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 Banks exposure to risk; oversee the implementation of the Banks policies, practices, procedures and specific pilot related activities; understand how the Banks 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 effective operations of his/her respective areas in accordance with Scotiabanks 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? Wed 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.

📌 Senior Manager, Retail Virtual Advice Delivery - Scarborough, ON
🏢 Scotiabank
📍 Scarborough