Business Advisor

2 days ago

Whistler, Canada BlueShore Financial Full time

**Business Advisor**

In this advisory role, you are responsible for for acquiring, maintaining and growing valued relationships with our Business clients for our Sea-to-Sky branches. As a Business Advisor, you embrace and promote financial wellness for our clients across all deposit, credit, insurance and investment product/service lines. In addition to exploring and acting upon both short and long term needs, your partnership with specialists in credit, investment and insurance helps ensure expertise is available in response to or anticipation of client needs.

BlueShore Financial is a financial boutique with a dynamic team committed to helping our clients improve their overall financial well-being. Thanks to our innovative strategy, rooted in expert advice and expertise, we continue to sustain excellent financial performance and receive high client satisfaction scores that outpace our competitors.

Employee Type: Full Time

Schedule: Monday-Friday

Location: Whistler - Sea-to-Sky Region

**Key responsibilities of this role are**:

- Proactively manage the relationship with an assigned portfolio of affluent business clients and provides appropriate solutions and advice to help them create/maintain business financial wellness.
- Establishes effective partnerships with Retail branches, BlueShore Wealth, Real Estate Lending Group and Leasing to enable a high volume of cross referrals.
- Determines current and future business needs of business clients to achieve short-term and long-term business goals, and identify challenges and opportunities
- Promotes, negotiates and closes the sale for a full range of deposit, credit, insurance, and investment products.
- Manages all aspects of the assigned business credit portfolio including; underwriting, monitoring, compliance and proactive client servicing.
- Uses knowledge, creativity and flexibility in analyzing and structuring credit.
- Approves commercial loans and mortgages within established limits or recommends for approval beyond established limits.
- Proactively develops new business opportunities through memberships with various business organizations and by engaging in networking events in the target market area.
- Keeps informed of competitive situations, industry trends, activities in trade area and general market information of interest to clients in order to continue to proactively meet clients’ needs and identify risks
- Regularly visits assigned branches and participates in branch sales meetings to support the goals and objectives of the business unit.
- Assists the Branch Manager in overseeing business sales and service activities to ensure current and potential business clients receive the best sales and service possible. Shares expertise and mentors Retail branch staff to identify business service opportunities.

**Qualifications and Experience**
- Bachelor’s Degree in Business, major in Accounting/Finance preferred.
- 7-10 years in the financial services industry
- 5-7 years in small business or commercial portfolio management
- Solid understanding of financial accounting and statement analysis, environmental assessments, appraisals, credit bureaus, AR/AP and inventory listings and other documents related to credit underwriting
- Certificate in Small Business Advisory, Certified Financial Planner (CFP), Certified Professional Accountant (CPA), or Certified Credit Professional (CCP) designation an asset.

**Pay Transparency**

Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.

The target range of this role is $74,000 - $100,000. Employment offers are determined by knowledge, experience and internal equity. Plus competitive variable performance bonus.

**What BlueShore Financial can provide you**:

- 4 weeks of paid vacation to start, plus paid personal and wellness days
- Flexible work bonus
- A Performance Reward Program which pays a variable cash reward program recognizing the achievement of corporate, collaboration and personal goals
- Opportunity to work in a world-class, award-winning organization
- Continuing education assistance
- Comprehensive Total Rewards Program including bonuses, pension, flexible benefits

**What BlueShore Financial needs from you**:

- Recognize the strength that diversity, equity and inclusion brings
- Forge relationships with colleagues for strong collaboration
- Provide a premium level of service to all clients, internal and external
- Communicate effectively and professionally
- Exhibit a growth mind-set
- Strive for continuous learning
- Be a proactive thinker and problem solver
- Demonstrate digital excellence
- Be accountable for the risk responsibilities in your area

**Be Richly Valued.** At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. We are building an even stronger and better BlueSh

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