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Manager, Retail Virtual Advice Delivery - Halifax, NS

Scotiabank

Halifax, NS

Manager, Retail Virtual Advice Delivery - Halifax, NS

Scotiabank

Halifax, NS
 
Salary: Information not available
 

 

 

 

Requisition ID: 251866 

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

 

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.
  • You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise.

 

 

 

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.

We are committed to hiring military and Veteran spouses and encourage you to identify your connection with the MSEN when reaching out to us or applying to any of our open roles.

 

Have questions or want to learn more about us? We would love to hear from you!

 

rochelle.mendonca@scotiabank.com

 

Whenever possible, reach out to a named contact rather than a general inbox  - it helps ensure a quicker, more personalized response. If you hit a bounce-back, let us know at

employment.Emploi@cfmws.com

About Scotiabank

The Scotiabank Veterans Network (SVN) is committed to supporting veterans, reservists, and military spouses by recognizing and valuing their unique skills and experiences. As a military-friendly employer, Scotiabank actively promotes the integration of veterans into civilian careers by offering a wide range of employment opportunities across the Bank.  SVN plays a key role in this effort, leading initiatives such as a mentorship program designed to support both current and transitioning veterans.

The team was instrumental in driving recent enhancements to Scotiabank’s reservist leave policy and organized the inaugural Valour and Vision Expo in Q4 2024, where industry leaders pledged to support veterans entering the civilian workforce.  In February 2025, Scotiabank proudly served as the lead Banking Sponsor of the Invictus Games, an international multi-sport event that aids in the rehabilitation of wounded, injured, and ill service members—both active and retired.

Additionally, SVN hosts a variety of events throughout the year, including leadership symposiums and annual Remembrance Day ceremonies, to honor and support the military community.