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Small Business Financial Advisor
2 months ago
We are seeking a highly skilled and customer-centric Business Advisor to join our team in Montreal West. As a key member of our Canadian Banking Branch network, you will be responsible for providing exceptional service to our small business clients.
Key Responsibilities- Manage a portfolio of high-value and complex small business owner relationships to achieve retention and growth goals.
- Develop strong relationships with local business leaders and influencers to promote our services and products.
- Proactively engage with new and existing clients to build strong, ongoing relationships and provide comprehensive advice to help them succeed.
- Collaborate with fellow advisors to create a customer-centric environment and drive business growth.
- Results-oriented attitude and sound knowledge of the small business market, including financial statements, risk management policies, and legal documentation.
- Excellent business development techniques and knowledge of small business legal structures, life cycles, and competitor offerings.
- Strong relationship-building and communication skills, with the ability to adapt to a constantly changing environment.
- 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.
- A rewarding career path with diverse opportunities for professional development and growth.
- A competitive compensation and benefits package, including internal training and development programs.
- The opportunity to work with a forward-thinking company that values diversity, equity, and inclusion.
- A collaborative and dynamic work environment that supports your success and well-being.
Pursuant to a language needs assessment, the successful candidate will be required to communicate in English and French to serve our English-speaking clientele.