Requisition ID: 240969

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

 

 

Purpose

 

The Senior Manager & Lead, Analytics & Insights will play a critical role in supporting the Total Wealth Strategy by leading high-impact analytics initiatives that enable data-driven decision-making and deliver effective solutions to accelerate business growth and operational efficiency. This role requires strong leadership in stakeholder engagement, cross-functional collaboration, and the ability to distill complex data into clear, actionable insights. Working closely with Scotia Wealth Advisory business lines (SM, PIC & PB), the Senior Manager will be responsible for the end-to-end delivery of strategic projects and key initiatives, applying deep business acumen and strong leadership to drive meaningful outcomes.

 Accountabilities

 

Lead the design and execution of analytics solutions that support advisory business priorities

 

Elevate & enhance Total Wealth Analyzer as the advisor's go-to tool for tailored analytics and creating a one-stop shop for deeper client insights and new growth opportunities

 

Standardize reporting across advisory business lines to enable insights and strategic visibility

 

Oversee the team responsible for managing all tool-related inquiries from advisor teams, field staff, and head office stakeholders. This includes handling access requests, responding to data inquiries, and ensuring timely resolution of user issues to support seamless business operations

 

Provide thought leadership in data storytelling, visualization, and advanced analytics that drive decision-making

 

Partner with senior stakeholders to understand business needs and translate them into data-driven strategies

 

Collaborate with technology, product, and business teams to ensure alignment and delivery

 

Identify opportunities to enhance analytics capabilities and influence strategic direction

 

Mentor and coach team members, fostering a culture of growth and innovation

 

Champions a high-performance environment and contributes to an inclusive work environment. Understand Scotiabank’s values, code of conduct and adhere to operational, compliance and conduct risk policies

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

 

Dimensions  

Manage direct reports Support multiple business lines within Wealth (SM, PIC & PB) Require extensive wealth business knowledge to identify and translate key business data into relevant insights for problem solving and strategical analytics Strong knowledge about wealth financial planning process, system, measurement and related data. Strong knowledge of data visualization, automation & CRM tools including but not limited to- Power BI, Salesforce. Expert skills in data mining using SQL, R/Python, or SAS; Expert skills as a user for Salesforce Wealth 360 Solid knowledge about data connections through various source data systems within Wealth

 

 

Education / Experience / Other Information 

Required: Undergraduate degree in business or engineering Preferred: MBA and/ or equivalent post-secondary education Minimum of 10 years of work experience; experience working in the wealth management or financial services sector would be an asset Deep understanding of all Scotia Wealth Management business lines would be an asset Ability to deliver results in a fast-paced and dynamic business environment Strong business acumen and strategic thinking skills Highly analytical with strong consulting and problem-solving abilities; tenacity to identify the root cause of problems is essential Highly motivated, self-driven, results-oriented and an ability to work under pressure Ability to work in cross-functional teams and build networks and relationships Strong communication, interpersonal and presentation skills and ability to deal with all levels of management Strong project management skills and the ability to manage multiple projects at the same time while meeting tight deadlines Strong knowledge of data visualization, automation & CRM tools including but not limited to- Power BI, Salesforce

 

 

 

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.