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Scotia Wealth Management

Manager, Virtual Advice Montreal

Montreal, QCPosted 5 days ago

Job Description

  • 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
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    Manager, Virtual Advice Montreal at Scotia Wealth Management | Renata