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Business Advisor - Kelowna Main Branch
Scotiabank
Kelowna
Sur place
CAD 50 000 - 70 000
Plein temps
Il y a 30+ jours

Résumé du poste

A leading financial institution in Kelowna is seeking a motivated Advisor to manage high-value small business relationships. The ideal candidate will deliver exceptional service and build lasting connections in the local business community. Responsibilities include portfolio management, developing business relationships, and engaging with clients to provide comprehensive financial advice. This role offers a competitive compensation package and opportunities for professional development.

Prestations

Competitive compensation and benefits package
Diverse opportunities for professional development
Internal training to enhance skills

Qualifications

  • Sound knowledge of the small business market.
  • Understanding of financial statements and risk management policies.
  • Ability to adapt to a constantly changing environment.
  • Proficiency in collaborating with others.
  • Valid driver’s license and access to a reliable vehicle.

Responsabilités

  • Manage a portfolio of high value and complex small business relationships.
  • Develop relationships with local business communities.
  • Build strong relationships to provide comprehensive advice.
  • Collaborate with fellow advisors for a customer-centric environment.

Connaissances

Customer-centric approach
Business development techniques
Excellent organizational skills
Strong relationship building
Communication skills

Formation

Education in a business related discipline
Description du poste

Requisition ID: 233255

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 : British Columbia : Kelowna

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 click here. 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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* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.

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