Small Business Financial Advisor
2 months ago
About the Role
Key Responsibilities
- Manage a portfolio of high-value and 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
Requirements
- 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
- You have a valid driver's license and access to a reliable vehicle
What We're Offering
- 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
-
Small Business Relationship Manager
2 months ago
Moose Jaw, Saskatchewan, Canada Scotiabank Full timeAbout the Role As a Small Business Advisor at Scotiabank, you'll play a vital role in guiding and supporting entrepreneurs across Canada. You'll be a trusted partner, helping them navigate the complexities of business ownership and achieve their financial goals. What You'll Be Doing Cultivate and manage a portfolio of high-value and complex small business...
-
Small Business Relationship Manager
1 month ago
Moose Jaw, Saskatchewan, Canada Scotiabank Full timeAbout the Role As a Small Business Advisor at Scotiabank, you'll play a vital role in guiding and supporting entrepreneurs across Canada. You'll be a trusted partner, helping them navigate the complexities of business ownership and achieve their financial goals. What You'll Be Doing Cultivate and manage a portfolio of high-value and complex small business...
-
Small Business Financial Advisor
2 months ago
Moose Jaw, Saskatchewan, Canada Scotiabank Full timeAbout the RoleKey ResponsibilitiesManage a portfolio of high-value small business relationships to achieve retention and growth goals.Develop relationships with local business leaders and influencers to enhance the bank's presence in the community.Provide comprehensive advice and guidance to small business owners to help them build successful...
-
Small Business Financial Advisor
2 months ago
Moose Jaw, Saskatchewan, Canada Scotiabank Full timeAbout the RoleKey ResponsibilitiesManage a portfolio of high-value small business relationships to achieve retention and growth goals.Develop relationships with local business leaders and influencers to enhance the bank's presence in the community.Provide comprehensive advice and guidance to small business owners to help them build successful...
-
Financial Clerk
20 hours ago
Moose Jaw, Saskatchewan, Canada DMY BUSINESS SOLUTIONS LTD Full timeWe are currently seeking a skilled Financial Clerk to join our team at DMY BUSINESS SOLUTIONS LTD. As a Financial Clerk, you will be responsible for a variety of tasks, including calculating and preparing cheques for payroll, maintaining general ledgers and financial statements, and reconciling accounts. The ideal candidate will have experience with manual...
-
Branch Manager
1 month ago
Moose Jaw, Saskatchewan, Canada Scotiabank Full timeLead a Team of Financial AdvisorsAs a Branch Manager at Scotiabank, you will be responsible for leading a team of financial advisors in Moose Jaw, SK. Your primary goal will be to build and strengthen existing and new customer relationships by providing financial advice and coaching your team to success.Key Responsibilities:Lead and develop a team of...
-
Branch Manager
1 month ago
Moose Jaw, Saskatchewan, Canada Scotiabank Full timeLead a Team of Financial AdvisorsAs a Branch Manager at Scotiabank, you will be responsible for leading a team of financial advisors in Moose Jaw, SK. Your primary goal will be to build and strengthen existing and new customer relationships by providing financial advice and coaching your team to success.Key Responsibilities:Lead and develop a team of...
-
Financial Advisor
4 weeks ago
Moose Jaw, Saskatchewan, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Planner, Investment, you will create custom investment solutions for prospective and existing clients within the Moose Jaw, SK Market. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions...
-
Financial Advisor
4 weeks ago
Moose Jaw, Saskatchewan, Canada Royal Bank of Canada> Full timeJob SummaryAs a Financial Planner, Investment, you will create custom investment solutions for prospective and existing clients within the Moose Jaw, SK Market. You will work alongside internal partners who send client referrals your way, leveraging your creativity, motivation, and drive for new investment sales to provide world-class advice and solutions...
-
Financial Management Specialist
5 days ago
Moose Jaw, Saskatchewan, Canada DMY BUSINESS SOLUTIONS LTD Full timeAbout this roleWe are seeking a highly skilled Financial Management Specialist to join our team at DMY BUSINESS SOLUTIONS LTD. The successful candidate will be responsible for maintaining accurate financial records and performing various accounting tasks.Key responsibilitiesCalculate and prepare cheques for payroll in a timely and accurate manner.Maintain...
-
Client Advisor
2 weeks ago
Moose Jaw, Saskatchewan, Canada Royal Bank of Canada> Full timeJob SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Ambassador, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service...
-
Financial Operations Assistant
3 weeks ago
Moose Jaw, Saskatchewan, Canada DMY BUSINESS SOLUTIONS LTD Full timeWe are seeking a highly organized and detail-oriented Financial Operations Assistant to join our team at DMY BUSINESS SOLUTIONS LTD. As a key member of our accounting department, you will be responsible for preparing general ledgers, journal entries, and bank reconciliations. Your strong analytical skills and ability to maintain accurate records will be...
-
Client Advisor
3 weeks ago
Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full timeJob SummaryWe are seeking a highly motivated and client-focused individual to join our team as a Client Advisor. As a key member of our branch team, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key ResponsibilitiesProactively engage with clients to understand their needs and provide...
-
Client Advisor
2 weeks ago
Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full timeJob SummaryAs a Client Advisor at Royal Bank of Canada, you will play a key role in delivering exceptional client service and driving business growth. You will be responsible for building strong relationships with clients, identifying opportunities for advice and solutions, and leveraging technology to deliver a memorable client experience.Key...
-
Client Advisor
4 weeks ago
Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full timeJob SummaryAs a Client Advisor at Royal Bank of Canada, you will play a key role in delivering exceptional customer service and building strong relationships with clients. You will be responsible for providing personalized financial solutions and advice to help clients achieve their financial goals.Key ResponsibilitiesProactively engage with clients to...
-
Client Advisor
4 weeks ago
Moose Jaw, Saskatchewan, Canada Royal Bank of Canada Full timeJob SummaryAs a Client Advisor at Royal Bank of Canada, you will play a key role in delivering exceptional customer service and building strong relationships with clients. You will be responsible for providing personalized financial solutions and advice to help clients achieve their financial goals.Key ResponsibilitiesProactively engage with clients to...
-
Client Advisor
3 weeks ago
Moose Jaw, Saskatchewan, Canada Royal Bank of Canada> Full timeJob SummaryWe are seeking a highly motivated and client-focused individual to join our team as a Client Advisor. As a key member of our team, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key Responsibilities:Proactively engage with clients to understand their needs and provide tailored...
-
Financial Services Professional
2 weeks ago
Moose Jaw, Saskatchewan, Canada Conexus Credit Union Full timeJob OverviewWe are seeking a skilled Financial Advisor to join our team at Conexus Credit Union. As a Financial Advisor, you will work closely with our members to understand their financial goals and provide personalized solutions to help them achieve success.Key ResponsibilitiesBuild and maintain strong relationships with members through regular...
-
Financial Services Professional
3 weeks ago
Moose Jaw, Saskatchewan, Canada Conexus Credit Union Full timeAbout the RoleWe are seeking a skilled Financial Advisor to join our team at Conexus Credit Union. As a Financial Advisor, you will work closely with our members to understand their financial goals and provide personalized solutions to help them achieve success.Key ResponsibilitiesBuild and maintain strong relationships with members through regular...
-
Financial Services Specialist
3 weeks ago
Moose Jaw, Saskatchewan, Canada Conexus Credit Union Full timeJob OverviewWe are seeking a skilled Financial Advisor to join our team at Conexus Credit Union. As a Financial Advisor, you will play a critical role in helping our members achieve their financial goals.Key ResponsibilitiesBuild and maintain strong relationships with our members through regular communication and personalized support.Assess member needs and...