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Title:  Client Services Officer - Roynat (Montreal, QC)




Requisition ID: 73350


Join the Global Community of Scotiabankers to help customers become better off.



Roynat Capital, a wholly owned subsidiary of Scotiabank, is a national lender and investor with expertise in providing innovative long-term capital solutions for mid-sized companies utilizing senior term, subordinated debt, as well as mezzanine and common share equity. We have over 50 years of experience in providing tailored solutions to clients for acquisitions, business expansions, wealth monetization, and working capital enhancements. With a national presence across Canada in major markets, Roynat assists growth-oriented companies in reaching their goals across a wide range of industries.


The Client Services Officer, which contributes to the overall success of the Roynat Capital sales force, is responsible for providing efficient and quality support to a small team of credit / business development professionals in our boutique office environment.   Although administrative in nature, this position offers a high level of client interfacing opportunities with lawyers and accountants while effectively managing client portfolios.




As a Client Service officer, You will be responsible to Oversee client portfolio management process by reviewing and obtaining sign-offs, gathering supporting documentation including property taxes, appraisals, environmental certificates and financial statements, and ensure all client correspondence and sundry files are up to date.

You’ll also:


  • Prepare applications for financing summaries including all forms and initial financial information and, obtaining credit reports and supplier contacts.
  • Analyze financial data to identify trends and changes in revenue streams, issue reports, reports and conduct due diligence research as needed.
  • Prepare correspondence for a wide range of communications and accompany senior team members on client visits.
  • Maintain excellent business relationships with stakeholders by responding to application inquiries, greeting visitors, and booking appointments as required.
  • Assist in planning and orchestrating business development events.
  • Other duties as assigned by department personnel.




  • Successful completion of a university program with a focus on commerce and/or accounting
  • 1+ year experience working in a financial accounting or loan processing / credit adjudication environment
  • Competent in MS Office, capacity to learn new technologies/systems
  • Ability to work independently, respond to difficult client situations and maintain a high level of professionalism




  • A positive and inclusive team environment where your voice and opinions are valued. We foster big thinking, professional growth and mutual respect.
  • A rewarding career path with diverse opportunities for professional development within Canadian Banking
  • A competitive compensation and benefits package.


Location(s):  Canada : Quebec : Montreal 

As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.


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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