Business Advisor post helps the small business clients by offering them financial advice and helping them by managing their accounts.The Business Advisor role centers on managing a small portfolio of small businesses and providing customized financial advice to facilitate growth and sustainability.
Upon joining Scotiabank, you will enter a supportive and growth-focused environment. The cultural environment inspires employees to build robust connections and excel in service.
This position lets you become a part of a very reputable company which is recognized for its outstanding services to both customers and the community. Please go through the full job advertisement underneath for more information and to learn about the influence you can make.
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Employer details:
Company : ScotiaBank
Location : Canada, Alberta, Barrhead
Salary : $65,017 per year
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
- Business Advisor post helps the small business clients by offering them financial advice and helping them by managing their accounts.
- Manage a portfolio of complex or high-value small business clients to retain and grow your client base.
- Develop a strong presence in the local business community through relationships with Centres of Influence.
- Communicate with new and existing clients to make sure that they have a total financial advice experience to assist in improving their business success.
- Responding to clients needs, financial statements and constructions to recommend the appropriate products and services.
- Coordinate with complementary advisors to ensure that a client-centered environment is created and shared.
- Stay up to date with small business products, risk policies, legal documentation and competition in the marketplace.
- Adapt to changing business needs in an organized and effective way.
Responsibilities
- Manage a portfolio of sophisticated, high-value small business clients in order to drive retention and growth.
- Cultivate a strong presence in the local business community through relationships with clients that provide influence.
- Actively reach out and support both new and existing clients by offering tailored financial advice to support their business.
- Assess clients’ needs, financial statements, and business conditions to make appropriate recommendations.
- Deliver exceptional service throughout the client journey and prioritize customer service mentality.
- Partner with other advisors to ensure you have consistently for the integrated approach and single-client experience.
Requirements
- Demonstrated business development skills and familiarity with small business legal types and life cycle.
- Strong organizational skills and ability to be flexible in a changing environment.
- Strong relationship building, communication and collaboration skills.
- Education in business or equivalent experience as a small business entrepreneur.
How to apply?
If you are eligible for this position, you can click this link below and apply as soon as possible. You can find more information about the post as well.