Tag: plans

Company: Scotiabank

Location: Toronto, ON

Expected salary:

Job date: Thu, 21 Nov 2024 23:48:58 GMT

Job description: Requisition ID: 211285Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As the Senior Manager, Registered Plans and Advice, you will contribute to the overall product strategy, plan growth, design, development and management of all Registered Plan products within Retail at Scotiabank. You will also be responsible for ensuring all activities conducted are in compliance with governing regulations, internal policies and procedures.Is this role right for you? In this role, you will:Champion a customer focused culture to deepen client relationships by leveraging broader Bank relationships, systems and knowledgePartner with Product, Finance, Retail Customer Growth and Digital Marketing teams to develop and manage our always-on and Investment Season Mass and targeted acquisition strategies to empower our frontline with relevant offers that help acquire and entrench customers with Investment Plan productsCollaborate with Legal, Compliance, Retail Customer Growth, Global Operations, Marketing and Analytics to execute the monitoring and fulfillment of offers to support our customer acquisition targets and our overall engagement strategyManage our annual expense budget in partnership with Finance to ensure we meet our target ROIs and manage our expense growthCommunicate our annual offer calendar to optimize resources and manage timelines with business partnersPartner with Analytics to manage the Investment Plan KPI dashboard, reporting insights on product, offer and client outreach performanceWork closely with partners to develop offer sizing models and business casing for upcoming projects; reviews/validates financial calculations/estimates with Finance and analytics teamsEngage with Branch, Contact Centre and Digital partners to improve Investment plan positioning in advice conversations with clientsSupport as an Investment Plan product expert on any Branch support initiatives, regulatory changes, digital enhancements, operational issues and system platform buildsCreate a customer obsessed culture which harnesses the power of analytics and data in decision making to deepen customer relationships and leverage broader Bank relationships, systems, and knowledgeFoster a coaching mindset and effectively communicate the strategic vision, values, business strategy and Team principlesDirect day-to-day activities in a manner consistent with the Bank’s risk culture and the relevant risk appetite statement and limits, communicating the Bank’s risk culture and risk appetite statement throughout their teamsUnderstand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisionsChampion a high-performance environment and contributes to an inclusive work environmentDo you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:Post-secondary education required; MBA or degree in finance, business administration, or marketing is preferredSeveral years of professional experience within the Financial Services/Banking industryThorough knowledge of the Canadian financial services marketplace and solid understanding of the deposit market, products, and servicesStrong qualitative and quantitative financial analysis/research skillsExcellent written and oral communication skills, especially creating and delivering strong business focused strategic plans and driving those plans to fruitionProven relationship management skills with demonstrated seamless collaboration across multiple stakeholders, both internal and externalPassion for creating customer value and curiosity in Retail BankingComfortability working in a fast paced and evolving environmentThe ability to be an independent thinker with a desire to learn, being a team player who is adept at facilitating group problem solving and relationship buildingA desire and demonstrated aptitude to learn and master complex issues quicklyComfortability working in a hybrid work environmentLocation(s): Canada : Ontario : TorontoScotiabank is a leading bank in the Americas. Guided by our purpose: “for every future”, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

The Senior Manager, Registered Plans and Advice at Scotiabank is responsible for developing and managing Registered Plan products, ensuring compliance with regulations, and collaborating with various teams to drive customer acquisition and retention. The ideal candidate will have a background in finance or marketing, strong analytical skills, and the ability to work in a fast-paced environment. Scotiabank values diversity and inclusivity, and is committed to providing accommodations for candidates during the recruitment process.

Company: Scotiabank

Location: Toronto, ON

Expected salary:

Job date: Fri, 22 Nov 2024 03:28:25 GMT

Job description: Requisition ID: 211285Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As the Senior Manager, Registered Plans and Advice, you will contribute to the overall product strategy, plan growth, design, development and management of all Registered Plan products within Retail at Scotiabank. You will also be responsible for ensuring all activities conducted are in compliance with governing regulations, internal policies and procedures.Is this role right for you? In this role, you will:Champion a customer focused culture to deepen client relationships by leveraging broader Bank relationships, systems and knowledgePartner with Product, Finance, Retail Customer Growth and Digital Marketing teams to develop and manage our always-on and Investment Season Mass and targeted acquisition strategies to empower our frontline with relevant offers that help acquire and entrench customers with Investment Plan productsCollaborate with Legal, Compliance, Retail Customer Growth, Global Operations, Marketing and Analytics to execute the monitoring and fulfillment of offers to support our customer acquisition targets and our overall engagement strategyManage our annual expense budget in partnership with Finance to ensure we meet our target ROIs and manage our expense growthCommunicate our annual offer calendar to optimize resources and manage timelines with business partnersPartner with Analytics to manage the Investment Plan KPI dashboard, reporting insights on product, offer and client outreach performanceWork closely with partners to develop offer sizing models and business casing for upcoming projects; reviews/validates financial calculations/estimates with Finance and analytics teamsEngage with Branch, Contact Centre and Digital partners to improve Investment plan positioning in advice conversations with clientsSupport as an Investment Plan product expert on any Branch support initiatives, regulatory changes, digital enhancements, operational issues and system platform buildsCreate a customer obsessed culture which harnesses the power of analytics and data in decision making to deepen customer relationships and leverage broader Bank relationships, systems, and knowledgeFoster a coaching mindset and effectively communicate the strategic vision, values, business strategy and Team principlesDirect day-to-day activities in a manner consistent with the Bank’s risk culture and the relevant risk appetite statement and limits, communicating the Bank’s risk culture and risk appetite statement throughout their teamsUnderstand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisionsChampion a high-performance environment and contributes to an inclusive work environmentDo you have the skills that will enable you to succeed in this role? We’d love to work with you if you have:Post-secondary education required; MBA or degree in finance, business administration, or marketing is preferredSeveral years of professional experience within the Financial Services/Banking industryThorough knowledge of the Canadian financial services marketplace and solid understanding of the deposit market, products, and servicesStrong qualitative and quantitative financial analysis/research skillsExcellent written and oral communication skills, especially creating and delivering strong business focused strategic plans and driving those plans to fruitionProven relationship management skills with demonstrated seamless collaboration across multiple stakeholders, both internal and externalPassion for creating customer value and curiosity in Retail BankingComfortability working in a fast paced and evolving environmentThe ability to be an independent thinker with a desire to learn, being a team player who is adept at facilitating group problem solving and relationship buildingA desire and demonstrated aptitude to learn and master complex issues quicklyComfortability working in a hybrid work environmentLocation(s): Canada : Ontario : TorontoScotiabank is a leading bank in the Americas. Guided by our purpose: “for every future”, we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

The Senior Manager, Registered Plans and Advice at Scotiabank will be responsible for the growth, design, development, and management of all Registered Plan products within Retail. The role involves collaborating with various teams within the organization to develop acquisition strategies, manage budgets, analyze performance metrics, and ensure compliance with regulations. The ideal candidate will have a background in finance, strong analytical skills, and the ability to work effectively in a fast-paced environment. Scotiabank is committed to creating an inclusive and accessible work environment for all employees.