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Title:  Healthcare & Professional Advisor - London Main

 

 

 

Requisition ID: 150685

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

 

The Healthcare and Professional Advisor is part of a national team responsible for leveraging their expertise for the profitable growth of new high value customers, healthcare and professional customers. He/she acquires new healthcare and professional customer relationships through involvement in industry events and relationships with local Professionals, COI’s serving the segment, Scotiabank Partners and Professional Associations with a footprint in the local market, while retaining and expanding existing ones. He/she is responsible for meeting assigned targets, which include asset, deposit and revenue growth and business development activities, retention and referral goals as well as other objectives related to customer service, operational effectiveness and personal development. You would manage and grow a business banking portfolio of existing and new high value healthcare and professional customers, Centers of Influence and professional associations with the purpose of achieving significant growth, retention and other targets while meeting the Bank's Service Standards.

  • You would be expected to develop and maintain knowledge of assigned healthcare and professional customers including the nature and progress of their business, their financial position and the terms and conditions of financial services used.
  • Provide specialized healthcare and professional customers expertise and business/finance advice which increases the business owner's ability to succeed in their business.
  • Develop a network of community business contacts and participating in marketing/educational seminars.
  • Manage an assigned credit portfolio at an acceptable level of risk.
  • Prepare and/or ensure all documentation are properly completed.
  • You would be responsible for negotiating aggressive yet achievable financial and non-financial goals.
  • You would actively pursue 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 risk.
  • Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if:
  • Basic university/college courses in accounting, finance, business law, and economics, or equivalent work experience.
  • Would you classify yourself as an expert in the knowledge of the features and benefits of Small Business products and services, selling approach, selling tools and calculators?
  • An expert knowledge of the specialist’s marketplace, proven expertise in the healthcare and professional segment within that marketplace.
  • Have a strong knowledge of the applicable software and technology platforms for Small Business including the supporting systems such as the ACE and GRM, Sales Builder, Intralink etc.
  • A thorough knowledge of applicable risk management policies and processes as well knowledge of legal and security documentation for small business products.
  • Experience in interviewing, solicitation, marketing and business development techniques as well knowledge of small business legal structures, life cycles and owner characteristics.
  • You will need a strong background in business financial statements, especially the healthcare and professional segments.
  • Working knowledge of economic conditions and political events affecting businesses, especially in the professional/healthcare segment.
  • Valid driver's license and access to a reliable vehicle

What's in it for you?

  • This is a great opportunity to discover business and personal banking needs/preferences on both sides of the customer's balance sheet.
  • For you to proactively collaborate with Branch Managers and Wealth Management Consultants to ensure a Total Solutions approach (business and personal lending, payments and investments), is provided to each new and existing healthcare and professional customer.
  • Assist and advise Scotiabank partners (Branch Managers, Small Business Advisors(s) and Financial Advisor(s)) in marketing, structuring and closing certain healthcare and professional deals with existing Branch customers.
  • Responding to requests for business banking solutions by collecting relevant information, processing the requests, and conducting due diligence as applicable.

 

 

Location(s):  Canada : Ontario : London 

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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