Manager, Financial Planning, Operations

3 weeks ago

Toronto, Canada Scotiabank Full time

Requisition ID: 197306

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

**Major Accountabilities**:
**Manage projects for the Total Wealth Planning team by**:

- Managing project plans by identifying all deliverables, activities and dependencies, setting milestones and priorities;
- Conducting needs analysis and assessing current processes through discussions with field SME;
- Developing implementation and change management plans; and facilitating training via web-ex and conference calls;
- Engaging partners from various business lines during project work to gain insights, feedback on current processes and recommended solutions to ensure successful deployment of the various initiatives;
- Responding to ad hoc queries regarding projects or current processes and tracking systems

**Supporting various smaller initiatives directly with Directors and Sr. Managers as required and if time permits.**
- Proactively build and maintain relationships with the Wealth Partners to promote and Support the Total Wealth Planning process by:

- Overseeing and participating, when applicable, in regional events, projects and meetings for all SWM business lines
- Working with local Total Wealth Managers to understand gaps in the process, review and train on salesforce and new intake process.
- Engaging Total Wealth Managers and Field reps for skill build sessions where Financial Planning knowledge is low - process and/or software.
- Meet frequently with counterparts in all business lines and Client Solutions to stay current
- Build strategic relationships within the industry to maintain awareness of what is happening in the marketplace.

**Manage and proactively improve the effectiveness, quality and standard of the Financial Planning Process by**:

- Driving the creation and effectiveness of tracking and reporting of wealth planning activity and results;
- Supporting the tactical direction of the Client Solutions team through the development and ongoing analysis of key data points and working closely with colleagues to develop corporate insights;
- Developing and refining an approach to visibly connect the activity of Senior Total Wealth Planners and Business & Family Wealth Specialists to desired business results;
- Working closely with the SWM Business Analytics team to share relevant data in a timely manner
- Identifying ways to automate the creation and delivery of reports to all stakeholders;
- Developing processes around the collection, storage, aggregation, and analysis of data related to prospecting activities and client engagements; and
- Providing commentary and insights on the monthly reporting to the leadership team.

**Providing system and software support and expertise by**:

- Consult with Service Desk when issues arise with NaviPlan/Conquest Planning on an individual user basis or system wide.
- Identify limitations and issues with NaviPlan/Conquest Planning software design based on Financial Planning knowledge and communicate through to field
- Actively pursue and test new financial planning software in order to remain competitive

**Contribute to the effective functioning of the Head Office team by**:

- Participating actively in team learning development activities and team performance achievements.
- Building effective working relationships across the team and with various business line and corporate function contacts
- Maintaining a high level of customer service
- Facilitating a culture of open and honest communication
- Actively participating and contributing to touch bases and team meetings
- Encouraging the generation of new ideas and approaches
- Actively share knowledge and experience to enhance the development of all team members
- Developing and executing a meaningful employee development plan

**Education/Work Experience/Designations**
- University or College degree
- Experience in the area of Wealth Management and/or Financial Services
- Nice to have:

- QAFP, PFP or CFP
- Financial Planning software experience

**Dimensions**:

- Excellent knowledge Microsoft office, specifically excel and powerpoint
- Superior time management and prioritization skills
- Strong interpersonal skills, oral and written communication skills,
- Attention to detail and follow-through skills
- project management skills and the ability to manage multiple projects at the same time
- Ability to work as part of an interdependent team and individually when required. Works well with autonomy and is an excellent communicator in a modern, flexible work environment.

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.

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