Manager, Planning and Performance Management - Client Value and Primacy

Requisition ID: 248759
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Manager, Planning and Performance Management - Client Value and Primacy (Toronto, ON)

Contributes to the overall success of Retail Client Value and Primacy through reporting & planning, forecasting, initiative assessment, and delivery of key insights. Ensure delivery of key Client, Product, Channel, and profitability objectives for the Canadian Retail Bank.

Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Is this role right for you? In this role, you will:

• Champions a client-focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Manage Client Value and Primary (CVP) portfolio program reporting and facilitate creation of dashboards, insights, and narratives for partners, management team, and executives;
  • Build and deliver reporting on key KPIs for our product partners, including core metrics (unit sales by product, channel) as well as supplementary KPIs based on the business line or initiative being measured.
  • Enhance our product-level reporting and work with partners to better align product-level insights with channel and product views of the data.
  • Develop presentations and supporting narratives for partners, management team, and executives intended to support strategic decision-making.
• Forecast and plan New Accounts Acquired with finance, business line partners, and retail client growth partners. Incorporate initiatives and external market factors into our modeling and track success against forecasts.
• Lead meetings to present results and insights with product teams, CVP partners and finance stakeholder.
• Support managing department budget, annual planning process, and ongoing intake prioritization to establish a portfolio of activities designed to exceed business objectives in the most efficient/effective manner.
• Partner with Analytics to effectively maintain and manage requests on behalf of the team.
• Maintain calendar of all key initiatives planned/launched and identifying portfolio level risks and cross-portfolio dependencies, including related to lead management and client contacts.
• Support the annual budget process and strategic investment business casing in partnership with the product, CVP, and Finance teams.
• Support CVP Portfolio Managers in Business Unit Reviews and as required, lead Partner presentations related to planning and program performance.
• 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.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

• Undergraduate degree in Economics, Finance, Analytics, Mathematics (or other similar field)
• Expert knowledge in Excel, with experience in report/model creation and presentations
• Experience with data capture and manipulation tools (SAS, SQL, etc.)
• Experience with modern visualization tools (PowerBI or Tableau, etc.)
• Strong strategic thinking and results focus skills
• Thorough knowledge of the Canadian banking, including channels, products, client, and the competitive landscape
• Strong facilitator, with the ability to lead a team of senior contributors to overall objectives
• Excellent written and oral communication skills

What's in it for you?

• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• A competitive compensation and benefits package.
• An organization committed to making a difference in our communities– for you and our clients.
• You can expect to be recognized and rewarded for high-performance. You'll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
• You'll receive clear, transparent criteria to progress in your career.

Working Conditions

• This role is located in our downtown Toronto, ON office location. Non-standard hours may be required to meet business objectives.

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.