a critical role in delivering exceptional service and ensuring compliance across Private Banking. We offer:
- A dynamic and collaborative work environment
- Opportunities for professional growth and development
- Competitive compensation and benefits
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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