Manager, Analytics & Insights, CWM Analytics - Toronto, ON

Manager, Analytics & Insights, CWM Analytics – Toronto, ON Requisition ID: 240971

Purpose The Manager, Analytics & Insights will play a key role in supporting the Total Wealth Strategy by enabling data‑driven decision‑making and delivering effective solutions to accelerate business growth and operational efficiency. The role will work closely with stakeholders to understand business needs, develop insights, and support decision‑making through data. Working closely with Scotia Wealth Advisory business lines (SM, PIC & PB), the incumbent will be responsible for managing the end‑to‑end delivery of strategic projects and key initiatives through hands‑on analytics work, cross‑team collaboration and applying deep business acumen to drive meaningful outcomes.

Accountabilities

Manage the design and execution of analytics solutions that support advisory business priorities

Elevate & enhance Total Wealth Analyzer as the advisor's go‑to tool for tailored analytics and creating a one‑stop shop for deeper client insights and new growth opportunities

Standardize reporting across business lines to enable insights and strategic visibility

Support all Total Wealth Analyzer related inquiries from advisor teams, field staff, and head office stakeholders – including handling access requests, responding to data inquiries, and ensuring timely resolution of user issues to support seamless business operations

Provide thought leadership in data storytelling, visualization, and advanced analytics that drive decision‑making

Partner with senior stakeholders to understand business needs and translate them into data‑driven strategies

Collaborate with technology, product, and business teams to ensure alignment and delivery

Identify opportunities to enhance analytics capabilities and influence strategic direction

Champions a high‑performance environment and contributes to an inclusive work environment. Understand Scotiabank’s values, code of conduct and adhere to operational, compliance and conduct risk policies

Understand how the Bank’s risk appetite and risk culture should be considered in day‑to‑day activities and decisions

Dimensions

Support multiple business lines within Wealth (SM, PIC & PB)

Require extensive Wealth Management business knowledge to identify and translate key business data into relevant insights for problem solving and strategic analytics

Strong knowledge about wealth financial planning process, system, measurement and related data

Solid knowledge about data connections through various source data systems within Wealth

Strong knowledge of data visualization, automation & CRM tools including but not limited to Power BI, Salesforce

Expert skills in data mining using SQL, R/Python, or SAS

Expert skills as a user for Salesforce Wealth 360

Hands‑on experience in big data technologies (Hive/Beeline), DB2, SQL Server, Python

Knowledge of MinIO Data Storage, Airflow, Trino, Alteryx is an asset

Experience using BitBucket and Confluence

Knowledge of Cloud platforms (GCP) is an asset

Education / Experience / Other Information

Required: Undergraduate degree in business or engineering

Preferred: MBA and/or equivalent post‑secondary education

Minimum of 7 years of work experience; experience working in the wealth management or financial services sector would be an asset

Deep understanding of all Scotia Wealth Management business lines would be an asset

Ability to deliver results in a fast‑paced and dynamic business environment

Strong business acumen and strategic thinking skills

Highly analytical with strong consulting and problem‑solving abilities; tenacity to identify the root cause of problems is essential

Strong knowledge of data visualization, automation & CRM tools including but not limited to Power BI, Salesforce

Highly motivated, self‑driven, results‑oriented and an ability to work under pressure

Ability to work in cross‑functional teams and build networks and relationships

Strong communication, interpersonal and presentation skills and ability to deal with all levels of management

Strong project management skills and the ability to manage multiple projects at the same time while meeting tight deadlines

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 we 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. 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.

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