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Manager, Financial Planning, Operations
Location:
Toronto
Description:
Requisition ID: 197306 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Major Accountabilities: Manage projects for the Total Wealth Planning team by: Managing project plans by identifying all deliverables, activities and dependencies, setting milestones and priorities; Conducting needs analysis and backssing current processes through discussions with field SME; Developing implementation and change management plans; and facilitating training via web-ex and conference calls; Engaging partners from various business lines during project work to gain insights, feedback on current processes and recommended solutions to ensure successful deployment of the various initiatives; Responding to ad hoc queries regarding projects or current processes and tracking systems Supporting various smaller initiatives directly with Directors and Sr. Managers as required and if time permits. Proactively build and maintain relationships with the Wealth Partners to promote and Support the Total Wealth Planning process by: Overseeing and participating, when applicable, in regional events, projects and meetings for all SWM business lines Working with local Total Wealth Managers to understand gaps in the process, review and train on salesforce and new intake process. Engaging Total Wealth Managers and Field reps for skill build sessions where Financial Planning knowledge is low – process and/or software. Meet frequently with counterparts in all business lines and Client Solutions to stay current Build strategic relationships within the industry to maintain awareness of what is happening in the marketplace. Manage and proactively improve the effectiveness, quality and standard of the Financial Planning Process by: Driving the creation and effectiveness of tracking and reporting of wealth planning activity and results; Supporting the tactical direction of the Client Solutions team through the development and ongoing analysis. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
April 15 on ListedBuy
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More About this Listing: Manager, Financial Planning, Operations
Manager, Financial Planning, Operations is a Accounting & Finance Manager Financial Planning Job at Scotiabank located in United States. Find other listings like Manager, Financial Planning, Operations by searching Oodle for Accounting & Finance Manager Financial Planning Jobs.
Manager, Financial Planning, Operations is a Accounting & Finance Manager Financial Planning Job at Scotiabank located in United States. Find other listings like Manager, Financial Planning, Operations by searching Oodle for Accounting & Finance Manager Financial Planning Jobs.