About The Position

Contributes to the overall success of the Scotia Financial Planning team (Canada) by ensuring communications, business initiatives, events, and enablement activities are effectively planned and executed in support of the team’s business strategies and objectives. Supports consistent and positive employee and advisor experience through the delivery of high-quality communications, governance forums, CE credit programs, recognition and onboarding programs. Ensures all activities are conducted in compliance with applicable regulatory requirements, Global Sales Principles and internal policies, procedures, and risk management standards.

Requirements

  • 2+ years experience in communications, marketing, public relations or related fields.
  • 2+ years in Wealth Management industry
  • Bachelor’s degree

Nice To Haves

  • French proficiency is an asset

Responsibilities

  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Develop clear, engaging, and audience-appropriate communication materials for key stakeholders across the business.
  • Partner closely with cross-functional teams to create and maintain high-quality content, including news items, job aids, FAQs, user guides, and learning videos.
  • Serve as the primary intake point and content steward for the internal WealthNet communications site, ensuring accuracy, consistency, relevance, and timeliness.
  • Continuously evaluate and enhance communication tools, channels, and collateral to improve clarity, effectiveness, and user experience.
  • Support learning and education initiatives by coordinating the submission and tracking of continuing education credits, ensuring accuracy and compliance.
  • Own and manage the Enterprise Complaint Management System (ECMS), including the delivery of ongoing feedback, reporting, and insights to identify trends, drive continuous improvement, and enhance operational efficiencies.
  • Collaborate with business partners to support enhancements and new additions to business systems and processes, developing foundational knowledge while coordinating change management initiatives to drive adoption and effectiveness.
  • Oversee the intake of requests via a group mailbox, triaging and prioritizing inquiries to ensure effective routing and timely resolution.
  • 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.
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