Is this role right for you? In this role you will: Coordinate with in-country Wealth Management and Operations teams to document and assess current state Brokerage operating model, including the identification of control gaps and procedural inefficiencies and definition of associated remediation plans Work with local Operations teams to define Service Level Agreements (SLAs) / Key Performance Indicators (KPIs), and any in-country or cross-bordered efficiency opportunities aligned to the Target Operating Model Support Head Office Governance over in-country Wealth Management (Advisory and Brokerage) activities, including the definition and periodic review of standard KPIs, and any related follow-up/investigation that is required In collaboration with our internal partners (Business Line, Operations, Business Delivery & Transformation, Technology), perform country gap assessments and support the definition of standard regional operating models for Wealth distribution that leverage scale and prioritize strategic vendor relationships to promote operational efficiency, mitigate risks, and facilitate effective oversight Support new and ongoing programs/projects, and new product and services launch, to improve business lines, targets & goals as well as new opportunities to improve processes surrounding the Brokerage & Advisory/Wealth technology, management reports, operation activities, outsourcing opportunities, and cost reduction initiatives.

Support business case documentation and associated implementation roadmaps for Wealth Expansion initiatives that clearly articulate financial and risk mitigation advantages & upon approval, support the execution of implementation roadmaps for operational workstream,



ensuring timely delivery of deliverables Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge Support regulatory requirements and implementations, including reporting, data extraction and consolidation & identifying risks and opportunities to improve policy updates and control enhancements Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have: A recognized university degree in Finance, Economics, Mathematics, or related fields 5-10 years of experience in the Financial Services industry managing complex projects with operational, process reengineering, change management and IT components Knowledge of Wealth Management Operations, products, services, technology and best practices are required Bilingual: Spanish and English language is considered an asset A developed, demonstrated competence in project planning/business analysis & execution related to the financial industry to identify and document critical milestones and activities Brokerage business and operational knowledge to solution gaps in a manner that best balances complex technology developments, process improvement opportunities and manual workarounds Strong verbal and written communication skills and proven ability to present to various groups, deal with all levels of line management and other levels of senior management An expert ability to balance competing or conflicting goals of various departments/stakeholders, requiring a prioritization approach Strong influencing, negotiation and change management skills to negotiate with project team members/management to acquire/maintain support to negotiate priorities with full consideration and awareness of potential impact on business needs and outcomes

📌 Senior Manager, Brokerage & Advisory Operations (Toronto)
🏢 Scotiabank
📍 Toronto