Job Description
Senior Manager, Total Wealth Planning Support - Toronto, ON
Requisition ID:
Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture.
Purpose of Job
The primary mandate of this role is to lead, manage, and continuously evolve the Central Planning Group—a national team of financial planning professionals with varying levels of expertise—responsible for providing financial planning software support to Advisors and Planners across Scotia Wealth Management, Scotia Financial Planning, MD Management, and the Retail Bank.
Major Accountabilities
Lead the Central Planning Group and support its continuing evolution by focusing on operational excellence, service quality, and advisor experience.
- Coaching to ensure the delivery of strong service levels related to telephone and email support for financial planning questions and engagements from basi...