Senior Manager, Wealth Client Strategies (Ontario)

Senior Manager, Wealth Client Strategies (Ontario)

22 Aug
|
Scotiabank
|
Ontario

22 Aug

Scotiabank

Ontario

Lead impactful client strategies as a Senior Manager at Scotiabank in Toronto, ON. Focus on Total Wealth growth initiatives and collaboration across various business segments.

In the role of Senior Manager, you will drive the success of Total Wealth programs at Scotia Wealth Management by creating resources and tools that support advisor development. Your collaboration with diverse partners, including Practice Excellence and Marketing, will enhance client engagements through tailored presentations and insightful materials.

Key Responsibilities:
• Develop advisor resources and growth tools for Total Wealth Programs
• Create engaging presentations and prospecting materials
• Partner with internal teams to align resources with business needs




• Build solid relationships with advisors and leaders for best practices
• Lead communication of Total Wealth resources through various channels

Requirements:
• University degree or equivalent experience
• 5–7+ years in brokerage advice, with sales and marketing focus
• Deep understanding of wealth management and client experience
• Strong project management and communication skills
• Advanced proficiency in Microsoft Office; bilingualism preferred

Elevate Scotia Wealth Management by driving growth initiatives and delivering effective client strategies.
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📌 Senior Manager, Wealth Client Strategies (Ontario)
🏢 Scotiabank
📍 Ontario

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