Business Advisor – Westlock, AB

ScotiaBank; Town of Westlock; On-site; CAD 48,000 - 56,000; Full time

Benefits offered by this job

Inclusive culture

Bias-free practices

Employee empowerment

ERGs for all identities

Barrier-free workplace

Accommodations support

Accessible environment

Upskilling courses

Cross-functional development

Tuition assistance

Competitive benefits

Bonuses

Flexible vacation

Personal & sick days from day one

Hackathons

Contests

Social programs

Digital community events

Job summary

ScotiaBank is seeking a Business Advisor to help small business clients get strategic financial advice while managing a personal portfolio of moderate to complex relationships.

You will build a solid local presence through Centers of Influence, proactively engage new and existing clients, and collaborate with other advisors to deliver tailored financial solutions that support long-term growth.

Qualifications

• Experience with small business clients and financial products.
• Understanding of risk policies and required legal documents.
• Valid driver’s license and access to a vehicle.

Responsibilities

• Manage a portfolio of small business clients with growth focus.
• Develop local awareness through Centres of Influence relationships.
• Provide financial advice and solutions to client needs.

Skills

Small business knowledge

Financial statements

Risk management

Relationship building

Business development

Education

Business-related education

Job description

As a Business Advisor, this will help small business clients get the right financial advice while managing a personal portfolio of moderate to complex business relationships.

Attention will be paid to candidates who have a solid understanding of the small business market, strong business development abilities, and an evident ability to communicate and establish trusting business relationships.

Being agile and organized, and working alongside other advisors, also helps provide a customer-centred approach. You will know more about ScotiaBank’s personal values and hiring process in the following section.

Company : ScotiaBank
Location : Canada, Alberta, westlock
Salary : $24.20 per hour
Job type :
Start Date : As soon as possible
Benefits:

• Inclusive culture
• bias-free practices
• employee empowerment
• ERGs for all identities
• barrier-free workplace
• accommodations support
• accessible environment
• upskilling courses
• cross-functional development
• tuition assistance
• competitive benefits
• bonuses
• flexible vacation
• personal & sick days from day one
• hackathons
• contests
• social programs
• digital community events

Job Description

• As a Business Advisor, this will help small business clients get the right financial advice while managing a personal portfolio of moderate to complex business relationships.
• Manage a portfolio of small business clients with a high-value and/or complex profile for renewal and retention with the focus on growth.
• Build a solid position locally within the business community through the development of Centers of Influence relationships.
• Begin proactive engagement of new and existing clients, utilizing your personal brand to improve their financial position and champion solutions to achieve their financial goals.
• Advise and partner with business owners to develop a long-lasting, sustainable success – and provide broader advice and support.
• Partner and work with other advisors to help keep the clients the priority.

Responsibilities

• Manage a wide range of small business clients with complexity and/or value to meet performance and retention goals.
• Develop awareness in the local small business community through Centres of Influence relationships.
• Reach out to new and existing clients with appropriate financial advice and business solutions based on their business needs.

Requirements

• Solid proficiency in financial statements, products, and the small business sector.
• Knowledge of risk management policy and the legal and security documents that apply to business products.
• Education in a business-related discipline or equivalent experience as a small business owner.
• A valid driver’s license and access to an operational vehicle.