Virtual Business Advisor - Business Banking Virtual Advice - Halifax

Scotiabank; Halifax; On-site; CAD 60,000 - 75,000; Full time

Job summary

A leading bank is searching for a Virtual Business Advisor in Halifax to manage client relationships in Business Banking. This role focuses on building community connections and offering tailored financial advice. Candidates should have strong communication skills and a deep understanding of the small business sector. The position offers competitive compensation, professional development opportunities, and a collaborative work environment.

Benefits

Competitive compensation and benefits

Professional development prospects

Internal training for skill enhancement

Qualifications

• Strong understanding of business banking market and small business products.
• Proficiency in financial statements and risk management.
• Valid driver’s license and reliable vehicle required.

Responsibilities

• Manage a portfolio of high-value small business relationships.
• Develop relationships with Centres of Influence.
• Engage with clients to provide comprehensive business advice.

Skills

Business development skills

Relationship-building

Communication skills

Adaptability

Education

Education in a business-related field or equivalent experience

Job description

Requisition ID: #

Join a purpose-driven, results-oriented team in an inclusive, high-performing culture.

Virtual Business Advisor, Business Banking Virtual Advice - Halifax, NS

Location: This position is based in Halifax, Nova Scotia, at 5251 Duke Street, Duke Towers. It is an in-office role. The successful candidate will work within the Virtual Business Banking team as a dedicated virtual advisor for Business Banking clients across the country. The schedule aligns with our branch hours: Monday to Friday, 10 am - 6 pm or 12 pm - 8 pm.

What you’ll be doing…

Our Business Advisors focus on customer-centric service, connecting with clients in a relatable way. As an essential part of the Canadian Banking network, your responsibilities include:

1. Managing an assigned portfolio of high-value and/or complex small business relationships to achieve retention and other negotiated goals while meeting Scotiabank’s Service Standards.
2. Building a strong presence in the local business community by developing relationships with Centres of Influence.
3. Proactively engaging with new and existing clients to build ongoing relationships and provide comprehensive advice to help them succeed.
4. Partnering with fellow advisors to foster a customer-centric environment.

What you have…

- A results-oriented attitude with a solid understanding of the business banking market, including small business products, financial statements, risk management policies, and legal/security documentation.

- Strong business development skills and knowledge of legal structures, business life cycles, competitors, and financing options.

- Good organizational skills and adaptability to a changing environment.

- Excellent relationship-building and communication skills, enjoyment in meeting people, and proficiency in collaboration.

- Education in a business-related field or equivalent experience as a small business owner.

- Valid driver’s license and access to a reliable vehicle.

What we’re offering…

- An opportunity to join a forward-thinking company with collaborative opportunities across different banking lines.

- A rewarding career with diverse professional development prospects.

- Competitive compensation and benefits.

- Internal training to support your growth and skill enhancement.

- An organization dedicated to making a positive impact in our communities.

Location:

Canada: Nova Scotia: Halifax

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future," we help our customers, families, and communities succeed through a broad range of financial services.

We value the unique skills each individual brings and are committed to an inclusive, accessible environment. If you require accommodations during recruitment, please inform our Recruitment team. For technical assistance, click here. Candidates must apply online. We appreciate all applications; only those selected for interviews will be contacted.