Back to results

Manager, Virtual Advice - Halifax, NS (Bilingual English/French)

  • Halifax, NS, B3J 1P3, Canada

Applications open in a new tab.

Job details

Apply by
Posting language
English
Posted

Original job description

Requisition ID: 277026

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

This is an on-site position, located at 5201 Duke Street, Halifax, NS. This team operates under extended hours.

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.
  • 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.
  • 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.

Location(s):  Canada : Nova Scotia : Halifax 

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.

More about this job

Responsibilities

The Manager, Virtual Advice will lead and develop a virtual sales team to build long-term customer relationships and drive a customer-focused culture. They are responsible for assessing team performance, ensuring regulatory compliance, and managing risk while implementing bank policies.

Requirements

Candidates must possess expert knowledge in virtual sales management, branch disciplines, and retail banking products. A thorough understanding of regulatory compliance, credit risk, and performance management techniques is required for this role.

Skills

  • Sales management
  • Team leadership
  • Coaching
  • Performance management
  • Risk management
  • Regulatory compliance
  • Retail banking
  • Small business products
  • Credit risk
  • Adjudication
  • Telemarketing
  • Negotiation
  • Mutual funds compliance
  • Strategic planning
  • Succession planning

Benefits

  • Competitive compensation
  • Benefits package
  • Internal training
  • Professional development

Visa sponsorship

Not detected in the job text

Categories

  • Management & Leadership
  • Finance & Accounting
  • Sales
  • Customer Service & Support

Keywords

  • Virtual Advice
  • Sales Management
  • Retail Banking
  • Small Business
  • Credit Risk
  • Adjudication
  • Regulatory Compliance
  • Anti-Money Laundering
  • Know Your Customer
  • Mutual Funds
  • Performance Management
  • Coaching
  • Intralink
  • Sales Builder
  • Risk Appetite
  • Telemarketing
  • Negotiation
  • Banking Operations
  • Succession Planning
  • Financial Services
  • Bilingual
  • Leadership
  • Inclusivity
  • Branch Management

Report this job