Virtual Advisor, Global Transactional Banking, Commercial Banking - Calgary or Vancouver

Scotiabank; Calgary; On-site; CAD 85,000 - 110,000; Full time

Job summary

Scotiabank in Canada is seeking a Virtual Advisor, Global Transaction Banking (Payments and Cash Management) to help commercial clients optimize cash management and banking solutions from Calgary or Vancouver.

You will collaborate with Client Relationship Managers to deliver tailored payment, cash management and deposit solutions, build strong client relationships, and contribute to portfolio growth while meeting regulatory and risk requirements.

Qualifications

• Undergraduate degree in Business, Finance, Economics, or a related discipline.
• Experience working with commercial banking clients, treasury, cash management, payments, or related financial services solutions.
• Strong understanding of client relationship management principles.
• Excellent communication, presentation and organizational skills.
• Ability to assess client needs and recommend appropriate banking solutions.

Responsibilities

• Provide advisory support and customized solutions across the Bank's cash management, payment, deposit, and investment products.
• Partner with Client Relationship Managers to manage and grow client portfolios.
• Support revenue growth, deposit generation, primary client acquisition, and partner referrals.
• Proactively engage clients by analyzing banking needs, financial data, and business plans.
• Conduct disciplined pre-call planning to identify opportunities and deliver value-added recommendations.
• Build and strengthen client relationships while leveraging the Bank's broader capabilities and resources.
• Ensure all business activities align with the Bank's risk appetite, compliance requirements, and operational standards.
• Contribute to a collaborative, inclusive, and high-performance team culture.

Skills

Relationship management

Communication skills

Analytical skills

Problem solving

Collaboration

Education

Bachelor's degree in Business/Finance/Economics

Job description

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Title: Virtual Advisor, Global Transactional Banking, Commercial Banking - Calgary or Vancouver

Requisition ID: 274034
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Virtual Advisor, Global Transaction Banking (Payments and Cash Management)

About the Opportunity:

Join a high-performing Global Transaction Banking team within Canadian Commercial Banking and play a key role in helping clients optimize their cash management and banking solutions. In this client-focused, sales-driven role where you will work closely with Client Relationship Managers to deliver tailored payment, cash management, and deposit solutions that help clients achieve their growth objectives and financial goals.

You will build strong client relationships, identify opportunities to deepen relationships , and contribute to portfolio growth while ensuring adherence to regulatory requirements and the Bank's risk framework.

How You Will Make an Impact:

As a Virtual Advisor (formerly Senior Specialist), GTB (Payments and Cash Management), you will:

• Provide advisory support and customized solutions across the Bank's suite of cash management, payment, deposit, and investment products.
• Partner with Client Relationship Managers to manage and grow client portfolios.
• Support revenue growth, deposit generation, primary client acquisition, and partner referrals.
• Proactively engage clients and prospects by analyzing banking needs, financial data, and business plans.
• Conduct disciplined pre-call planning to identify opportunities and deliver value-added recommendations.
• Build and strengthen client relationships while leveraging the Bank's broader capabilities and resources.
• Ensure all business activities align with the Bank's risk appetite, compliance requirements, and operational standards.
• Contribute to a collaborative, inclusive, and high-performance team culture.

What You Will Bring to the Team:

• Strong relationship-building and client management skills.
• Excellent communication, negotiation, and interpersonal abilities.
• Sound business judgment and problem-solving capabilities.
• Strong analytical skills with the ability to identify client opportunities and develop tailored solutions.
• Ability to manage multiple priorities in a fast-paced environment.
• A collaborative mindset and commitment to delivering exceptional client experiences.

Must-Have

• Undergraduate degree in Business, Finance, Economics, or a related discipline, or an equivalent combination of education and experience.
• Experience working with commercial banking clients, treasury, cash management, payments, or related financial services solutions.
• Strong understanding of client relationship management principles.
• Excellent communication , presentation and organizational skills.
• Ability to assess client needs and recommend appropriate banking solutions.

Nice to Have

• Knowledge of treasury management, liquidity solutions, and commercial deposit products.
• Familiarity with commercial banking sales processes and portfolio management.
• Understanding of AML/ATF, sanctions, compliance, and operational risk requirements.

What's in It for You?

• Opportunity to work with a leading Commercial Banking and Global Transaction Banking team.
• Exposure to a diverse portfolio of commercial clients across various industries , including Agricultural and Automotive.
• Ongoing development and learning opportunities within a collaborative environment.
• A culture that values inclusion, performance, and professional growth.
• The ability to make a meaningful impact on client success while growing your commercial banking expertise.

Working Conditions:

• Standard office-based work environment.
• Flexibility to work non-standard hours when required.
• Limited domestic travel as needed to support client and business objectives.

Open to Calgary or Vancouver locations.

Location(s): Canada : Alberta : Calgary || Canada : British Columbia : Vancouver
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,

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.