Current jobs related to Small Business Financial Advisor - Montreal, Quebec - Scotiabank

  • Small Business Consultant

    2 months ago

    Montreal, Quebec, Canada Scotiabank Full time

    About the RoleWe 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 throughout their journey.Key ResponsibilitiesManage a portfolio of high-value and complex small business owner...

  • Small Business Consultant

    2 months ago

    Montreal, Quebec, Canada Scotiabank Full time

    About the RoleWe 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 throughout their journey.Key ResponsibilitiesManage a portfolio of high-value and complex small business owner...

  • Financial Services Advisor

    4 weeks ago

    Montreal, Quebec, Canada IA Financial Group Full time

    Job Title: Advisor Support SpecialistJob Summary:The Advisor Support Specialist plays a crucial role in providing exceptional support to investors and advisors. This position requires a strong understanding of financial services and customer service principles, as well as excellent communication and interpersonal skills.Key Responsibilities:Provide timely...

  • Financial Services Advisor

    4 weeks ago

    Montreal, Quebec, Canada IA Financial Group Full time

    Job Title: Advisor Support SpecialistJob Summary:The Advisor Support Specialist plays a crucial role in providing exceptional support to investors and advisors. This position requires a strong understanding of financial services and customer service principles, as well as excellent communication and interpersonal skills.Key Responsibilities:Provide timely...

  • RBC Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and motivated individual to join our team as a Financial Advisor. As an RBC Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice to clients on everyday...

  • RBC Financial Advisor

    1 month ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and motivated individual to join our team as a Financial Advisor. As an RBC Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice to clients on everyday...

  • RBC Financial Advisor

    1 month ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and motivated individual to join our team as a Financial Advisor. As an RBC Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice to clients on everyday...

  • RBC Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and motivated individual to join our team as a Financial Advisor. As an RBC Financial Advisor, you will be responsible for attracting, nurturing, and growing relationships with our high-value personal and small business clients.Key ResponsibilitiesProvide proactive, professional advice to clients on everyday...

  • Financial Advisor

    3 weeks ago

    Montreal, Quebec, Canada Sun Life Financial Full time

    At Sun Life Financial, we're looking for a talented Financial Advisor to join our team in Montreal. As a Prospr Advisor, you'll play a key role in helping clients achieve their financial goals and live healthier lives.Key Responsibilities:Proactively call and take calls from new and existing insurance and investment clients to provide holistic adviceEngage...

  • RBC Financial Advisor

    1 month ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job OpportunityWe are seeking a talented individual to join our team as an RBC Financial Advisor. As an Expert Banking Advisor, you will attract, nurture, and grow relationships with our high-value personal and small business clients.Key Responsibilities• Provide proactive, professional advice to clients on everyday banking, investments, and credit.•...

  • RBC Financial Advisor

    1 month ago

    Montreal, Quebec, Canada Royal Bank of Canada> Full time

    Job OpportunityWe are seeking a talented individual to join our team as an RBC Financial Advisor. As an Expert Banking Advisor, you will attract, nurture, and grow relationships with our high-value personal and small business clients.Key Responsibilities• Provide proactive, professional advice to clients on everyday banking, investments, and credit.•...

  • Chief Advisor, Insights, Financial Strategist

    4 weeks ago

    Montreal, Quebec, Canada Industrial Alliance Insurance and Financial Services Inc. - Full time

    Job Title: Chief Advisor, Insights, FinancialAt Industrial Alliance Insurance and Financial Services Inc., we are seeking a highly skilled and experienced Chief Advisor, Insights, Financial to join our team.Job Purpose:The Chief Advisor, Insights, Financial & Risk Management Performance, iA Wealth is a pivotal role within our organization, tasked with two...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Advisor, Strategy & Investment SolutionsAre you passionate about investments and securities? Do you want to make a meaningful impact in the field of wealth management? We're seeking a talented Advisor, Strategy & Investment Solutions to join our National Bank Financial Wealth Management (NBFWM) team.Your Role:Act as a key point of contact for Wealth...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada National Bank Full time

    Advisor, Strategy & Investment SolutionsAre you passionate about investments and securities? Do you want to make a meaningful impact in the field of wealth management? We're seeking a talented Advisor, Strategy & Investment Solutions to join our National Bank Financial Wealth Management (NBFWM) team.Your Role:Act as a key point of contact for Wealth...

  • Financial Advisor

    1 month ago

    Montreal, Quebec, Canada Desjardins Full time

    Job Title: Financial AdvisorAs a Financial Advisor at Desjardins, you will play a key role in helping individuals and businesses achieve their financial goals. Your primary responsibility will be to develop and maintain lasting relationships with clients, providing them with expert advice and guidance on financial matters.Key Responsibilities:Advise clients...

  • Financial Advisor

    1 month ago

    Montreal, Quebec, Canada Desjardins Full time

    Job Title: Financial AdvisorAs a Financial Advisor at Desjardins, you will play a key role in helping individuals and businesses achieve their financial goals. Your primary responsibility will be to develop and maintain lasting relationships with clients, providing them with expert advice and guidance on financial matters.Key Responsibilities:Advise clients...

  • Chief Advisor, Financial Insights

    1 month ago

    Montreal, Quebec, Canada Industrial Alliance Insurance and Financial Services Inc. - Full time

    Job Purpose:The Chief Advisor, Insights, Financial & Risk Management Performance plays a pivotal role within our organization, driving growth by supporting business strategies and bridging the Wealth Sector and Corporate Finance teams.Key Responsibilities:Develop and implement financial strategies to drive business growth and improve performance.Provide...

  • Chief Advisor, Financial Insights

    1 month ago

    Montreal, Quebec, Canada Industrial Alliance Insurance and Financial Services Inc. - Full time

    Job Purpose:The Chief Advisor, Insights, Financial & Risk Management Performance plays a pivotal role within our organization, driving growth by supporting business strategies and bridging the Wealth Sector and Corporate Finance teams.Key Responsibilities:Develop and implement financial strategies to drive business growth and improve performance.Provide...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada Desjardins Full time

    Job Title: Financial AdvisorAs a Financial Advisor at Desjardins, you will play a key role in helping individuals and businesses achieve their financial goals. Your primary responsibility will be to develop and maintain lasting relationships with clients, providing them with expert advice and guidance on financial matters.Key Responsibilities:Advise clients...

  • Financial Advisor

    4 weeks ago

    Montreal, Quebec, Canada Desjardins Full time

    Job Title: Financial AdvisorAs a Financial Advisor at Desjardins, you will play a key role in helping individuals and businesses achieve their financial goals. Your primary responsibility will be to develop and maintain lasting relationships with clients, providing them with expert advice and guidance on financial matters.Key Responsibilities:Advise clients...

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 Advisor to join our Canadian Banking Branch network. As an essential member of our team, you will be responsible for managing a portfolio of high-value and complex small business owner relationships to achieve retention and other negotiated goals while meeting Scotiabank's Service Standard.

Key Responsibilities
  1. Develop and maintain strong relationships with small business owners, providing comprehensive advice and guidance to help them build successful businesses.
  2. Partner with fellow advisors to create a customer-centric environment, driving business growth and retention.
  3. Proactively engage with new and existing clients to build strong, ongoing relationships and provide exceptional service throughout the customer's journey.
  4. Stay up-to-date with industry trends and competitor offerings, ensuring you have a deep understanding of the small business market and its complexities.
Requirements
  1. You possess a results-oriented attitude and have sound knowledge of the small business market, including financial statements, risk management policies, and legal and security documentation.
  2. You demonstrate excellent business development techniques and are conversant with small business legal structures, life cycles, and competitor offerings.
  3. You have good organizational skills and are flexible to adapt to a constantly changing environment.
  4. You are a strong relationship builder and communicator, with excellent collaboration and interpersonal skills.
  5. You have an education in a business-related discipline or equivalent work experience as a small business owner.
  6. Valid driver's license and access to a reliable vehicle.
What We Offer
  1. A rewarding career path with diverse opportunities for professional development and growth.
  2. A competitive compensation and benefits package, including internal training to support your growth and enhance your skills.
  3. The opportunity to join a forward-thinking company with a commitment to making a difference in our communities.

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