Business Advisor Jobs

Business Advisor

In this advisory role, you are responsible for for acquiring, maintaining and growing valued relationships with our Business clients for our Sea-to-Sky branches. As a Business Advisor, you embrace and promote financial wellness for our clients across all deposit, credit, insurance and investment product/service lines. In addition to exploring and acting upon both short and long term needs, your partnership with specialists in credit, investment and insurance helps ensure expertise is available in response to or anticipation of client needs.

BlueShore Financial is a financial boutique with a dynamic team committed to helping our clients improve their overall financial well-being. Thanks to our innovative strategy, rooted in expert advice and expertise, we continue to sustain excellent financial performance and receive high client satisfaction scores that outpace our competitors.

BlueShore Financial is a financial boutique with a dynamic team committed to helping our clients improve their overall financial well-being. Thanks to our innovative strategy, rooted in expert advice and expertise, we continue to sustain excellent financial performance and receive high client satisfaction scores that outpace our competitors.

Key responsibilities of this role are:

• Approves commercial loans and mortgages within established limits or recommends for approval beyond established limits.
• Determines current and future business needs of business clients to achieve short-term and long-term business goals, and identify challenges and opportunities
• Regularly visits assigned branches and participates in branch sales meetings to support the goals and objectives of the business unit.
• Assists the Branch Manager in overseeing business sales and service activities to ensure current and potential business clients receive the best sales and service possible. Shares expertise and mentors Retail branch staff to identify business service opportunities.
• Proactively manage the relationship with an assigned portfolio of affluent business clients and provides appropriate solutions and advice to help them create/maintain business financial wellness.
• Promotes, negotiates and closes the sale for a full range of deposit, credit, insurance, and investment products.
• Uses knowledge, creativity and flexibility in analyzing and structuring credit.
• Establishes effective partnerships with Retail branches, BlueShore Wealth, Real Estate Lending Group and Leasing to enable a high volume of cross referrals.
• Proactively develops new business opportunities through memberships with various business organizations and by engaging in networking events in the target market area.
• Manages all aspects of the assigned business credit portfolio including; underwriting, monitoring, compliance and proactive client servicing.
• Keeps informed of competitive situations, industry trends, activities in trade area and general market information of interest to clients in order to continue to proactively meet clients’ needs and identify risks

Qualifications and Experience

• Bachelor’s Degree in Business, major in Accounting/Finance preferred.
• 7-10 years in the financial services industry
• 5-7 years in small business or commercial portfolio management
• Demonstrated application of business/statute law and practices
• Solid understanding of financial accounting and statement analysis, environmental assessments, appraisals, credit bureaus, AR/AP and inventory listings and other documents related to credit underwriting
• Certificate in Small Business Advisory, Certified Financial Planner (CFP), Certified Professional Accountant (CPA), or Certified Credit Professional (CCP) designation an asset.

Pay Transparency

Pay transparency is an important characteristic of our recruitment process and overall BlueShore culture which supports a diverse, equitable and inclusive workforce.

The target range of this role is $95,000 - $120,000/year, plus competitive variable performance bonus. Employment offers are determined by knowledge, experience and internal equity.

What BlueShore Financial can provide you?

• Flexible work bonus
• A Performance Reward Program which pays a variable cash reward program recognizing the achievement of corporate, collaboration and personal goals
• Continuing education assistance
• Opportunity to work in a world-class, award-winning organization
• 4 weeks of paid vacation to start, plus paid personal and wellness days
• Comprehensive Total Rewards Program including bonuses, pension, flexible benefits

What BlueShore Financial needs from you:

• Forge relationships with colleagues for strong collaboration
• Strive for continuous learning
• Be a proactive thinker and problem solver
• Recognize the strength that diversity, equity and inclusion brings
• Provide a premium level of service to all clients, internal and external
• Communicate effectively and professionally
• Be accountable for the risk responsibilities in your area
• Exhibit a growth mind-set
• Demonstrate digital excellence

Be Richly Valued. At BlueShore Financial, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. We are building an even stronger and better BlueShore by incorporating the values of diversity, equity and inclusion into our everyday practices. We believe in being curious, asking questions, and seeking to understand and embrace our differences. Our values unite our organization and are our guiding compass, but it is our exceptional employees that bring our corporate values to life. They are passionate about delivering exceptional client service and a banking experience that promises to impress.

From the moment you walk into one of our Financial Spas™, you’ll know you’ve arrived at a special place, where all the elements work together to stimulate the senses and create a distinctive atmosphere unlike any financial institution you’ve experienced. We embrace the West Coast lifestyle, while providing a premium and sophisticated experience for our clients and employees.

Got awards? At BlueShore Financial we are constantly innovating, connecting and improving to deliver exceptional client and employee experiences. As a result, we have grown to become an award-winning organization, garnering both local and national attention for our progressive practices. We've been formally recognized as one of "Canada's Most Admired Corporate Cultures" by Waterstone Human Capital.

BlueShore Financial is strongly committed to fostering diversity within our community. We welcome those who would contribute to the further diversification of our organization, but not limited to, women, visible minorities, Indigenous people, persons with disabilities and persons of any sexual orientation or gender identity. If you require accommodation during the recruitment process, please let us know and we will work with you to meet your needs.

We respectfully acknowledge that our services are provided on the unceded territories of the Lil’wat7ul (LíỈwat), xʷməθkʷəỷəm (Musqueam), Sḵwx̱wú7mesh (Squamish) and SəỈílwətaʔ/Selilwitulh (Tsleil-Waututh) Nations.