Small Business Advisor

3 weeks ago

Orillia, Canada Scotiabank Full time

Requisition ID: 168018

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

Location(s): Canada : Ontario : Orillia

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.

  • Small Business Advisor

    1 month ago

    Orillia, Canada Scotiabank Full time

    Requisition ID: 168018 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...

  • Account Manager, Small Business

    1 week ago

    Orillia, Canada TD Bank Full time

    **Account Manager, Small Business (AMSB)**: - 416599BR **Job Category - Primary** - Commercial Banking **Work Location** - 39 Peter Street North **Employment Type** - Regular **City** - Orillia **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Onsite **Pay Details** **Department Overview** Small...

  • Financial Advisor

    1 week ago

    Orillia, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Financial Advisor

    1 month ago

    Orillia, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Banking Advisor Trainee

    1 month ago

    Orillia, Canada Scotiabank Full time

    Requisition ID: 170489 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **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 you will be provided in-depth training designed to allow...

  • Service Advisor

    4 days ago

    Orillia, Canada Factory Dealership Full time

    **$2500.00 SIGNING BONUS** **Job Summary**: Assists customers with requests for repair and for maintenance service to ensure that the vehicle is fixed right the first time. Assists the Fixed Operations Manager in the operations of the service center by writing up work orders, distributing work to staff, accurately maintaining records, supporting promotional...

  • Client Advisor

    1 week ago

    Orillia, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service...

  • Banking Advisor Trainee

    1 week ago

    Orillia, Ontario, Canada Scotiabank Full time

    Requisition ID: 170489Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.What you'll be doingOur Advisors are customer-centric and able to connect with people in a relatable way.As an essential member of the Canadian Banking Branch network you will be provided in-depth training designed to allow you to...

  • Program Advisor, Wellness

    2 weeks ago

    Orillia, Canada Ministry of the Solicitor General Full time

    Are you an HR professional with experiences supporting staffing activities in the public sector? Consider this exciting opportunity within the Career Development Bureau in with the Ontario Provincial Police, Ministry of the Solicitor General. Working with us, you will have an opportunity to demonstrate your HR, strategic planning and project management...

  • Senior Financial Advisor

    1 week ago

    Orillia, Ontario, Canada Scotiabank Full time

    Requisition ID: 200178 Salary Range: 55, ,200.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture....

  • Student Success Advisor

    1 week ago

    Orillia, Ontario, Canada Georgian College Full time

    Student Success Advisor - Orillia(Job Number:131-23)Department: Student SuccessCampus: OrilliaClassification: Support StaffPosting Date: April 13, 2023Salary Range: $36.19 (start rate) - $ year rate)Hours per week: 35 hours weekStatus: Contract (Appendix D)Effective dates: asap to March 29, 2024THIS IS A TEMPORARY REPLACEMENT POSITION FOR A BARGAINING UNIT...

  • Student Success Advisor

    3 weeks ago

    Orillia, Canada Georgian College Full time

    **Student Success Advisor - Orillia** **(** **Job Number**: **131-23** **)** Department: Student Success Campus: Orillia Classification: Support Staff Posting Date: April 13, 2023 Salary Range: $36.19 (start rate) - $41.94 (4-year rate) Hours per week: 35 hours week Status: Contract (Appendix D) Effective dates: asap to March 29, 2024 **THIS IS A...

  • Financial Advisor

    3 days ago

    Orillia, Canada Scotiabank Full time

    Requisition ID: 201605 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Financial Advisor

    2 weeks ago

    Orillia, Canada Scotiabank Full time

       Requisition ID: 201605Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the roleWhat your role will be…Financial AdvisorAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Financial Services Associate

    3 weeks ago

    Orillia, Canada Assante Wealth Management Full time

    An established and growing financial planning practice is seeking a Financial Services Associate to join our team. This is an opportunity for a career-oriented individual who wishes to leverage their existing financial background and grow their transferable skills within our branch. The incumbent will work closely with an Advisor in the management of the...

  • Client Experience Specialist

    2 months ago

    Orillia, Canada Investment Planning Counsel Full time

    **Client Experience Specialist** Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. **About Us** We specialize in financial planning for individuals,...

  • Client Experience Specialist

    2 weeks ago

    Orillia, Canada Investment Planning Counsel Full time

    Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. **About Us** We specialize in financial planning for individuals, families, and business owners. Our...

  • Client Experience Specialist

    2 weeks ago

    Orillia, Canada Investment Planning Counsel Full time

    **Client Experience Specialist** Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada. We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience. **About Us** We specialize in financial planning for individuals,...

  • Project Manager

    2 weeks ago

    Orillia, Canada eCapital Full time

    **About Us**: We are on a mission to provide innovative working capital solutions to small and medium size businesses throughout the United States, Canada, and the United Kingdom. A steady cash flow can change the course of a business and help a company define its future, promote growth, and impact the bottom line! As a leading provider of innovative funding...

  • Client Experience Specialist

    1 week ago

    Orillia, Ontario, Canada Investment Planning Counsel Full time

    Investment Planning Counsel (IPC) is one of the fastest growing independent wealth management companies in Canada.We are a diverse group of people all driven towards one goal: helping advisors build a better business through a remarkable client experience.About UsWe specialize in financial planning for individuals, families, and business owners. Our team is...