Is this role right for you? In this role you will: Client Servicing & Business Development Engage clients and prospects as part of team business development activities including client pitches and delivery of customized solutions.

Lead and support the teams planning and execution of exclusive GFOG client events, coordinating across countries, internal teams, executive management, and external service providers.

Demonstrates broad knowledge of products and services across all of Scotias businesses, platforms, and geographies, with knowledge in Wealth, Capital Markets, and/or or Corporate/Commercial Banking.

Seek creative solutions for clients with complex needs, coordinating across teams and senior executives where needed.

Develop and coordinate deliverables for client meetings, including presentations tailored to client needs.

Build networks across GWM,GBM, Function teams and other key partners to drive solutions and encourage intra-group referral activity.

Support new client onboarding activities, often coordinating across business lines.

Apply sound judgement, communication, and influencing skills within a small team of senior executives.

Strategic & Operational Initiatives Execute strategic and operational initiatives that support Scotias UHNW and Family Office strategy.

Collaborate with Marketing & Communications on business development deliverables including client newsletters, media campaigns, client sponsorship events, public sales materials Partner with Wealth teams to develop new products, services, operational standards, and digital solutions that enhance Scotias Family Office proposition.

Provide analysis on the global and Canadian UHNW competitive landscape.

Manage client pipeline & closed deal trackers,



internal MI financial forecasts and data analytics that support strategic initiatives and business cases.

Champion a high-performance environment and contributes to an inclusive work environment.

Governance and Referral Programs Manage and support governance processes for internal management committees and client meetings.

Drive current referral activity between GBM/GWM/COIs by engaging with, representing GWMs capabilities and supporting new client introductions.

Develop management reports on new client developments and quarterly submissions.

Understand how the Banks risk appetite and risk culture should be considered in day-to-day activities.

Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabanks Values, its Code of Conduct and the Global Sales Principles, while ensuring adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Do you have the skills that will enable you to succeed in this role? We would love to work with you if you have: Solid communication, interpersonal, and presentation skills Experience in a client-facing, strategy, or business development role within GWM, GBM, or Wealth Management industry Experience planning and delivering client events and business development Strong analytical problem-solving skills with sound business judgement Advanced proficiency with Excel and Power

Point Self-motivation and comforte working both independently and within a small team setting Experience working with field sales teams or CRM platforms (e.g.

Salesforce) is an asset Post-secondary degree in a related field (B.

Comm, MBA, Economics) or relevant experience Additional certifications (e.g. CFA, CPA, CIM, regulatory accreditation) or are working towards one, is an asset Fluency in Spanish, French or a second language is an asset

📌 Manager, Global Family Office Group - Toronto
🏢 Scotiabank
📍 Toronto