Manager, Virtual Advice Montreal
Requisition ID: 261705
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.
Is this the right role for you:
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.
Contributing 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, 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.
Ensure regulatory compliance and keep advisors' product knowledge and training up to date
Assisting with the development and refinement of the virtual advice model to generate incremental business, client and Advisor value
What you have…
Expert knowledge in virtual sales challenges and best practices
Expert knowledge of sales management activities and techniques, including execution of the Branch Management Disciplines.
Thorough knowledge of 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.
Thorough knowledge of people and performance management techniques.knowledge of regulatory compliance related to Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, FATCA, Know Your Customer requirements, CDIC and Occupational Health & SafetyThorough 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.
You can expect to be recognized and rewarded 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
You’ll receive clear, transparent criteria to progress in your career.
You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.
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, including clients, who speak English, locally and elsewhere.
Location(s): 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.
Apply To This Job
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.
Is this the right role for you:
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.
Contributing 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, 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.
Ensure regulatory compliance and keep advisors' product knowledge and training up to date
Assisting with the development and refinement of the virtual advice model to generate incremental business, client and Advisor value
What you have…
Expert knowledge in virtual sales challenges and best practices
Expert knowledge of sales management activities and techniques, including execution of the Branch Management Disciplines.
Thorough knowledge of 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.
Thorough knowledge of people and performance management techniques.knowledge of regulatory compliance related to Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, FATCA, Know Your Customer requirements, CDIC and Occupational Health & SafetyThorough 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.
You can expect to be recognized and rewarded 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
You’ll receive clear, transparent criteria to progress in your career.
You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.
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, including clients, who speak English, locally and elsewhere.
Location(s): 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.
Apply To This Job