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Business Advisor- Lindsay, ON

Scotiabank

Lindsay

Hybrid

CAD 100,000 - 125,000

Full time

6 days ago
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Job summary

A leading North American bank in Ontario is seeking a passionate Advisor to manage high-value small business relationships. You will build strong community ties and provide exceptional service through your business development skills. Ideal candidates have experience in financial services, excellent communication abilities, and a background in business-related disciplines. This role offers a competitive compensation package, ongoing professional development, and the chance to make a positive impact in the community.

Benefits

Competitive compensation
Professional development opportunities
Inclusive work environment

Qualifications

  • Experience managing small business relationships.
  • Strong understanding of financial statements.
  • Knowledge of small business products and services.
  • Proficient at building strong relationships.

Responsibilities

  • Manage a portfolio of small business owner relationships.
  • Engage with clients to build strong, ongoing relationships.
  • Create a presence in the local business community.
  • Partner with others to provide exceptional service.

Skills

Customer-centric approach
Financial knowledge for small business
Excellent communication skills
Business development techniques
Organizational skills

Education

Education in business-related discipline
Job description
Overview

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

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 : Lindsay || Canada : Ontario : Bowmanville || Canada : Ontario : Cannington || Canada : Ontario : Peterborough

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.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please contact us. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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