Director, Advisor Excellence

2 weeks ago


Toronto, Ontario, Canada Scotiabank Full time

Requisition ID: 200891

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

What your role will be...

Director, Advisor Excellence - Small Business, Canadian Banking

Leads and oversees the optimization of Small Business day-to-day advisor performance, and in the design and implementation of change management initiatives ensuring business strategies, plans and initiatives are executed / delivered in compliance with governing regulations, internal policies and procedures.

What you'll be doing...

Leads and drives a client focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. Responsible for re-engineering processes to drive significant improvements in client experience, with focus on reducing defects and increasing quality management. Partners with clients, third party providers, and internal stakeholders to proactively recognize and implement opportunities to improve client and employee experiences. Provides strategic and tactical oversight of the design & implementation of business transformation initiatives and projects to support end to end operating model design across Small Business, with a focus on productivity, incremental revenue and/or cost reductions. Leverages internal expertise, best-in-class systems, processes, and tools, comparing to external benchmarks, augmenting expertise, and pushing the Bank towards top tier performance. Works closely with partners withing the Business Service Centre (BSC) and other service partners (such as ACE, Global Business Payments, and Global Risk Management) to ensure an appropriate model is in place to offer priority service to high value clients. Owns the overall employee experience, onboarding, career progression pathway (ELEVATE) and learning frameworks for Small Business and collaborates on the creation of all program content with various partners, including external vendors, Human Resources and the Global Learning & Development COE in its design and development. Leverages data and insights for continuous improvement and effectiveness of programs. Focus on new adjudication workflow, tools and F/S analysis. Review of existing recognition programs (i.e. Applause, top performers) to assess adequacy and alignment with market best practices. Design and execution of the onboarding strategy for SBAs, the HC&P team and roles supporting Small Business. Design and deployment of learning strategies for continuing education across key sales and sales management roles (SBA, Sr SBA, VSBA, HCPA, HCP, Team Leads, SBDMs). Build a formal onboarding plan for SBDMs in alignment with role refresh. Develop an upskill training plan for Sr. SBAs in support of the UpMarket strategy (in partnership with the National Solutions team). Leads the Small Business Lending Support team, providing proactive and reactive coaching and support to the retail branch network and advisors through responding to inbound calls and emails from branches as well as outbound product coaching and skill-building to build sales competency and enable sales growth. Leads the SBH/Tech tier 1 helpdesk strategy and solutions, ensuring prompt resolution of technical issues and exceptional support for stakeholders. Create and maintain a comprehensive knowledge base, empowering the helpdesk team with resources and guidance for optimal performance and escalation pathway for tier 2 support. 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; communicating vison/values/business strategy; and managing succession and professional development planning for the team.

What you need to succeed...

Post-secondary education, University Business Degree or MBA preferred 10+ years of business and consumer/retail experience in the banking sector, with 5+ years in a leadership role Extensive background in Financial/Product Management/Credit experience within the financial sector Extensive project / program management experience Thorough understanding of LEAN blackbelt principles and process optimization methodologies Excellent understanding of Small Business segment, including deposit and credit policies and procedures, servicing model, distribution channels, systems, products, and strategic support areas to ensure the company complies and meets with strict regulatory standards and guidelines. Strong understanding of retail/small business/commercial banking products, processes & systems, and markets. Advanced communication and commercial skills with exceptional strategic thinking capabilities and a client and results focus. Superior influencing skills with excellent interpersonal, communication (oral & written), presentation and negotiation skills – able to influence all levels of the organization, build consensus and obtain cooperation through the presentation of insight based on sound investigation and experiences. Expert knowledge of project management techniques, including Agile. Excellent analytical and critical thinking capabilities.

Working Conditions:

Work in a standard office-based environment; non-standard hours are a common occurrence. Limited travel domestically may be required.

What we're 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.

  • Toronto, Ontario, Canada Scotiabank Full time

    Requisition ID: 200891Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be...Director, Advisor Excellence - Small Business, Canadian Banking Leads and oversees the optimization of Small Business day-to-day advisor performance, and in the design and implementation of change management...


  • Toronto, Ontario, Canada Dentsu Media Full time

    Company DescriptionOur mission is to _Drive Business Performance. _We use data to create personalized and connected experiences that deliver transformative business outcomes. Our role is to ensure our clients meet their quantifiable business goals every day, consistently, in every market. We are entirely focused on delivering better business results through...


  • Toronto, Ontario, Canada Knewin Full time

    Tyndale is a Christian university that prepares leaders for work in the private, public and not-for-profit sectors, ministry and the global mission of the church. Tyndale offers fully accredited programs in a wide range of disciplines at both the undergraduate and graduate levels. Currently, there are over 1,600 students representing over 40 denominations...


  • Toronto, Ontario, Canada dentsu Full time

    Company Description Our mission is to Drive Business Performance. We use data to create personalized and connected experiences that deliver transformative business outcomes. Our role is to ensure our clients meet their quantifiable business goals every day, consistently, in every market. We are entirely focused on delivering better business results...


  • Toronto, Ontario, Canada Mechanic Advisor Inc. Full time

    Steer by Mechanic Advisor offers a suite of software tools for today's automotive repair shop. We combine a mix of software tools that a repair shop needs to run a highly profitable shop, in one user-friendly, cost-effective platform. Through the Steer CRM suite, we allow the shop owner to get back to focusing on what matters, and to stop worrying about...


  • Toronto, Ontario, Canada HomeSafe Alliance Full time

    HomeSafe Alliance Director of Operations Excellence Madison , Wisconsin Apply Now HomeSafe Alliance is the single global household goods movement manager of over 300,000 Military Household Goods moves per year for USTRANSCOM and the U.S. Armed Forces, Department of Defense civilians, U.S. Coast Guard, and their families. Director of Operations Excellence ...


  • Toronto, Ontario, Canada York University Full time

    Purpose: Faculty Relations supports collective bargaining, collective agreement administration and on-going labour-management relations for academic employees of York University, comprising 8 unionized employee groups (approximately 4, employees). Reporting to the Director, Faculty Relations, the Senior Labour Relations Advisor, (Senior Advisor) provides...


  • Toronto, Ontario, Canada MasterCard Full time

    Director, Specialist Sales, Advisors Business Development page is loaded Director, Specialist Sales, Advisors Business Development Apply locations Toronto, Canada time type Full time posted on Posted 30+ Days Ago job requisition id R Our Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making...


  • Toronto, Ontario, Canada Capital Markets Advisors LLC Full time

    CMA is boutique Consultancy & Recruiting firm specializing in the Financial Services sector, we are representing a distinguished asset management firm that is seeking a talented Associate Director, Sales to join their dynamic team. As the Associate Director, Sales, you will play an integral role supporting our sales leaders and contributing to the...


  • Toronto, Ontario, Canada Capital Markets Advisors LLC Full time

    CMA is boutique Consultancy & Recruiting firm specializing in the Financial Services sector, we are representing a distinguished asset management firm that is seeking a talented Associate Director, Sales to join their dynamic team. As the Associate Director, Sales, you will play an integral role supporting our sales leaders and contributing to the...


  • Toronto, Ontario, Canada TD Bank Full time

    Work Location:Toronto, Ontario, CanadaHours:37.5Line of Business:TD WealthPay Details:TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering investment solutions to both institutional and individual investors. For over two decades, the organization has established competitive market positions...


  • Old Toronto, Ontario, Canada Capital Markets Advisors LLC Full time

    Associate Director, Internal Sales- Bilingual Part Time / Full Time Associate Director, Internal Sales- BilingualCMA is boutique Consultancy & Recruiting firm specializing in the Financial Services sector, we are representing a distinguished asset management firm that is seeking a talented Associate Director, Inside Sales to join their dynamic team. As the...


  • Toronto, Ontario, Canada iA Private Wealth Inc. Full time

    Description Domain : Private Wealth / Remote working / Location : Toronto , Montreal, Quebec City / Languages : French and English Reporting to the Director, iA Wealth Advice Centre, the Associate Investment Advisor will support both Admin Assistants and Investment Advisors on the team. They will have the opportunity to broaden their experience in the...


  • Toronto, Ontario, Canada Vantage Full time

    Director of Advertising Excellence, Performance, and Optimization Vantage is an emerging SaaS software company that specializes in providing cutting-edge media solutions for enterprise retailers. We empower businesses to optimize their marketing strategies, enhance customer engagement, and drive growth. With a commitment to innovation and excellence,...


  • Old Toronto, Ontario, Canada Capital Markets Advisors LLC Full time

    Associate Director, Internal Sales - Bilingual Part Time / Full Time Associate Director, Internal Sales - BilingualCMA is boutique Consultancy & Recruiting firm specializing in the Financial Services sector, we are representing a distinguished asset management firm that is seeking a talented Associate Director, Inside Sales to join their dynamic team. As the...

  • Edi Advisor

    2 weeks ago


    Toronto, Ontario, Canada University of Toronto Full time

    Date Posted:05/10/2024Req ID: 37305Faculty/Division: Faculty of Arts & ScienceDepartment: FAS Equity, Diversity and InclusionCampus: St. George (Downtown Toronto)Description:ABOUT USThe Equity, Diversity and Inclusion (EDI) Office develops and implements initiatives aimed at advancing equity, diversity and inclusion within the learning and working...


  • Toronto, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Description : Reporting into the Advisory National Sales Manager, Advisor Distribution, the Director is responsible for leadership and implementation of TD Asset Management's distribution strategy in Central Canada. Key Accountabilities: The Director is accountable for the growth and performance of their region This role would require leading,...


  • Toronto, Ontario, Canada Canada Life Assurance Company Full time

    Job Description:The Human Resources, Process Excellence Team is looking for a Manager HR Process Excellence.Reporting to the Director, HR Process & Systems - the Manager HR Process Excellence will be responsible for supporting the evolution of the HR operating model and for HR continuous improvement initiatives.The Manager Process Excellence, reporting to...

  • Tax Director

    2 weeks ago


    Toronto, Ontario, Canada Hydrostor Inc. Full time

    Direct message the job poster from Hydrostor Global Talent Acquisition and HR Business Partner | Process Improvement Leader | Passionate about Growing and Scaling Businesses Title: Director, Global Tax Job Type: Full-Time – Hybrid (3+ days/week in office) Join the Clean Energy Revolution Are you ready to shape the future of sustainable energy? Hydrostor, a...

  • Director, Strategy

    4 weeks ago


    Toronto, Ontario, Canada Ontario Centres of Excellence Full time

    Job Summary Reporting to the Assistant Vice-President, OVIN, the Director, Strategy & Programs - Automotive & Mobility will develop and execute strategies and tactical plans to achieve program and initiative targets and drive portfolio growth. This role will also be responsible for managing and supporting the successful delivery of strategic initiatives,...