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Virtual Business Advisor Bilingual , Canadian Banking - Halifax

@ Scotiabank

Halifax, Nouvelle-Écosse

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Scotiabank is hiring a Virtual Business Advisor in Halifax to remotely manage and grow business customer portfolios across assigned branches. The role involves personalized financial advice by phone, email and Microsoft Teams, virtual prospecting, and day-to-day compliance controls. Bilingual skills and a focus on results are part of the requirements.

Responsabilités :

  • Manage and grow assigned business customer portfolios remotely
  • Provide personalized financial advice by phone, email and Teams
  • Conduct virtual prospecting with existing and external clients
  • Complete product applications and provide ongoing client support
  • Ensure day-to-day business controls and compliance obligations are met

Résumé des exigences :

  • Results focus and knowledge of the business customer experience model
  • Working knowledge of business retail products and risk policies
  • Strong business development and communication skills by phone
  • University or college courses in accounting, finance, business law or economics, or equivalent experience

Outils et compétences

Avantages mentionnés

Assurance maladieRégime de retraiteOptions d’achat
Source et dates

Site carrière / système de candidatures · successfactors

Date publiée par l’employeur
2026-11-08
Première détection par notre source
2026-11-09
Mise à jour du dossier source
2026-11-11

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

DomaineVentes
Déplacementsavion : aucun · route : aucun
Milieu de travailDomicile
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish, French
FormationCollégial (DEC) (préféré), Baccalauréat (préféré)
Domaines d’étudesAccounting, Finance, Business law, Economics
Avantages mentionnésRégime de retraite, Prime de rendement, Actions ou participation, Formation payée

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Scotiabank

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Description complète de l’entreprise

Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer:

Abonnés LinkedIn
1 518 101
Personnes associées sur LinkedIn
91 736
Bureaux déclarés
  • 40 King St W, Toronto, Ontario M5H, CA
  • Bosque de Ciruelos 120, Miguel Hidalgo, CDMX 11700, MX
  • Calle Dionisio Derteano 102, San Isidro, Lima 15047, PE
Catégories d’activité
  • Finance
  • Banking
  • Asset Management
  • Financial Services
Autres noms enregistrés
  • Scotiabank
Spécialités
  • Banking
  • Wealth Management
  • Investment Banking
  • and Technology
Le profil indique une agence de recrutement
Non
Investissement total déclaré
1 066 913 622

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

Welcome to Scotiabank. We serve thousands of customers, families, and communities across the globe, helping them achieve success through advice, products, and services. Follow for news, insights, thought leadership and more. Our disclaimer:

ChampValeur
SecteurBanking
Taille10,001+ employees
Siège socialToronto, Ontario
Type d’organisationPublic Company
SpécialitésBankingWealth ManagementInvestment Bankingand Technology
Offres sur Jobsy846
LinkedInVoir la page
Description

Requisition ID: 278821

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

About the role

As the Virtual Business Advisor, you will remotely manage, grow, and retain assigned business customer portfolios at multiple assigned branches to achieve assigned goals. You will work to ensure specific individual goals, plans, initiatives are executed/delivered in support of the team’s business strategies and objectives.

Is this role right for you? In this role you will:

  • Champion a customer-focused culture that allows you to bond with new and existing clients
  • Provide exceptional service to build strong and ongoing relationships throughout the stage and progression of their business
  • Provide personalized financial advice and recommendation to business owners, via phone, email, and video conferencing (using Microsoft Teams), thus enabling them to succeed in their business and meet their goals
  • Effectively conduct virtual prospecting activities with existing assigned branch customers and external prospects to achieve assigned sales and service objectives and goals.
  • Work independently and remotely to deepen and expand existing assigned customer relationships by assessing customer needs, making appropriate recommendations, completing the required product applications and provide ongoing client support as required.
  • Actively pursue effective and efficient operations of your respective area following Scotiabank’s Values, its Code of Conduct and the Global Sales Principles
  • Ensure the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations for operational, compliance, AML/ATF/sanctions, and conduct risk

Do you have the skills that will enable you to succeed in this role? We'd love to work with you if you have:

  • A focus on results and sound knowledge of the business customer experience model
  • Working knowledge of the features and benefits of business retail products and services, applicable risk management policies, and legal and security documentation
  • Superior business development, customer focus, and communication skills with the ability to build trust with customers over the phone.
  • University or college courses in accounting, finance, business law, economics, or equivalent work experience.

What's in it for you?

  • The opportunity to join a forward-thinking company with the ability to collaborate with branch managers, internal stakeholders, and business customers
  • A rewarding career path with ongoing coaching and training to aid your growth and enhance your skills
  • We offer a competitive rewards package:
  • Branch Incentive Program, Pension Plan (optional employer matching contribution), Employee Share Ownership Program (optional)
  • Health Benefits from day one!
  • Scotiabank is dedicated to making a difference in our communities – for you and our customers!

Location(s): Canada : Nova Scotia : Halifax

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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