Complex Small Business Relationship Advisor

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 environment. Success depends on results orientation, strong communication, organizational skills, and knowledge of financial statements, small business products, risk policies, and legal documentation.

• 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

• Results oriented approach to business advisory work
• Knowledge of small business financial statements
• Understanding of legal and security documentation
• Strong 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.