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Title:  Client Solutions Advisor - Blainville, Boisbriand & St-Jérôme (12 month contract)




Requisition ID: 109273

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


Please note, this is a mobile role - the CSA will have to cover a branch territory in Boisbriand, Blainville and St-Jérôme.



Contributes to the overall success of the Customer Solutions Advisor team in a Canadian Retail branch ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives.  Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.


Key Accountabilities

1. Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.


2. Focuses on expanding customer relationships from new and existing clients originating from indirect distribution channels in assigned markets by:

Growing primary banking relationships by presenting the features and benefits  of relevant products to individual customers acquired from Indirect Mortgage channels (Scotia Mortgage Authority and Home Financing Solutions);
Deepening primary banking relationships by proactively contacting customers acquired from an outbound contact program targeting other indirect-sourced customers, single service customers or other undeveloped customer relationships (as directed by the Senior Manager, Client Solutions);
Ensuring an excellent customer experience is delivered by leveraging outstanding sales and customer service skills;
Achieving objectives relating to sales results, effective customer hand-off, and adherence to compliance for products delivered and services offered;
Effectively facilitating a hand-off of the newly developed customer relationship to an appropriate Branch FA during or immediately following the CSA meeting as outlined in the hand off process;
Developing and maintaining a relationship of mutual trust and confidence with customers, Mortgage Brokers, and key Scotiabank partners including Home Financing Advisors (HFAs), Broker Relationship Managers (BRMs), Home Financing Lending Managers (HFLMs), Underwriters and other branch employees to ensure successful transition of the customer.

3. Minimizing the Banks’ exposure to risk by:

Adhering to Know Your Customer (KYC) requirements, all privacy, FCAC, CDIC and anti-money laundering/anti-terrorist funding
Escalating fraudulent activities and unusual occurrences to your direct supervisor
Following established policies and procedures for approval of any unsecured lending above pre-approved limits, ensuring referral for approval by ACE in all cases where required

4. Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.


5. Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.


6. Champions a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communicating vison/values/business strategy and managing succession and development planning for the team


Education / Experience / Other Information

Post-secondary education in business or a related discipline will be considered an asset but is not required
Thorough knowledge of applicable Branch systems (ie. Sales Builder, Intralink, etc.)
Thorough knowledge of negotiating and sales techniques
Thorough knowledge of bank products and current offerings
Knowledge of regulatory compliance
Knowledge of competitor offerings
Working knowledge of Scotiabank’s mortgage acquisition strategy and importance of channel alignment and integration
Working knowledge of mortgage broker industry
Strong PC skills are required as the incumbent uses a PC for a variety of sales, customer and partner correspondence and information gathering activities
Must be fluently bilingual in French & English 


Location(s):  Boisbriand || Canada : Quebec : Blainville || Canada : Quebec : Boisbriand || Canada : Quebec : Saint-Jérôme 

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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