Business Advisor Trainee - Regional Opportunities - Montreal, QC

Scotiabank•Montreal, QC

2d•Hybrid

About The Position

Join a purpose-driven winning team, committed to results, in an inclusive and high-performing culture. 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 managing 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. This role involves creating a strong presence within the local business community by developing relationships with various Centres of Influence, proactively engaging with new and existing clients to build strong, ongoing relationships and provide comprehensive advice, enabling them to build successful businesses, and partnering with fellow advisors to create a customer-centric environment. Following the initial training period, successful candidates will be placed into Business Advisor opportunities based on business needs. As part of this program, flexibility and mobility are key, and participants should be comfortable accepting assignments across Quebec City and commuting distance for training and placement.

Requirements

Results oriented attitude
Sound knowledge of the small business market including the features and benefits of small business products and services
Understanding of financial statements
Understanding of applicable risk management policies and legal and security documentation for small business products
Excellent business development techniques
Conversant with small business legal structures and life cycles, competitor offerings and alternate sources of financing
Good organizational skills
Flexibility to adapt to a constantly changing environment
Strong relationship builder and communicator
Enjoy meeting people and are proficient at collaborating with others
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

Responsibilities

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