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Small Business Financial Advisor

2 months ago

Cambridge, Ontario, Canada Scotiabank - Global Banking and Markets Full time
{"title": "Small Business Advisor", "description": "About the Role

We are seeking a highly skilled and customer-centric Small Business Advisor to join our team. As an essential member of our Canadian Banking Branch Network, you will be responsible for managing an assigned 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
  • 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.
  • Create 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 We're Looking For
  • 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.
  • 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 Offer
  • 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.
", "lang_code": "en-US"}