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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 providing exceptional service to our small business clients, building strong relationships, and driving business growth.

Key Responsibilities
  • Manage a portfolio of high-value and complex small business owner relationships to achieve retention and negotiated goals.
  • Develop relationships with various 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
  • You possess a results-oriented attitude and have sound knowledge of the small business market, including financial statements, risk management policies, and legal documentation.
  • You demonstrate excellent business development techniques and are conversant with small business legal structures, 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, with excellent collaboration skills.
  • 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 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.

Pursuant to a language needs assessment, the successful candidate will be required to communicate in English and French to serve our English-speaking clientele.