Senior Manager, Sales & Planning, Scotia Itrade

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

Purpose:

Contributes to the overall success of the Scotia iTRADE in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

• Build and maintain annual and quarterly sales planning and target setting by channel and region (clients, accounts, funding, assets).
• Design and maintain standardized sales performance reporting (weekly, monthly, quarterly) with explicit insights and recommendations.
• Partner with Finance to align forecasts with financial plans and scenarios.
• Establish and govern sales KPIs and OKRs aligned to iTRADE’s growth objectives.

• Own iTRADE’s Salesforce based sales reporting and analytics from a business perspective.
• Identify and resolve gaps across Salesforce, analytics, and source of truth reporting.
• Standardize metric definitions, documentation, and controls.
• Translate performance data into actionable insights to improve sales effectiveness.
• Develop business cases, benefit models, and sensitivity analyses for sales tool investments.

• Own end to end design, build, and tracking of scorecards for internal teams and partner channels (Retail, Wealth, National Consultants).
• Analyze scorecard trends, exceptions, and adjustments; identify systemic issues and partner with stakeholders to resolve them.
• Act as the sales performance and analytics partner across iTRADE and key distribution partners.
• Define and manage Contact Centre sales KPIs and reporting.

Champions a customer focused culture to deepen client relationships and leverage broader.