Manager, Business Performance & Insights, Scotia iTRADE

Requisition ID: 264607

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

Purpose

Contributes to the overall success of the Scotia iTRADE in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Accountabilities

• Play a central role in portfolio performance management, including dynamic forecasting, annual planning, monthly business performance analysis, portfolio cost and expense re allocation, and review of monthly and quarterly results for the Direct Investing business.
• Partner closely with Product Management by delivering actionable insights on campaign performance, revenue sizing for new initiatives, and analysis of the financial impact of potential pricing or product changes.
• Support and manage strategic initiatives and ad hoc projects in collaboration with Finance, Analytics, Retail channel partners, and external stakeholders, leveraging a disciplined, quantitative, and data driven approach.
• Monitor, assess, and evaluate portfolio trends and KPIs, providing ongoing insights to track performance against annual portfolio growth targets.
• Prepare clear, executive ready analyses and materials to support business reviews, investment decisions, and senior leadership discussions.
• Ensure strong data integrity, governance, and controllership, adhering to regulatory requirements, internal policies, and established processes.
• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• 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 their 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.
• Enterprise level ownership of iTRADE business performance.
• Deliver executive ready insights and recommendations.
• Drive a high performance, data driven, and collaborative culture.
• Extensive cross functional collaboration across Sales, Retail, Wealth, Contact Centre, Analytics, Finance, and Technology.

Education, Experience and Other Information:

• University degree in Business, Commerce, Analytics, Statistics, Mathematics, Finance, Computer Science/Engineering, or related field.
• 3+ years’ experience in sales analytics, performance management, forecasting, or planning within financial services.
• Strong analytical, problem solving, and communication skills, with the ability to translate data into actionable business insights.
• Advanced proficiency in Microsoft Excel, PowerPoint, Word, and Access.
• Working experience with SAS, SQL, and other analytical or data tools.

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.