Requisition ID: 277652 

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

Purpose

Contributes to the overall success of Scotia Wealth Management and the Training and Development team by providing leadership of Wealth Management learning programs, including onboarding and advisor development programs. Collaborates with business partners and the Practice Excellence team to lead program management, and delivery ensuring alignment to strategy.

Accountabilities

• Champions a client focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.

• Design, develop and manage all project plans, schedules and logistics associated with training programs. Facilitate relevant sessions and activities as required.

• Track and report on KPIs for program success and adapt program as business needs evolve.

• Develop and maintain strong communication/relationships with business leads/leadership to proactively promote and position Program milestones, drivers of success, and mandate

• Work with key stakeholders across Scotia Wealth Management to establish and communicate standards, reporting, and tracking to ensure successful onboarding of Program associates. This includes managing the ongoing cycle of recruiting, staffing, onboarding, placement, and coaching of Associates within the Program ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business.

• Facilitate and coordinate interview process across business lines; interview and track program candidates, and liaise with Sales Management teams and Scotiabank Campus Recruitment as required.

• Facilitate the planning and coordination of all exams, courses required by Associates related to mandated designations and professional accreditation. Liaise with industry associations accordingly to ensure seamless administration.

• Coordinate and execute on communication strategy pertaining to the Program.

• Provide regular coaching to trainees on career path and skill development.

• Work with trainee development plans and Business line sponsors to ensure trainees are receiving the appropriate development while in the program.

• Works to identify and leverage AI to create efficiencies across programs.

Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

• Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

• Champions a high-performance environment and contributes to an inclusive work environment.

Education & Experience

• Bachelor’s degree or post-secondary diploma

• Bilingual English/French (written and oral) an asset

• Strong Presentation and facilitation skills

• People management experience and/or experience in recruiting or managing employee onboarding activities/programs an asset

• Experience in managing sales or the sales process an asset

• Relevant experience in financial services or wealth management preferred; ideal candidate will have in depth understanding of brokerage/wealth management industry, which may include sales management & administration

Location(s):  Canada : Ontario : Toronto 

Scotiabank 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 click here. 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.