Small Business Advisor

4 weeks ago


Montreal Quebec GF, CA Scotiabank Full time

Requisition ID: 199290

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

About the role

What you’ll be doing:

Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by:

  • Manage an assigned portfolio of high value and/or complex small business owner relationships to achieve retention and other negotiated goals while meeting Scotiabank’s Service Standard
  • Creating a strong presence within the local business community by developing relationships with various Centres of Influence
  • Proactively engage with new and existing clients to build strong, ongoing relationships and provide comprehensive advice, enabling them to build successful businesses
  • Partner with fellow advisors to create a customer centric environment


What you have:

  • You possess a results oriented attitude and have sound knowledge of the small business market including the features and benefits of small business products and services, including; an understanding of financial statements, applicable risk management policies and legal and security documentation for small business products
  • You demonstrate excellent business development techniques and are conversant with small business legal structures and life cycles, competitor offerings and alternate sources of financing
  • You have good organizational skills and are flexible to adapt to a constantly changing environment
  • You are a strong relationship builder and communicator; and enjoy meeting people and are proficient at collaborating with others
  • You have an education in a business related discipline or equivalent work experience as a small business owner
  • Valid driver’s license and access to a reliable vehicle


What we’re offering:

  • The opportunity to join a forward-thinking company with the ability to collaborate with other business lines within the bank
  • A rewarding career path with diverse opportunities for professional development
  • A competitive compensation and benefits package
  • Internal training to support your growth and enhance your skills
  • An organization committed to making a difference in our communities- for you and our customers

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English French because they will serve and English-speaking clientele.

Location(s): Canada : Quebec : Montreal-ouest || Canada : Quebec : Montreal

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.



  • Montreal, Quebec, G4F, CA Scotiabank Full time

    Requisition ID: 196150Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you’ll be doing: Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service...


  • Montreal, Quebec, G4F, CA Scotiabank Full time

    Requisition ID: 196150Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you’ll be doing: Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service...


  • Montreal, Quebec, G4F, CA Scotiabank Full time

    Requisition ID: 197036Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you’ll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...


  • Montreal, Quebec, G4F, CA Scotiabank Full time

    Requisition ID: 197036Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What you’ll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...


  • Montreal, Quebec, G4F, CA Scotiabank Full time

    Requisition ID: 200913Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Manager, Credit Risk Small Business is responsible for exercising sound credit judgement and providing quality underwriting decisions. The incumbent is to adhere to Bank policy and established exception authorities, while...


  • Montreal, Quebec, G4F, CA Scotiabank Full time

    Requisition ID: 182811 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth...

  • Banking Advisor

    4 days ago


    Montreal, Quebec, G4F, CA National Bank Full time

    Youtube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...


  • Montreal, QC, G4F, CA Scotiabank Full time

    Requisition ID: 182811 Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth...


  • Montreal, Quebec, G4F, CA National Bank Full time

    A role as a Wealth Insurance Advisor at the National Bank of Canada means working collaboratively to help our clients achieve their financial goals. With your passion, exceptional customer service, and attention to detail, you evaluate insurance requests from investment advisors to ensure appropriate types and levels of coverage, including making...

  • Senior Tax Advisor

    3 weeks ago


    Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Senior Tax Advisor at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors (IA) in their tax needs by providing them with general or specific information. In other words, a rare 100% consulting position, without the management of clients' tax returns! The sector's mission is to offer...


  • Montreal, Quebec, G4F, CA National Bank Full time

    As Business Advisory Services Representative you’ll build a trust-based relationship with our business clients. You’ll have a positive impact on clients with your ability to identify business opportunities and your customer service experience. Your compensationThe salary starts at $25.85/ hour. We offer a program to reimburse tuition fees.Your role...


  • Montreal, Quebec, G4F, CA Scotiabank Full time

    Requisition ID: 199573Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Preventative, Pre-Del and Over Limit Portfolio. This team prevents roll rates, helps supports clients in staying on track and to avoid entering FE collections. Utilizing CAT's and negotiations strategies to pre-emptively...


  • Montreal, Quebec, G4F, CA National Bank Full time

    As a Senior Advisor, Banking Client Offer in the Business and Digital Solutions team, Private Banking 1859, you'll work with a multidisciplinary team where you'll contribute your expertise to various major projects that have a significant impact on efficiency, profitability and affect the PB1859 client and employee experience.Your roleBe an expert...


  • Montreal, Quebec, G4F, CA National Bank Full time

    As a Senior Advisor, Banking Client Offer in the Business and Digital Solutions team, Private Banking 1859, you'll work with a multidisciplinary team where you'll contribute your expertise to various major projects that have a significant impact on efficiency, profitability and affect the PB1859 client and employee experience.Your roleBe an expert...

  • Advisor

    2 months ago


    Montreal, QC, G4F, CA Financière Sun Life Full time

    What’s holding you back from building your ow n business? Take control of your life and determine your ow n success. Enjoy financial independence and work life balance. As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements....


  • Montreal, Quebec, G4F, CA National Bank Full time

    A career as an advisor in the Finance Practical Systems Evolution team at National Bank means interacting with the Bank's various managers and sectors by offering your expertise in complex files, understanding business issues by identifying the needs of stakeholders, and influencing orientations and policies related to your professional field within your...


  • Montreal, Quebec, G4F, CA National Bank Full time

    A career as a Senior Onboarding Advisor at National Bank Insurance means acting as a person for new brokers at the National Bank Insurance Firm. In addition, you will have to take ownership of the various business processes in the world of Insurance brokerage, take charge of the delivery of certain initiatives and represent the sector in various projects of...


  • Montreal, Quebec, G4F, CA National Bank Full time

    As a Senior Advisor, Capacity Management in the Business Process Performance and Evolution team at National Bank, you’ll work with the Operations Payments and Operations Personal Banking teams by using your expertise to help improve their performance and efficiency. Your role Be an expert advisor on capacity management for the Vice-Presidents Use your...


  • Montreal, Quebec, G4F, CA Scotiabank Full time

    Requisition ID: 199573Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Preventative, Pre-Del and Over Limit Portfolio. This team prevents roll rates, helps supports clients in staying on track and to avoid entering FE collections. Utilizing CAT's and negotiations strategies to pre-emptively...

  • Senior Legal Advisor

    3 weeks ago


    Montreal, Quebec, G4F, CA National Bank Full time

    Being a Senior Legal Advisor in the Sourcing team at National Bank means contributing to the negotiation of commercial agreements that support our banking products and services offering and being involved in projects that require expertise in multiple legal fields, including technology, commercial agreements, intellectual property and information security....