Transform client experiences as the Manager of Scotia Financial Planning Product Programs with Scotiabank in Toronto. Oversee operations and governance while ensuring compliance and innovation.
This managerial position focuses on delivering end-to-end operational execution for Scotia Financial Planning products. You will lead initiatives that provide critical governance while documenting scalable processes that support robust client outcomes. Collaborate with key stakeholders to proactively identify risks and enhance program effectiveness for financial planners and clients alike.
Key Responsibilities:
• Deliver customer-facing product programs within the SFP channel
• Maintain clarity and consistency in end-to-end processes
• Establish governance frameworks for accuracy and transparency
• Develop performance monitoring mechanisms to track effectiveness
• Champion a high-performance and inclusive team culture
Requirements:
• University degree in finance or related discipline
• 5–7 years in financial services with operational focus
• Proven experience in implementing control frameworks
• Strong understanding of Canadian mutual fund operations
• Excellent communication and stakeholder management skills
Drive operational success in Scotia Financial Planning with effective governance and a commitment to client-centered service.
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📌 Manager of SFP Product Programs at Scotiabank (Ontario)
🏢 Scotiabank
📍 Ontario
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