Advice & Service Coach

Scotiabank; Montreal; On-site; CAD 75,000 - 90,000; Full time

Job summary

A leading bank in the Americas seeks an Advice & Service Coach in Montreal. This role involves coaching retail branch teams to enhance their skills in delivering advice and achieving sales goals. The ideal candidate has a strong background in retail banking, excellent communication skills, and the ability to work in a hybrid model. This position offers opportunities for personal growth and a focus on client needs in a supportive environment.

Benefits

Inclusive and accessible work environment

Career development opportunities

Comprehensive health benefits

Qualifications

• In-depth knowledge of Retail Banking products and financial planning strategies.
• 5+ years of experience in retail banking recommended.
• Excellent interpersonal and communication skills.

Responsibilities

• Provide effective coaching aligned with strategic priorities.
• Contribute to regional sales goals by coaching Retail Bankers.
• Deliver customized coaching to support branch team members.

Skills

Coaching skills

Communication skills

Organizational skills

Interpersonal skills

Leadership skills

Education

Post-secondary education in Finance, Commerce or Business

Tools

Financial planning tools

Sales metrics analysis

Job description

Requisition ID: 239902

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

The A.S.E. Advice & Service Coach (ASC) is an infield role operating in a hybrid work structure. The Advice & Service Coach plays a crucial role in developing and enhancing the skills of our retail branch sales teams, enabling them to achieve their full potential and exceed performance goals. The primary responsibility of the role will be to provide effective coaching and upskilling aligned with the Bank’s strategic priorities and key objectives, focused on Canadian Retail Banking products, services and related policies, processes, and tools.

Is this role right for you?

• Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
• Contribute toachievement ofregional sales goals by coaching RetailBankers in assigned branchesby:
• Conductingregularindividual and group coaching focused on elevating the advice conversations of branch team members, delivered in an in-person and/or virtual format.
• Staying up to date with industry trends, best practices and the Bank’s Advice tools and techniques to ensure coaching is relevant and effective.
• Collaborating with District & Branch Management to align coaching with overall strategies & goals.
• Analyzing sales data and metrics to identify trends, areas for improvement and incorporate the insights into coaching activities.
• Utilizing the A.S.E. coaching framework and other call and meeting preparation tools to instill a customer-first mindset and create greater consistency in the Bank’s advice delivery.
• Partneringwith Cross-functional Teams to provide input and support on advice related initiatives.
• Support the A.S.E. Regional Director in continuous improvement, helping shape the development and improvement of future coaching/training strategies and elevate Branch and Advisor performance by
• Providing comprehensive analysis and feedback on branch insightsandunderstanding of products and services with recommendations on how they can be enhanced.
• Developing insightsandrecommendations on matters requiring escalation to District VPsandA.S.E.leadership.
• Building strong relationships with Business Line Partners and regional sales leadership to support and influence the development of coaching/training material to assist branch teams effectively deliver client needs-based advice.
• Championing client’s needs by identifying areas of improvement in the customer journey and our business processes.
• Achieve sustainable improvement in advice & service effectiveness through consistent coaching, enabling “best-in-class” customer experiences by:
• Working with Branch Management to identify knowledge and performance gaps within their team and develop targeted coaching plans to address.
• Delivering customized in-person and/or virtual coaching to support branch team members personal growth and behavioral development.
• Focusing on advice-based coaching and empowering branch teams to deliver excellent customer experiences and impactful advice conversations.
• Coordinate with other Branch Partners to facilitate joint training and coaching support as required.
• Act as a resource for the retail branch networkby:
• Offering support with new priority initiatives, acting as a credible consultant, and providing helpful advice on executing new initiatives
• Sharing expertise on retailproducts, sales practices and reinforcing adherence to the governing regulations and internal policies in the jurisdiction he/she operates.
• Being an authority on, leveraging systems andinternalpartners.
• Maintaining a high degree of knowledge and understanding of the Deposit, Investment, Borrowing and Protection solutions.
• Maintaining a thorough knowledgeof Branch and A.S.E scorecard.
• 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.

Qualifications

• In-depth knowledge and experience withRetailBanking products and financial planning strategies coupled with a deep understanding of supporting advice tools, and related policies, processes, systems.
• Strong understandingoftheretail distribution channels (5+ yearsexperienceinretail bankingrecommended).
• A proven track record in delivering results in a fast‑paced, agile sales environment with strong leadership and coaching skills.
• Ability to work comfortably in a Hybrid work environment both independently and as a key member of the broader A.S.E team ( travel within market may be required )
• Excellent interpersonal and communication skills, with the ability to engage andinfluence at more senior levels as well as effectively collaborate with internal stakeholders.
• Strong organizational and time management skills with the ability to prioritize multiple tasks and responsibilities.
• Demonstrated experience coaching and developing talent.
• Mutual Funds License or Canadian SecuritiesCourse (considered an asset).
• Thorough knowledge of Canada’s financial services marketplace and the customer segments withinit.
• Post‑secondary education in Finance, Commerce or Business(preferred).
• In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, who speak English, locally and elsewhere.

Location

Canada : Quebec : Montreal

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.