Small Business Advisor

2 weeks ago


Waterloo, Canada Scotiabank Full time

Requisition ID: 177083 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by: - 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 - Creating 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 you have** - 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, including; an understanding of financial statements, applicable risk management policies and legal and security documentation for small business products - 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 Location(s): Canada : Ontario : Waterloo || Canada : Ontario : Cambridge || Canada : Ontario : Kitchener || Canada : Ontario : St. Jacobs || Canada : Ontario : Vanier Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.



  • Waterloo, Canada Scotiabank Full time

    Requisition ID: 188382 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional...

  • Tax Advisor

    1 week ago


    Waterloo, Ontario, Canada Farm Business Consultants Full time

    OverviewJob Title: Tax Advisor & Preparer - Personal & Corporate ReturnsLocation: Waterloo, Ontario. Hybrid- travelling to meet Members, and in office as required.Employment Type: Full-time, PermanentReady for Your Next Challenge? Join FBC in WaterlooEstablished in 1952 as a family business with deep roots in rural communities, FBC has grown to become one of...


  • Waterloo, Canada Manulife Full time

    **_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you....


  • Waterloo, Canada Manulife Full time

    **_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you. -...

  • Assistant Manager

    4 days ago


    Waterloo, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...


  • Waterloo, Canada Definity Financial Corporation Full time

    Economical is part of Definity, which includes some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. Our ambition is to be one of Canada’s leading and most innovative property and casualty insurers. We can’t do that without our people, so...


  • Waterloo, Canada Definity Financial Corporation Full time

    Economical is part of Definity, which includes some of Canada’s most long-standing and innovative insurance brands, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. Our ambition is to be one of Canada’s leading and most innovative property and casualty insurers. We can’t do that without our people, so...

  • Financial Advisor

    2 days ago


    Waterloo, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key...


  • Waterloo, Canada Heartland Farm Mutual Inc. Full time

    Located in Ontario and Nova Scotia, Heartland Mutual Insurance strives to be the Best Mutual. Our team of talented and dedicated professionals challenge the norm and strive to be extraordinary. It’s all about fulfilling our promise with a personal approach. With our team, you’ll bring this purpose to life every day by living our values, being open to...

  • Financial Advisor

    4 days ago


    Waterloo, Canada Royal Bank of Canada Full time

    **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life events....