Manager, Investments Client Growth and Engagement

Requisition ID: 269168 

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

Contributes to the overall success of the Retail Banking 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.

The Manager, Investments Client Growth and Engagement, will design and execute short term and long term strategic initiatives that drive growth across our retail investment business. Sitting at the intersection of strategy, analytics, client behavior, and execution, you will identify opportunities to grow assets, deepen client relationships, and improve customer lifetime value. 

The role will leverage data, customer insights, and market opportunities to develop growth initiatives, outreach campaigns to new and existing clients, and manage cross-functional programs that deliver measurable business results. This role offers meaningful exposure to senior stakeholders across Product, Analytics, Marketing, Client Experience, Channel, and Advisor teams.

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

• Growth Strategy, Client Engagement & Campaign Execution:
  • Develop and execute short term growth initiatives that increase retail investment acquisition, engagement, retention, and assets under management.
  • Design and launch campaigns and go-to-market plans.
  • Develop retail investments communication and outreach strategy
  • Define and manage strategies to deliver high quality opportunities to the field

• Insights, Business Cases & Performance Measurement
  • Identify and prioritize strategic opportunities through analysis of client behavior, market trends, competitive dynamics, and business performance.
  • Build business cases, evaluate investment opportunities, and recommend actions to senior leadership.
  • Establish performance frameworks, KPIs, and reporting to measure impact and inform decisions.
  • Translate complex data into actionable insights and executive-level recommendations.

• Cross-Functional Delivery, Partnerships & Risk Alignment:
  • Manage external partners as part of new campaign development
  • In partnership with marketing and communications teams, lead development of mass marketing initiatives (including advertising creatives, client emails, media and partnership opportunities)
  • Partner with Product, Analytics, Distribution, Marketing, Client Experience, and Financial Planning teams to shape strategic priorities and drive execution.
  • Manage short term initiatives with cross-functional teams through ambiguity, aligning stakeholders around strategic objectives and delivering results.
  • Foster a culture of continuous improvement, testing, and innovation to accelerate growth and client outcomes.
  • Ensure all initiatives align with the Bank’s risk management framework, risk culture, and strategic priorities.

• 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. 

Do you have the skills to succeed in this role? We’d love to hear from you if you have: 

• Post-secondary education in marketing, business administration, finance or a related field
• Strategic thinking and a results-oriented mindset.
• Strong analytical skills with the ability to translate data into actionable insights.
• Strong relationship management, collaboration, and communication skills.
• Proficiency in building and delivering presentations to diverse stakeholders.
• Ability to manage cross-functional initiatives and deliver complex programs.
• Experience in marketing, customer strategy, growth strategy, product management or client personalization outreach will be beneficial.

What's in it for you?

• The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers
• A rewarding career path with diverse opportunities for professional development
• Internal training to support your growth and enhance your skills
• An inclusive working environment that encourages creativity, curiosity, and celebrates success!
• Work in an Ecosystem; a bright, modern space where you’ll have access to group seating, offices, collaboration spaces, a cafeteria with different options daily, a bistro, and more

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.