Requisition ID: 218602
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As the Manager, Planning & Performance, you will contribute to the overall success of Retail Customer Growth (RCG) through reporting, planning, forecasting, initiative assignment and delivery of key insights, ensuring delivery of key client, product, channel and profitability objectives for the Canadian Retail Bank. You will also ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.

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

• Champion a client-focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge

• Manage the RCG portfolio program reporting and facilitate the creation of dashboards, insights and narratives for partners, management teams and executives

• Build and deliver reporting on key KPIs for our product partners, including core metrics (unit sales by product, channel) as well as supplementary KPIs based on the business line or initiative being measured

• Enhance our product-level reporting and work with partners to better align product-level insights with channel and product views of the data

• Develop and lead presentations intended to support strategic decision-making to product teams, RCG partners, leadership and Finance stakeholders

• Forecast and plan New Accounts Acquired with Finance, business line partners, and retail client growth partners, incorporating initiatives and external market factors into our modeling and track success against forecasts

• Support managing department budget, annual planning process, and ongoing intake prioritization to establish a portfolio of activities designed to exceed business objectives in the most efficient and effective manner

• Partner with Analytics to effectively maintain and manage requests on behalf of the team

• Maintain calendar of all key initiatives planned and launched and identify portfolio level risks and cross-portfolio dependencies, including related to lead management and client contacts

• Support the annual budget process and strategic investment business casing in partnership with the product, RCG, and Finance teams

• Support RCG Portfolio Managers in Business Unit Reviews and as required, and lead Partner presentations related to planning and program performance

• Understand how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions

• Champion a high-performance environment and contribute to an inclusive work environment
  

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

• Post-secondary education in Economics, Finance, Analytics, Mathematics or similar field

• Thorough knowledge of Canadian Banking, including channels, products, clients and the competitive landscape

• Expert proficiency in Excel, with experience in report and model creation and presentation

• Experience using data capture and manipulation tools (e.g. SAS, SQL, Python, etc.)

• Experience using modern data visualization tools (e.g. Power Bi, Tableau, etc.)

• Strong strategic thinking skills and a results-focused mindset

• Strong facilitation skills, with the ability to lead senior contributor to overall objective

• Excellent written and oral communication and presentation skills

• Comfortability working in a hybrid work environment

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.