Requisition ID: 268616
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Senior Manager, Retail Virtual Advice Delivery - Mississauga, ON
Location: Please note this is an in-office position, located at 4715 Tahoe Blvd, Mississauga, ON.
The Sr, Manager, Retail Virtual Advice Delivery will provide direction, support and coaching to a team of Virtual Financial Advisors to support the overall success of the Virtual Advice delivery in a manner that is aligned to the overall Canadian Banking Strategy while developing a customer-focused sales culture.
This includes meeting team and individual financial objectives through strong sales, profitable growth and retention of the assigned retail portfolio and a primary responsibility for embedding and sustaining sales activities such as the Branch Management Disciplines and Service Basics such as the Customer Experience Model. This will be achieved by remotely selling customized financial solutions using a financial planning approach to meet customer needs and business objectives.
Is this role right for you? In this role, you will:
- Lead a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Lead and develop a virtual sales team in their responsibilities of remotely building and maintaining long term relationships with a portfolio of assigned customers; support the Virtual Advice team on best practices in customer outreach and engaging/deepening with customer book remotely to drive sales and meet performance targets
- Assess team sales and performance results and recommend course of action to enhance team performance.
- Identify and recommend customer book and market opportunities to drive sales results for the virtual advice teams
- Manage and minimize the Bank’s exposure to risk; oversee the implementation of the Bank’s policies, practices, procedures and specific pilot related activities; 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 his/her team pursues effective and efficient operations of his/her 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 behaviors; communicating vison/values/business strategy; and, managing succession and development planning for the team.
- Escalating trends, issues, opportunities to appropriate Business Line Partner as appropriate with supporting recommendations
- Ensuring all regulatory compliance and ongoing product knowledge and training for advisors are up to date in order to adhere to periodic acknowledgement of completion.
- Assisting with the development and refinement of the virtual advice model to generate incremental business, client and Advisor value
Do you have the skills that will enable you to succeed in this role? We’d love to work with you if 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.
- 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.
Location(s): Canada : Ontario : Mississauga
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.