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Manager, Retail Virtual Advice Delivery

Scotiabank

Canada
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CAD 75,000 - 90,000
Today
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Manager, Retail Virtual Advice Delivery
Scotiabank
Canada
Remote
CAD 75,000 - 90,000
Full time
Yesterday
Be an early applicant

Job summary

A leading bank in the Americas is seeking a Manager, Virtual Advice to lead a specialized virtual sales team aimed at enhancing customer relationships. This role involves developing solutions in a remote advice model and ensuring compliance with banking regulations. Ideal candidates will have extensive knowledge of virtual sales, leadership experience, and skills in regulatory compliance. A supportive and growth-oriented work environment is offered.

Benefits

Competitive compensation and benefits package
Support for career advancement and internal training

Qualifications

  • Thorough knowledge of Retail and Small Business products and services.
  • Thorough knowledge of credit risk/adjudication policies and processes.
  • Thorough knowledge of regulatory compliance related to Privacy and Anti-Money Laundering.

Responsibilities

  • Lead and develop a virtual sales team to build long-term customer relationships.
  • Manage and minimize risk by implementing Bank policies.
  • Create a high-performance team environment by fostering inclusivity.

Skills

Expert knowledge in virtual sales challenges and best practices
Sound understanding of the marketplace in which branches operate
Experience in people leadership and performance management
Job description
Overview

Requisition ID: 236971

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

The Manager, Virtual Advice will lead and drive a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.

Responsibilities
  • Lead and develop a virtual sales team to build long-term customer relationships and coach Virtual Advisors to identify customer-centric solutions in a remote advice model.
  • Assess team sales and performance results and enhance team performance.
  • Contribute to the achievement of the highest rating in NPS among customers of all the major banks in Canada.
  • Identify opportunities to drive sales results for the virtual advice teams
  • Manage and minimize risk by implementing the Bank’s policies and procedures, considering risk appetite and culture in daily activities.
  • Create an efficient and effective team environment that aligns with Scotiabank’s Values.
  • Adhere to the Code of Conduct, and Global Sales Principles, ensuring compliance with operational, regulatory, and risk management standards.
  • Create a high-performance team environment by fostering inclusivity, using a coaching mindset, and managing succession and development planning.
  • Assist with the development and refinement of the virtual advice model to generate incremental business, client and Advisor value
Qualifications
  • Expert knowledge in virtual sales challenges and best practices
  • Expert knowledge of sales management activities and techniques, including execution of the Branch Management Disciplines
  • Sound understanding of the marketplace in which branches operate
  • Thorough knowledge of Retail and Small Business products and services, including a working knowledge of systems, routines and operating procedures
  • Thorough knowledge of interviewing, solicitation and telemarketing techniques
  • Thorough knowledge of negotiating techniques
  • Thorough knowledge of Branch systems (e.g. Intralink, Sales Builder, Regional Information System (RIS), Worklist, etc.)
  • Thorough knowledge of credit risk/adjudication policies and processes
  • Experience in people leadership and performance management
  • Thorough knowledge of regulatory compliance related to Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, FATCA, Know Your Customer requirements, CDIC and Occupational Health & Safety
  • Thorough knowledge of Mutual Funds Compliance Officer responsibilities, processes and guidelines
What we are offering
  • The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
  • A competitive compensation and benefits package.
  • An organization committed to making a difference in our communities – for you and our customers.
  • Recognition and incentive for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development.
  • Clear and transparent criteria to progress in your career from the same chair enabling you to build deeper relationships and grow your expertise.

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. 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.

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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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