JOB DESCRIPTION
Location: Hybrid | Downtown, Toronto
Duration: 6 months
Our client a leading financial institution in Downtown Toronto is looking for a Bilingual Total Wealth Solutions Lead – Spanish, Salesforce to identify opportunities & champion ongoing best-in-class business transformation/ innovation. The successful candidate will have the opportunity to work with one of the Top 5 Banks in Canada.
Typical Day in role:
- Define, lead and execute a cohesive digital transformation strategy designed to limit technological debt and to effectively manage transition from segregated platforms to global platforms adoption, while modernizing technology stacks & digitalization workflows. Work closely with in-country leads and partners to effect execution quality and success.
- Maintain an understanding of financial services markets, the competitive landscape and digital transformation trends relative to the Wealth Management sector and client/user needs and requirements.
- Continually acquire and enhance knowledge of both the Bank’s and the Division’s business strategies and policies, risk management practices and methodologies, product offerings, financial markets, financial instruments, regulatory requirements, Back Office processes, and rapidly changing technology to be able to provide effective business solutions, services and support to the end user business lines.
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Partner with GWM & in-country Technology and Digital teams and other internal stakeholders to enable solutions.
- Collaborates closely with the Senior Manager, Total Wealth Solutions to support the execution of key initiatives, day-today priorities, and execute the roadmap for Total Wealth Solutions across the entire IWM footprint.
- Works with business stakeholders to understand business needs and communicate them effectively to the technology team for digital tools, including Salesforce CRM, investment proposal platforms, financial planning solutions, and others.
- Lead discovery and analysis efforts to understand local business and identify process gaps and improvement opportunities.
- Ensures product delivery is relevant and of high quality, eliminating the need for workarounds. Identifies capabilities, features, value proposition and potential risks for the product vision, working with stakeholders to produce high quality business solutions.
- Communicates progress, elicits feedback and enables stakeholder reviews for validation. Manages engagement with stakeholders and effectively communicates product release features and expected product capabilities within the customer journey.
- Coaches team members and creates an environment that lends itself to self-organizing activities. Identifies and manages business activities (training, communication) required to support agile initiatives. Thinks strategically beyond in-scope activities, providing innovative ideas to challenge or extend current vision.
- Responsible for delivering high-quality training on advisor platforms and solutions to a diverse audience, including both country teams and central office. This includes adapting context and delivery style to match varying level of technical and business expertise.
- Demonstrates strong presentation communication skills to effectively convey the team’s initiatives, value proposition, and project updated across multiples stakeholders.
- 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.
Must-Have Skills:
- 5-7 years of relevant work experience is required.
- Bilingual Spanish/English required
- End User Experience with Salesforce
- Experience with creating/ delivering training materials
- Experience with Wealth Management
Nice-To-Have Skills:
- Experience in project delivery, digital transformation, or strategic sales support
Soft Skills Required:
- Critical thinking skills, using logic and reasoning to evaluate alternative solutions, streamline processes and workflows, summarize conclusions and approaches to improve results and mitigate risks
- A high degree of flexibility is required to adapt to a wide variety of tasks and functions.
- Ability to achieve strategic goals in a dynamic environment, managing timelines and dependencies across multiple teams
- Ability to develop strong working relationships with business and technology partners globally
Education:
- Bachelor degree is required. Business, management, engineer, or a related discipline is preferred. Master’s degree is an asset.
Finance professional is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.