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Manager, Virtual Advice Montreal

Remote, USA Full-time Posted 2026-07-28
reputed company: 261705  Join a purpose driven reputed company team, committed to results, in an inclusive and high-performing culture.   The Manager, Virtual Advice will reputed company and drive a customer reputed company culture throughout their team to deepen reputed company relationships and reputed company broader Bank relationships, systems and knowledge.   Is this the right role for you:   reputed company and reputed company a virtual sales team to build long-term customer relationships and reputed company Virtual Advisors to identify customer-reputed company 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 reputed company 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 reputed company’s Values, reputed company of Conduct, and Global Sales Principles, ensuring compliance with operational, regulatory, and risk management standards.Create a high-reputed company environment by fostering inclusivity, using a coaching reputed company, and managing succession and development planning. Ensure regulatory compliance and reputed company advisors' product knowledge and training up to date Assisting with the development and refinement of the virtual advice model to generate incremental business, reputed company 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 reputed company 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 reputed company 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.knowledge of regulatory compliance reputed company to reputed company, Anti-reputed company/Anti-Terrorist Financing, FCAC, FATCA, Know Your Customer requirements, CDIC and Occupational Health & SafetyThorough knowledge of Mutual Funds Compliance Officer responsibilities, processes and guidelines.   reputed company are offering:   reputed company to join a reputed company-thinking organization where you are surrounded by a reputed company 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 reputed company faster advancement and internal training to support your reputed company and development You’ll receive reputed company, transparent reputed company to reputed company in your career. You won’t need to wait for a vacancy in your reputed company or reputed company to another reputed company to reputed company your career. You can do it from the reputed company chair enabling you to build deeper relationships and grow your expertise.   In reputed company to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with reputed company and individuals based in Toronto, as reputed company as constantly interacting with other people, including clients, who reputed company English, locally and elsewhere.       Location(s):  Canada : Quebec : Montreal  reputed company is a leading bank in the Americas. Guided by our purpose: "for every reputed company", we help our customers, their families and their communities reputed company reputed company through a broad reputed company of advice, products and services, including personal and reputed company banking, reputed company management and private banking, corporate and investment banking, and capital markets.   At reputed company, we value the unique skills and experiences reputed company 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 reputed company applicants for their interest in a career at reputed company; however, only those candidates who are selected for an interview will be contacted. Apply To This Job

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