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    Director, Planning - Toronto, ON, Canada - Scotiabank

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    Scotiabank background
    Description
    Director, Virtual Advice


    The Director leads and oversees the Canadian Banking Virtual Advice strategy by ensuring business objectives, plans and initiatives are executed / delivered in compliance with governing regulations, internal policies, and procedures.

    The Director works with internal and external stakeholders on developing and executing sales management activities focused on building profitable growth across the country and provides recommendations associated with achieving the objectives of the virtual channel as well as increasing / maintaining awareness of the channel benefits / value proposition to all internal partners and Branch Managers.

    Designing, developing, and overseeing the execution of the Virtual Advice strategy and business plan that will lead Virtual Advice Teams in selling, retaining, and servicing Canadian Retail Banking products and services
    Accountability of the Virtual Advice Manager's goals and providing support to the Regional and District goals

    Establish internal and external sales and coaching best practices during coaching and touch base sessions with Virtual Advice Managers.

    Building strong relationships with the regional teams and partners while working with Virtual Advice Managers in support of their relationship development with district teams and Branch Managers by providing expert advice in a professional and timely manner.

    Leading the Virtual Advice Managers and work with closely with business line partners, District Vice Presidents and Branch Managers in the design, development, and implementation of Retail Virtual Advice strategies in support of the Region achieving their Canadian Retail Banking goals.

    Providing and working on strategies with Retail Performance EO concerning feedback on industry trends, marketing strategies, competitive positioning, market growth assumptions, sales forecasting, and results analysis.


    ~ Provides leadership, coaching and guidance to Virtual Advice Managers to help them lead and develop their teams and ensure they provide a superior customer experience by:

    Contributing to the planning and delivery of relationship building activities with business line partners
    Creating awareness of the virtual channel by working in close collaboration with key partners (CBCC, DVP, DRB, BM) assisting partners in the identification of opportunities by designing and delivering tailored solutions that clearly state the benefits to the customer and the Bank of Nova Scotia
    Overseeing Retail Virtual Advisors to ensure processes, policies and sales practices are appropriately managed and followed
    Regularly schedule coaching with managers to recognize success, help overcome obstacles and set focus to ensure continued improvement in knowledge and leadership
    Proactively manage any performance and conduct concerns

    ~ Leads and develops a team of Managers in their management of an assigned book of client relationships by:

    Providing direction, guidance, and support to team members in identifying gaps in client portfolios and recommending solutions to fit their business needs
    Leading and coaching the Virtual Advice Manager team in areas of sales coaching and achieving assigned goals and targets
    Providing sales training to virtual advisors so that they are equipped to provide tailored advice and recommend customized solutions for retail customers' unique needs
    Contributes to the achievement of the Virtual Advice business objectives by:

    Ensuring the daily and periodic management / audit controls are in place and effective
    Provide leadership with status updates on all initiatives as well as analysis regarding said initiatives. Continually review ways to increase revenue, control or reduce costs through the streamlining of existing processes or functions as well as introducing new initiatives that will benefit the network

    ~ Understands how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions.

    ~ Creates an environment in which their team pursues effective and efficient operations of their respective areas in accordance with Scotiabank's 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 behaviours; and managing succession and development planning for the team.

    University degree in related discipline or 10 years directly related work experience

    Expert knowledge of Scotiabank's Retail products and services, including the supporting systems such as ScotiaHome, Salesforce, Advice +, Process Navitgator etc.

    Expert knowledge of credit processes and policies, including ACE/GRM.
    Effective sales management skills are essential, along with the ability to influence and motivate others
    Thorough knowledge of applicable credit/risk management policies and processes
    Thorough knowledge of regulatory compliance related to Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, Know Your Customer requirements, CDIC, FATCA and Occupational Health & Safety
    Working knowledge of other products and services provided by the Bank's specialized sales forces and other delivery channels such as Wealth Management and Commercial Banking

    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.


    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 . Candidates must apply directly online to be considered for this role.

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