City : Vancouver, ON, CA, M5C2W1

Category : Business and Financial Operations

Industry : Financial Services/Banking

Employer : Scotiabank

Requisition ID: 211265

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

Please note we are accepting candidates that live in Western Canada provinces, preferably in or around the areas of Vancouver, British Columbia or Calgary, Alberta, with comfortability and flexibility traveling to support the Western Region.

As the Senior Manager & Lead, you will contribute to the overall success and profitable growth of Scotia Insurance across Retail Branch Banking, Small Business Banking, Scotia Mortgage Authority, Home Financing Solutions, Clients Solutions Canada, and Direct Branch Onboarding teams that offer Scotia Insurance products within Western Canada, ensuring specific individual goals, plans, and initiatives are executed and delivered in support of the team’s business strategies and objectives. You will also ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.

Is this role right for you? In this role, you will:

• Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge

• Design, develop and oversee the execution of the strategy and business plan within the assigned region(s)

• Lead the Senior Regional insurance Manager (SRIM) Western team and provide input into the establishment of Channel goals by region and district

• Develop strategies with cross-functional partners concerning feedback on industry trends, marketing strategies, competitive positioning, market growth assumptions, sales forecasting and results analysis

• Establish internal and external sales and coaching best practices for SRIM Western team to deliver during coaching, training and touch-bases with respective touch points (Advisors, Branch Managers, Senior Manager Sales) to maximize the quality of creditor conversations

• Identify training needs and implement training solutions in conjunction with Scotia Insurance Sales Enablement team

• Champion training initiatives and ensuring proper implementation across all channels.

• Champion recruiting efforts (internally & externally) for SRIM roles within the Region

• Partner with Regional Director, Advice and Service Effectiveness in BC & Yukon and Regional Director, Advice and Service Effectiveness Prairie Region to optimize coaching and sustainment strategies in the retail branch channel

• Contribute to the design, development and distribution of sales reporting for Senior Management teams

• Monitor, evaluate and report on sales and coaching results and trends

• Monitor and evaluate efficiency and effectiveness of SRIM deployment within the Region(s) and working with channel partners to ensure optimal deployment is maintained

• Keep Channel leadership informed of progress toward agreed upon growth goals and objectives, including escalating items and issues to appropriate parties

• Contribute to the development of required sales reporting and metrics as required

• Develop SRIM’s to achieve goals and objectives by supporting recruitment strategies, retaining high potential candidates, providing guidance, assessing performance, training and employee development

• Train, coach and motivate SRIM team through tools such as workshops, seminars, conferences, interim touch-bases and one-on-one coaching sessions

• Provide SRIM team with clear direction, expectations and feedback

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

• Post-Secondary education in a related field; PFP, CFP, LLQP, AMP designations are preferred

• Expert knowledge of credit processes, and thorough knowledge of Creditor products offered by other financial institutions and niche competitors

• Strong understanding of sales management activities and techniques

• Expert knowledge of the Retail & Small Business credit products, including the supporting systems, as well as the Bank’s related tools and resources

• Demonstrated leadership capabilities

• Excellent communication and presentation skills are essential

• Thorough experience and knowledge of Microsoft Office applications (Word, Excel, PowerPoint, etc), Lotus Notes, and retail management platforms (e.g. Financial Pulse, Intralink, etc.

Location(s):  Canada : British Columbia : Vancouver || Canada : Alberta : Calgary 

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.