Business Advisor - Terra Losa Centre, AB

Scotiabank

Edmonton

On-site

CAD 60,000 - 80,000

Full time

5 days ago
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Job summary

Scotiabank is seeking an Advisor to support small business clients in Edmonton, delivering exceptional service through the customer journey.

You will manage a portfolio, build community relationships, and partner with colleagues to provide comprehensive financial advice for business owners. This role emphasizes relationship management, business development, and adherence to risk policies.

Qualifications

  • Experience with small business market and financial statements.
  • Knowledge of risk management policies and security documentation for small business products.
  • Strong business development techniques and familiarity with legal structures.

Responsibilities

  • Manage an assigned portfolio of high value and/or complex small business owner relationships to achieve retention and negotiated goals.
  • Develop relationships with Centres of Influence and within the local business community.
  • Proactively engage with clients to build ongoing relationships and provide comprehensive advice.

Skills

Small business banking
Relationship building
Business development
Customer service

Education

Business discipline

Job description

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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 : Alberta : Edmonton

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and our 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.

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