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.

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