Manager, Client Education

　　Requisition ID: 191571

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

　　Purpose of Job:

　　To oversee client education solutions for both prospective and existing Scotia iTRADE clients, internal partners including Scotia iTRADE employees, the Branch network and other BNS business groups as required. The Manager of Client Education is responsible for completing needs analyses, designing, evaluating the most optimal client education solutions. The Manager of Client Education will deliver live education webinars, maintain our public site Learning Centre, and support Education initiatives for iTRADE. In addition, the Manager of Client Education will help plan out projects and initiatives to help deliver value to our self-directed clients.

　　Major Accountabilities:

　　Manage and lead Client Education Projects & Initiatives:

　　Deliver new initiatives to increase client engagement and boost awareness of our client education offerings

　　Plan, outline content/delivery plan, develop solutions, and lead projects and initiatives that will enhance iTRADE’ s education offering to clients

　　Deliver Client education projects and initiatives to be researched, analyzed, and developed based on client data, insights, industry/competitive analysis, and feedback

　　Delivering of Client Education Webinars:

　　Delivering and facilitating live client webinars (audio & video), independently or with internal/external education partners

　　Manage and plan out the client education live webinar calendar on our public site and digital platforms schedule/logistics and monitoring participant registration

　　Using client feedback, industry trends and insights develop new and fresh content to keep our iTRADE clients engaged

　　Work with internal Scotiabank partners to develop content and deliver new webinar content for clients

　　Manage our client education iTRADE YouTube channel to promote our client live webinars and keep it updated with fresh content

　　Work with internal iTRADE teams, Wealth, digital, and Marketing to boost client awareness and highlight the variety of client education offering

　　Client Education Analytics and Metrics:

　　Manage all aspects of reporting and analytics for client live webinars review attendance and feedback and adapt accordingly

　　Use analytics to measure client engagement from our digital public site/platforms and live webinars to create new content for clients to boost engagement

　　Remain up to date on industry trends, best practices on Investor Education:

　　Research and evaluate education delivery best practices to continually foster a culture of learning and improving

　　Research trends, proactively seek out industry insights, conduct competitive analysis related to investor education in the Canadian and North American online investing industry and compare iTRADE against competitors

　　Contribute to the effective functioning of Scotia iTRADE by:

　　Effectively collaborate with internal iTRADE teams and Scotiabank to deliver a ‘best in class’ education experience for clients

　　Facilitating a culture of open and honest communication by actively participating and contributing to one-on-one touchbases and team meetings, encouraging the generation of new ideas and approaches and actively sharing knowledge and experience to enhance the development of all team members

　　Building effective working relationships across the team and with various business line and corporate function contacts

　　Developing and executing a meaningful Employee Development Plan

　　Education/Work Experience/Designations

　　Minimum 5 years in a training/adult education related position (includes head office and ‘in field’ experience) and has experience in developing client focused business solutions

　　Strong communication ability to engage with an audience convey with confidence about presentation topics is a core requirement

　　Strong presentation skills and ability to communicate complex themes into fun engaging presentations for clients

　　Prior knowledge of designing and developing client education solutions, including needs analysis, setting objectives, developing course material, and evaluation methods

　　Previous experience facilitating, presenting, and hosting investing/financial content would be asset

　　Strong knowledge of online investing and the stock market would be an asset

　　French language fluency is an asset

　　Additional Candidate Details:

　　A proven track record of delivering results through a collaborative, inclusive style and process that respects all partners and their respective roles and interests, and builds the lines of communication and understanding throughout all initiatives

　　Have a strong sense of self awareness and confidence that shows up authentically

　　Expert level knowledge in facilitating successful business line, vendor and staff discussions, negotiations, and interventions

　　Ability to manage internal and external stakeholders to deliver on iTRADE’s client education objectives

　　Strong interpersonal skills, oral and written communication skills, attention to detail and follow-through skills

　　Strong presentation skills to audience of clients

　　Strong project management skills and the ability to manage multiple projects at the same time

　　Ability to work as part of an interdependent team and individually when required. Works well with autonomy and is an excellent communicator in a flexible 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, pleaseclick here (https://www.scotiabank.com/careers/en/careers/technical-support-for-applicants.html) . 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.