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Requisition ID: 264498 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose:

The Manager, Platform & Guided Investing supports the Platform & Guided Investing vertical within Scotia iTRADE Product & Strategy, with a primary focus on guided investing strategy, discovery, and business casing. The role helps identify, size, and shape opportunities across guided investing, planning, and advice-adjacent experiences, while supporting the end-to-end ladder from self-directed investing into advice and Wealth.

This role is accountable for translating strategic direction into discovery plans, opportunity assessments, business cases, decision-ready materials, and execution recommendations for Digital, Technology, Data, Risk, and Wealth partners. It operates in a quick-paced, agile environment and requires strong analytical rigor, structured problem solving, stakeholder management,



and the ability to move guided investing opportunities from ambiguity to prioritization with minimal supervision.

Major Accountabilities

Guided Investing Strategy, Discovery & Opportunity Development

- Lead and support discovery work to identify, frame, and assess guided investing opportunities across digital investing, planning, investor support, and advice-adjacent experiences.
- Develop problem statements, hypotheses, target-state concepts, and initial scope definitions for guided investing capabilities, features, and journey enhancements.
- Support the evolution of the ladder-into-Wealth strategy by identifying where guided experiences, prompts, tools, and hand-offs can improve client progression toward advice pathways.
- Conduct external scans, internal analysis, and cross-functional intake to identify unmet client needs, strategic gaps, and high-potential areas for investment.

Business Casi

📌 Manager, Direct Investing Strategy, Scotia iTRADE (Toronto)
🏢 Scotiabank
📍 Toronto