Job Description

Requisition ID: 255522

ScotiaMcLeod, a cornerstone of Scotia Wealth Management®, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we’re committed to helping clients grow and protect their wealth by understanding their complete financial picture—life, family, business, and future.

Our signature Enriched Thinking® approach brings together investment, wealth planning, and advisory specialists to deliver truly personalized solutions. You’ll be supported by an innovative, team-based environment that values integrity, client focus, and continuous growth.

At ScotiaMcLeod, you’re not just building a career—you’re joining a firm where ideas spark, collaboration thrives, and you’re empowered to reach your full potential while making a real impact in your clients' lives.

INTRODUCTION:

As a member of the National Sales Management team, the Assistant Manager, Business Operations, contributes to building and maintaining a strong platform that supports a high-performance sales force and branch network.

The Assistant Manager, Business Operations, is responsible to effectively and efficiently assisting with the management of several policies and procedures regarding core ScotiaMcLeod programs including areas such as compensation, performance reporting and Advisor transitions.

The Assistant Manager, Business Operations, is expected to provide day-to-day operational support and ensure that the service provided meets the business need with the utmost efficiency. The Assistant Manager, Business Operations, is expected to be an independent and self-driven learner, researching and developing new skills while meeting all expected delivery timelines and keeping management appraised of ongoing issues and concerns.

WHAT YOU’LL BE DOING

In this role you will:

1. Compensation and Performance

• Assist with the management of ScotiaMcLeod policies and procedures related to Advisor compensation and performance, including the implementation of policies, annual reviews and grid level adjustments, reporting, and tracking where required.
• Develop a strong knowledge of the ScotiaMcLeod compensation structure, including but not limited to Advisor code structures, Commission payout, and PriceMetrix householding methodology. Provide guidance to Branch Management Teams regarding compensation related issues.
• Develop a strong knowledge of Advisor Cash Compensation as outlined in the Compensation and Recognition Guide, including Grid and commission payout.
• Develop a strong understanding the various compensation programs applicable to Advisor teams. As required, provide required reporting, tracking, and analysis to Senior Sales Management, Regional Offices and Branch Managers. Will require a thorough understanding of the compensation models and recognition programs.
• Work closely with HR Administration and Variable Compensation regarding compensation and performance related inquires.
• Develop an understanding of and assist in the onboarding and departure processes for ScotiaMcLeod Advisor teams, which can include code creations, tracking of assets, and other reporting.

2. Sales Management Policy Support, Project Management, and Initiatives

• Identify opportunities for operational improvements to increase efficiencies and better serve client needs;
• Provide support on ad hoc projects and initiatives, as required, by the business to ensure alignment with the strategic focus and project plans.
• Actively contribute to decision making and recommendations and escalate issues / concerns for discussion and resolution.
• Work closely with Senior Management, Business Partners and other Stakeholders to establish / align the scope and objectives of the initiative.
• Assist in the creation and maintenance of content within the internal intranet site for ScotiaMcLeod and Sales Management.

3. Field Management Support

• Liaise with all levels of Sales Management to drive resolution to business issues in a manner that is aligned to strategy and supports the needs of the field and business.
• Develop an understanding of the various systems used by the field (i.e., Host on Demand, SCORE, Salesforce, etc.)
• Control, execute and assist with specific requests from ScotiaMcLeod Branches regarding policy clarification, data confirmation, operational issue resolutions, and other requests.
• Ability to understand and identify financial data/gaps and ensure data integrity

DO YOU HAVE THE SKILLS

We’d love to work with you if you have:

• Experience in the securities industry
• Excellent verbal and written communication
• Strong organization skills
• Ability to take initiative, work independently and meet deadlines
• Meticulous attention to detail and excellent time management skills
• Ability to work within a team environment and be a strong collaborator
• Exceptional client service skills
• Strong work ethic and able to meet
• Strong proficiency in Microsoft office applications, particularly Word and Excel
• Contributes to and builds a high performance environment and fosters an inclusive work environment.

WHAT’S IN IT FOR YOU

• Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking
• The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
• An organization committed to making a difference in our communities– for you and our clients.
• An inclusive working environment that encourages creativity, curiosity and celebrates success.
• Learning and Development – free access to Scotia Academy to upskill and develop your skills.

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.