Manager, Retail Virtual Advice Delivery - Mississauga, ON

Scotiabank•Toronto, ON

2d•Onsite

About The Position

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. This is an on-site position. The hours of operation are 10:00am - 8:00pm with Saturdays on rotation.

Requirements

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.

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.
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