Partners with Regional Directors to ensure Insurance Advisory teams have the sales and servicing support required to effectively manage business volumes, deliver exceptional client experiences, and ...
Partners with Regional Directors to ensure Insurance Advisory teams have the sales and servicing support required to effectively manage business volumes, deliver exceptional client experiences, and ...
Applications Support Senior Manager - Global Markets Regulatory Support
Mississauga, ON · On-site
CA$145K/yr
... client experience in a supportive environment with clear opportunities for progression ... Provide full management responsibility for a team or multiple teams, including management of people ...
New
Applications Support Senior Manager - Global Markets Regulatory Support
Mississauga, ON · On-site
CA$145K/yr
... client experience in a supportive environment with clear opportunities for progression ... Provide full management responsibility for a team or multiple teams, including management of people ...
New
Account Manager (Client Success & Growth)
Toronto, ON · On-site
CA$50K - CA$60K/yr
Provide in-depth training and support, ensuring clients understand and maximize the value of our ... to empathize with diverse client challenges. * Demonstrate excellent time management ...
Account Manager (Client Success & Growth)
Toronto, ON · On-site
CA$50K - CA$60K/yr
Provide in-depth training and support, ensuring clients understand and maximize the value of our ... to empathize with diverse client challenges. * Demonstrate excellent time management ...
Account Manager (Client Success & Growth)
Toronto, ON · On-site
CA$50K - CA$60K/yr
Provide in-depth training and support, ensuring clients understand and maximize the value of our ... to empathize with diverse client challenges. * Demonstrate excellent time management ...
Quick apply
Account Manager (Client Success & Growth)
Toronto, ON · On-site
CA$50K - CA$60K/yr
Provide in-depth training and support, ensuring clients understand and maximize the value of our ... to empathize with diverse client challenges. * Demonstrate excellent time management ...
Supporting CPMs in all aspects of client relationship management, including preparing materials, scheduling, and organizing client meetings (in person or online); * Ensuring that all reports and ...
Quick apply
Supporting CPMs in all aspects of client relationship management, including preparing materials, scheduling, and organizing client meetings (in person or online); * Ensuring that all reports and ...
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Office Manager/Client Care Specialist
Toronto, ON · On-site
CA$60K - CA$70K/yr
Training and support will be provided. Vehicle required, as many of the daily tasks involve travel ... Maintain and update the client database (CRM) * Ensure all records, contacts, and communications ...
Quick apply
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Office Manager/Client Care Specialist
Toronto, ON · On-site
CA$60K - CA$70K/yr
Training and support will be provided. Vehicle required, as many of the daily tasks involve travel ... Maintain and update the client database (CRM) * Ensure all records, contacts, and communications ...
Client Manager - Future Opportunity - Contract
Oakville, ON · On-site
CA$80K - CA$90K/yr
Directors and Partners requiring progress updates and support. Technology Team: Tickets, survey ... Client Management Serve as the primary connection between clients, internal teams, and the field ...
Client Manager - Future Opportunity - Contract
Oakville, ON · On-site
CA$80K - CA$90K/yr
Directors and Partners requiring progress updates and support. Technology Team: Tickets, survey ... Client Management Serve as the primary connection between clients, internal teams, and the field ...
Manager, Client Services
Concord, ON · On-site
The Manager, Client Services is responsible for leading client relationships, project delivery, and ... Run own projects beginning to end Step in to support PM-led projects as needed Own client-facing ...
Manager, Client Services
Concord, ON · On-site
The Manager, Client Services is responsible for leading client relationships, project delivery, and ... Run own projects beginning to end Step in to support PM-led projects as needed Own client-facing ...
Client Experience Associate, Investly
CA$79K - CA$96K/yr
Support clients during onboarding * To support the smooth onboarding of clients by identifying ... Strong time-management and organizational skills * Excellent oral and written communication skills ...
Client Experience Associate, Investly
CA$79K - CA$96K/yr
Support clients during onboarding * To support the smooth onboarding of clients by identifying ... Strong time-management and organizational skills * Excellent oral and written communication skills ...
Sales Support Specialist
Toronto, ON · On-site
CA$24.76 - CA$30.96/hr
Support function for client contact via incoming/outgoing phone calls, emails and client showroom ... Internal departments including: resource management, sample fulfillment, quality assurance, credit ...
Sales Support Specialist
Toronto, ON · On-site
CA$24.76 - CA$30.96/hr
Support function for client contact via incoming/outgoing phone calls, emails and client showroom ... Internal departments including: resource management, sample fulfillment, quality assurance, credit ...
Client Services Associate - Training Centre (Part-Time)
Richmond Hill, ON · On-site
CA$22/hr
Experience with a CRM and/or client support system (Zendesk preferred) * Reliable attendance and punctuality * Strong verbal and written communication skills * Proficiency with computer tech/IT an ...
Quick apply
Client Services Associate - Training Centre (Part-Time)
Richmond Hill, ON · On-site
CA$22/hr
Experience with a CRM and/or client support system (Zendesk preferred) * Reliable attendance and punctuality * Strong verbal and written communication skills * Proficiency with computer tech/IT an ...
Personal Support Worker(PSW)- Woodbridge
Woodbridge, ON · On-site
CA$20.60/hr
Strong time management skills, confidentiality, and professionalism * Excellent communicator, able ... Support client to perform ADL's (Activities of Daily Living) including, meal preparation, light ...
Quick apply
Personal Support Worker(PSW)- Woodbridge
Woodbridge, ON · On-site
CA$20.60/hr
Strong time management skills, confidentiality, and professionalism * Excellent communicator, able ... Support client to perform ADL's (Activities of Daily Living) including, meal preparation, light ...
Experience with a CRM and/or client support system (Zendesk preferred) * Reliable attendance and punctuality * Strong verbal and written communication skills * Proficiency with computer tech/IT an ...
Experience with a CRM and/or client support system (Zendesk preferred) * Reliable attendance and punctuality * Strong verbal and written communication skills * Proficiency with computer tech/IT an ...
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Client Care Specialist
Etobicoke, ON · On-site
CA$50K - CA$65K/yr
Supporting the Service Manager and Project Managers in delivering an exceptional client experience. * This is a role where responsiveness, organization, professionalism and accountability matter.
Quick apply
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Client Care Specialist
Etobicoke, ON · On-site
CA$50K - CA$65K/yr
Supporting the Service Manager and Project Managers in delivering an exceptional client experience. * This is a role where responsiveness, organization, professionalism and accountability matter.
Personal Support Worker(PSW)- Woodbridge
Woodbridge, ON · On-site
$20.60/hr
Strong time management skills, confidentiality, and professionalism * Excellent communicator, able ... Support client to perform ADL's (Activities of Daily Living) including, meal preparation, light ...
Personal Support Worker(PSW)- Woodbridge
Woodbridge, ON · On-site
$20.60/hr
Strong time management skills, confidentiality, and professionalism * Excellent communicator, able ... Support client to perform ADL's (Activities of Daily Living) including, meal preparation, light ...
Experience with a CRM and/or client support system (Zendesk preferred) * Reliable attendance and punctuality * Strong verbal and written communication skills * Proficiency with computer tech/IT an ...
Experience with a CRM and/or client support system (Zendesk preferred) * Reliable attendance and punctuality * Strong verbal and written communication skills * Proficiency with computer tech/IT an ...
... client deadlines and service level agreements by prioritizing tasks appropriately, managing ... Support system transitions - Assist clients during platform updates and configuration changes ...
... client deadlines and service level agreements by prioritizing tasks appropriately, managing ... Support system transitions - Assist clients during platform updates and configuration changes ...
As a Client Manager - publisher side, you will be responsible for managing and growing ... Collaborate with the sales team to support new business development efforts, including preparing ...
As a Client Manager - publisher side, you will be responsible for managing and growing ... Collaborate with the sales team to support new business development efforts, including preparing ...
Manager, Client Services
Mississauga, ON · On-site
... support to the Client Experience Coordination team during peak times to ensure all client and ... Reporting Relationship The Client Experience Manager reports to the Client Experience Senior ...
New
Manager, Client Services
Mississauga, ON · On-site
... support to the Client Experience Coordination team during peak times to ensure all client and ... Reporting Relationship The Client Experience Manager reports to the Client Experience Senior ...
New
Personal Support Worker (PSW) - North York
North York, ON · On-site
CA$20.60/hr
Strong time management skills, confidentiality, and professionalism * Excellent communicator, able ... Support client to perform ADL's (Activities of Daily Living) including, meal preparation, light ...
Quick apply
Personal Support Worker (PSW) - North York
North York, ON · On-site
CA$20.60/hr
Strong time management skills, confidentiality, and professionalism * Excellent communicator, able ... Support client to perform ADL's (Activities of Daily Living) including, meal preparation, light ...
Full-time
Re-posted 15 days ago
Key responsibilities
Leads and develops a regional team of Insurance Sales Associates, Senior Insurance Sales Associates, and Associate Insurance Servicing Advisors, ensuring service level standards are achieved.
Oversees regional staffing, workforce planning, and capacity management to support business growth and changing priorities.
Provides strategic leadership in designing, developing, and implementing initiatives to enhance insurance sales administration support and operational efficiency.
Job description
Requisition ID: 266670
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
The Senior Manager is responsible for contributing to the overall success of the Insurance business by providing strategic leadership and oversight of a regional team of Insurance Sales Associates (ISAs), Senior Insurance Sales Associates (SISAs), and Associate Insurance Servicing Advisors (AISAs). The role ensures a high level of sales and service support is delivered to Insurance Consultants while fostering a high-performing culture focused on coaching, development, operational excellence, and continuous improvement.
Accountabilities
- Leads and develops a regional team of ISAs, SISAs, and AISAs across multiple advisory teams. This includes ensuring service level standards are achieved; providing ongoing coaching and leadership support; managing escalated employee and performance-related concerns; creating opportunities for professional development, collaboration, and best-practice sharing; supporting career progression; and fostering an engaged, inclusive, and high-performing team culture.
- Oversees regional staffing, workforce planning, and capacity management for ISA, SISA, and AISA roles, working closely with Regional Directors and Insurance Advisory teams. This includes developing and maintaining a framework to effectively manage business growth, volume fluctuations, vacancies, and changing business priorities while ensuring appropriate support models are maintained.
- Partners with Regional Directors to ensure Insurance Advisory teams have the sales and servicing support required to effectively manage business volumes, deliver exceptional client experiences, and achieve business objectives.
- Provides strategic leadership in the design, development, and implementation of initiatives that enhance insurance sales administration support. This includes gathering feedback from Insurance Advisory teams, ISAs, SISAs, AISAs, and SWIS leadership; collaborating with colleagues across Canadian Wealth Management, business lines, and support functions; identifying opportunities for process improvement and operational efficiency; and overseeing the successful execution of projects and key deliverables.
- Promotes consistency and best practices across supported teams by identifying operational efficiencies, leveraging technology and automation opportunities, and implementing scalable solutions that enhance advisor and client support.
- Develops and maintains a strong understanding of industry trends, competitor practices, and emerging opportunities related to insurance sales support. This includes building external industry relationships and leveraging insights to drive innovation and continuous improvement.
- Understands how the Bank's risk appetite and risk culture should be considered in day-to-day activities and decisions. Consistently does the right thing to keep the Bank safe and fosters a culture where team members, colleagues, customers, and stakeholders feel comfortable speaking up and raising concerns.
- Creates an environment in which the team pursues effective and efficient operations in accordance with Scotiabank's Values, Code of Conduct, and Global Sales Principles, while ensuring the adequacy, adherence to, and effectiveness of business controls related to operational, compliance, AML/ATF/sanctions, and conduct risk.
- Builds and sustains a high-performance environment by implementing people strategies that attract, retain, develop, and motivate talent. This includes fostering an inclusive culture, leveraging a coaching mindset, communicating business strategy and priorities, managing succession planning, and developing future leaders within the organization.
Education, Experience and Other Information:
- Minimum 5 years of insurance, wealth management, or financial services experience.
- Minimum 3 years of people leadership experience managing multiple teams and/or leaders.
- Insurance License.
- University degree or equivalent experience.
- Strong knowledge of the wealth management and insurance industries.
- Demonstrated experience leading change initiatives, workforce planning, and operational improvement projects.
- Industry accreditation such as CSC, CFP, CLU, or equivalent designation is considered an asset.
Location(s): Canada : Ontario : Toronto
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.
About Scotiabank
Sourced by ZipRecruiter
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US
