Small Business Financial Advisor
2 days ago
Key Responsibilities:
* Manage a portfolio of small business owner relationships to achieve retention and negotiated goals
* Develop relationships with Centres of Influence to create a strong presence within the local business community
* Proactively engage with new and existing clients to build strong, ongoing relationships and provide comprehensive advice
* Partner with fellow advisors to create a customer-centric environment
Requirements:
* Results-oriented attitude and sound knowledge of the small business market
* Excellent business development techniques and understanding of small business legal structures and life cycles
* Strong relationship builder and communicator with good organizational skills
* 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:
* Opportunity to join a forward-thinking company with diverse opportunities for professional development
* Competitive compensation and benefits package
* Internal training to support your growth and enhance your skills
* Organization committed to making a difference in our communities
Language Requirement:
* Ability to communicate in English and French, as you will work closely with other groups from head office and serve an English and French-speaking clientele frequently
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