Small Business Financial Advisor

4 weeks ago


MontréalOuest, Quebec, Canada Scotiabank Full time

Requisition ID: 208578

As a key member of our Canadian Banking Branch network, you will provide exceptional service to our customers by managing a portfolio of high-value and complex small business owner relationships.

About the role

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

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
  • 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

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English and French because they will serve English-speaking clientele.



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