Complex Small Business Relationship Advisor Toronto

Complex Small Business Relationship Advisor Toronto

09 Nov
|
Scotiabank
|
Toronto

09 Nov

Scotiabank

Toronto

Complex relationship management meets customer-centric banking in Toronto. Scotiabank seeks an Advisor who connects with owners and delivers trusted guidance.

This Business Advisor manages an assigned portfolio of high value and complex small business owner relationships. You will provide exceptional service throughout the customer journey, work with fellow advisors, and help create a customer centric workplace. Success depends on results orientation, robust communication, organizational skills, and knowledge of financial statements, small business products, risk policies, and legal documentation.

Key Responsibilities:
Manage complex small business owner relationships
Achieve retention and negotiated portfolio goals
Meet Scotiabank’s Service Standard consistently




Build ongoing relationships through proactive client engagement
Collaborate with fellow advisors across the branch network

Requirements:
Results oriented approach to business advisory work
Knowledge of small business financial statements
Understanding of legal and security documentation
Solid relationship building and communication abilities
Business discipline education or equivalent owner experience

Use customer-centric relationship management, financial knowledge, and collaboration to serve complex small business clients as a Toronto Advisor.
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📌 Complex Small Business Relationship Advisor Toronto
🏢 Scotiabank
📍 Toronto

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