Manager, Virtual Advice - Calgary, AB 1

Scotiabank; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

Scotiabank in Scarborough, Ontario, seeks a Manager, Virtual Advice to lead a team of Mortgage Retention Specialists and deepen customer relationships. You will drive retention strategies, manage performance, and collaborate with Retail Banking partners across the branch network to achieve NPS and revenue targets.

The role requires a strong background in mortgage markets, lending products, and regulatory compliance, with excellent communication and leadership capabilities in a fast-paced,

Qualifications

• Proven leadership and coaching skills with ability to influence and drive change.
• Experience leading teams to achieve sales growth and high performance.
• Deep knowledge of mortgage industry, market dynamics, and retention strategies.
• Strong understanding of retail lending products and risk/compliance expectations.

Responsibilities

• Lead and coach a team of Virtual Mortgage Retention Specialists to deepen client relationships.
• Drive sales growth and retention through effective coaching, performance management, and collaboration with partners.
• Contribute to improving the virtual advice model and ensuring adherence to risk and compliance standards.
• Build a high-performance environment and succession planning to sustain results.

Skills

Leadership

Sales management

Coaching

Relationship building

Communication

Negotiation

Regulatory knowledge

Tools

Salesforce

Intralink

Workhub

ScotiaHOME

RIS

Job description

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Requisition ID: 270794
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Manager, Virtual Advice will provide direction, support and coaching to a team of Virtual Mortgage Retention Specialists, supporting the overall success of the Bank’s mortgage retention and relationship-deepening efforts in a manner that is aligned to the overall Canadian Banking Strategy while developing a customer-focused sales culture.

Is this role right for you? In this role, you will:

• Leads and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Leads and manages a team of Virtual Mortgage Retention Specialists in their responsibilities of managing their assigned client leads, deepening existing relationships, develop new relationships, and working closely with partners across the retail branch network.
• Leads, develops and coaches team by providing direction, support, and guidance, resolving issues, planning and leading team meetings, fostering a performance-oriented environment, recognizing success, identifying sales opportunities, and strategically influencing internal partners
• Contribute to the achievement of the highest rating in NPS among customers of all the major banks in Canada.
• Assist with the development and refinement of the virtual advice model to generate incremental business, client and Advisor value
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Creates an environment in which their team 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.
• Builds a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment and using a coaching mindset and behaviours; communicating vison/values/business strategy; and, managing succession and development planning for the team.

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

• Proven leadership, sales management, and coaching skills with the ability to influence, motivate, and drive change.
• Demonstrated ability to lead and manage teams effectively, driving sales growth, managing performance, and fostering a high-performance culture through coaching, goal setting, and accountability.
• In-depth knowledge of the mortgage industry, market dynamics, customer segments, and competitive positioning.
• Strong understanding of retail lending, investment products, and the Bank’s retention strategies, including advanced knowledge of mortgage renewal risk segments and the offers or incentives available to support successful customer retention.
• Excellent verbal and written communication, presentation, and facilitation skills.
• Expertise in sales management, negotiation, relationship building, and performance management.
• Familiarity with telemarketing and solicitation techniques, including effective interviewing and customer engagement strategies.
• Working knowledge of branch systems (e.g., Intralink, Salesforce, Workhub, ScotiaHOME, Sales Builder, CIR, Regional Information Systems (RIS)) and credit risk/adjudication processes.
• Knowledge of regulatory compliance (e.g., AML, KYC, FATCA, Privacy, OH&S).

Working Conditions:

• Work in a standard office-based environment; non-standard hours are a common occurrence
• Team members will be required to work extended hours
• Team operates between the hours of 10am-8pm

Location(s): Canada : Ontario : Scarborough
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. 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.