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Small Business Financial Advisor

2 months ago

Montreal, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled and customer-centric Small Business Advisor to join our Canadian Banking Branch network. As an essential member of our team, you will be responsible for providing exceptional service to our customers, building strong relationships, and driving business growth.

Key Responsibilities
  • Manage a portfolio of high-value and complex small business owner relationships to achieve retention and negotiated goals while meeting Scotiabank's Service Standard.
  • Create 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.
Requirements
  • 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.
  • 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 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 Offer
  • 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 and French, as they will serve an English-speaking clientele.