Job Description
Requisition ID: 193845
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
“Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English, in addition to French, because they will be required to work closely with other groups from head office who operate primarily in English, they will report to a manager from head office who is an English speaker, and they will serve an English-speaking clientele frequently.”
As a Relationship Manager, you will be responsible for managing the relationship with the SM Quebec Region, by providing operational support to the business, focusing on day-to-day issue management and adjudication, initiative support, training, and education of colleagues. You will be required to liaise between the Quebec Region Branches and Canadian Wealth Management Operations (CWMO) with a focus on process improvement, project management and general operational support.
Is this role right for you? In this role you will:
Represent the Quebec Region in strategic and tactical decisions for new and ongoing initiatives, as well as regular occurrences of business processes
Share best practices and/or processes that CWMO are facilitating
Act as the Quebec Region’s first point of contact for any escalations
Be aware and intune with any special Quebec only requirements or any upcoming large-scale impacts to CWMO
Maintain the dashboard of CWMO metrics
Reinforce centrally issued operations communications for the Quebec Region ensuring up-to-date information is disseminated to branch leadership
Host regular calls between regional leadership, branch management and CWMO, creating the agenda, hosting the call, and managing any action item follow-up
Develop and maintain partnerships with key internal partners such as other operational teams, technology, compliance, and other Wealth Management business partners as well as external industry peers to influence business decision making on operational policy and process
Provide support with the implementation and documentation of operational processes and procedures including writing and editing documentation
The Must Haves:
Must be fully bilingual in French and English
University degree required
5+ years of relevant work experience
Experience in an investment/brokerage operations environment is required
Knowledge of Wealth Applications is an asset such as Broadridge, Salesforce, Score, Charles River
Project Management experience is an asset
Intermediate to advanced knowledge of MS Office, Visio, Excel, Adobe Acrobat Professional is required
Experience with managing a team and developing talent
Experience working with technology partners
Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have:
Effective communication skills
Strong relationship management skills to build and maintain strong relationships with various stakeholders
An ability to influence towards delivering innovative, results-focused solutions that are in line with the goals of the business
An ability to speak confidently with various senior leaders
Effective communications skills both verbal and written
Strong people skills
An ability to set clear expectations and work with deadlines
Strong analytical skills with the ability to understand the various elements of operations and identify the problem and propose a solution
Pro-active in your quest for knowledge of operations, with a strong strategic thinking capability, think outside the box, problem solve and multi-task
The ability to work independently and prioritize tasks and manage time efficiently, without direct input or oversight
The ability to work effectively in a group environment across various operations, front office, and functional areas
Location(s): Canada : Quebec : Montreal
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.