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Small Business Advisor Jobs

Business Advisor, La Crete
By ATB Financial At Buffalo Head Prairie, Alberta, Canada
You have a thorough understanding of Risk Management policies and procedures.
5+ years of relevant experience and/or certification in a related field of study desirable.
You have exceptional customer service skills, with a demonstrated ability to establish and maintain professional relationships.
You have in-depth analytical and problem solving skills, as well as data-driven decision making, with a customer-oriented approach.
You have amazing attention to detail and follow-through skills.
You have expert knowledge of banking practices and regulations is a must have.
Small Business Advisor - Linwood [Scotiabank]
By CareerBeacon At Linwood, Ontario, Canada
You have an education in a business related discipline or equivalent work experience as a small business owner
You have good organizational skills and are flexible to adapt to a constantly changing environment
A competitive compensation and benefits package
Internal training to support your growth and enhance your skills
Creating a strong presence within the local business community by developing relationships with various Centres of Influence
Partner with fellow advisors to create a customer centric environment
Virtual Small Business Advisor - Virtual Advice Team, Edmonton, Ab (Future Opportunities) [Scotiabank]
By CareerBeacon At Edmonton, Alberta, Canada

A Competitive Compensation And Benefits Package

Account Specialist, Small Medium Business
By TELUS At Toronto, Ontario, Canada
Discipline around time management, setting priorities, and accomplishing goals
Comprehensive benefits that start from day one of employment and a health spending account
Experience of selling various verticals within small business
Managers who genuinely care about your growth within the organization
Delivering best-in-class customer experiences, building strong relationships, and influencing decision makers
Confident interpersonal, communication, collaboration, and virtual presentation skills
Team Leader, Small Business - Commercial Underwriting (Metro Region)
By Economical Insurance At North York, Ontario, Canada
Oversees the management of relationships of his/her team with brokers and ensures service excellence in broker interactions.
Manages execution of the broker relationship management strategy for his/her team.
Post-secondary education and/or equivalent on the job experience in a pertinent domain
Manage a team of underwriters and underwriting technicians in Small Business Underwriting Operations
Manages the day-to-day underwriting operations for his/her team of underwriters and technicians.
Provides direction to the support staff regarding data entry in various underwriting and rating systems.
Small, Medium Business Sales Strategy Enablement
By Microsoft At Toronto, Ontario, Canada

3+ years experience in Near Term Strategy (1-2 years out), Management Consulting, or Finance.

Small, Medium Business Sales Area Leader – Canada
By Microsoft At Toronto, Ontario, Canada

Embody our culture and values

Managing Partner and Leader/Stakeholder Connections:

Small Business Advisor - Downtown Toronto, On
By Scotiabank At Toronto, Ontario, Canada
You have an education in a business related discipline or equivalent work experience as a small business owner
You have good organizational skills and are flexible to adapt to a constantly changing environment
A competitive compensation and benefits package
Internal training to support your growth and enhance your skills
Creating a strong presence within the local business community by developing relationships with various Centres of Influence
Partner with fellow advisors to create a customer centric environment
Small Business Advisor - 1 London Place [Scotiabank]
By CareerBeacon At London, Ontario, Canada
You have an education in a business related discipline or equivalent work experience as a small business owner
You have good organizational skills and are flexible to adapt to a constantly changing environment
A competitive compensation and benefits package
Internal training to support your growth and enhance your skills
Creating a strong presence within the local business community by developing relationships with various Centres of Influence
Partner with fellow advisors to create a customer centric environment
Underwriter, Small Business Jobs
By Economical Insurance At North York, Ontario, Canada
Applies knowledge of document management to access most up-to-date materials, guides and/or tools
Effectively manages multiple transactions within the policy case management system, leveraging system functionalities to appropriately route and document processing of transactions
Insurance knowledge with awareness on risk and at least two years of experience in Commercial Lines underwriting
Excellent communication and people skills strong motivational skills and problem-solving skills.
Educational resources, tuition assistance, and paid time off to study for exams
Ensure underwriting efficiency and effectiveness
Small Business Advisor (Cornwall) [Scotiabank]
By CareerBeacon At Cornwall, Ontario, Canada
You have an education in a business related discipline or equivalent work experience as a small business owner
You have good organizational skills and are flexible to adapt to a constantly changing environment
A competitive compensation and benefits package
Internal training to support your growth and enhance your skills
Creating a strong presence within the local business community by developing relationships with various Centres of Influence
Partner with fellow advisors to create a customer centric environment
Manager, Retail Distribution And Small Business [Scotiabank]
By CareerBeacon At Toronto, Ontario, Canada
Primary Manager: Director, Retail Distribution Finance, Canadian Banking Finance
A solid understanding of financial and management reporting principles; familiarity with the Bank's products, operations and procedures
We offer a competitive rewards package: Performance bonus, Employee Share Ownership Program, and Pension Plan Matching, Health Benefits from day one!
Assist In Change Management Projects & Ad Hoc Reporting
Support in building reporting requirements by mapping financial data from operating systems (e.g. OBI/EGL, Hyperion, PEAK. MBR)
Become one of the subject matter experts for training and responding to inquiries from the business line finance teams
Small Business Advisor- Port Coquitlam Branch, Bc
By Scotiabank At Port Coquitlam, British Columbia, Canada
You have an education in a business related discipline or equivalent work experience as a small business owner
You have good organizational skills and are flexible to adapt to a constantly changing environment
A competitive compensation and benefits package
Internal training to support your growth and enhance your skills
Creating a strong presence within the local business community by developing relationships with various Centres of Influence
Partner with fellow advisors to create a customer centric environment
Small Business Advisor - Barrie
By Meridian Credit Union At Barrie, Ontario, Canada
Hold or willingness to obtain Mutual fund accreditation and maintain thorough knowledge of economic and market conditions
Use Meridian tools to proactively identify and promote opportunities with all Members to deepen relationships and provide seamless service experiences
Strong business acumen and financial industry knowledge
Excellent organizational and Member service skills
Actively lead revenue generation and sales-based activities in order to achieve performance targets
Build external centres of influence to optimize sales and service results
Underwriting Assistant, Small Business Solutions
By Travelers Canada At Oakville, Ontario, Canada
3 years experience in insurance industry or University Degree/College Diploma in Insurance, Finance, or related degree.
Identify/gather/manage relevant account information to quote and bind policies.
Qualification and classification of Small Business submissions.
Provide account support as outlined in position specific requirements.
Accurately issue quotes and new policies for lines of business as outlined in job specific requirements.
Sales experience is an asset
Small Business Aml Analyst
By CIBC At Toronto, Ontario, Canada
Flexibility – Able to multitask and be adaptable to take on new duties as assigned by the Manager.
Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
What You Need To Know
Senior Manager, Model Compliance, Retail & Small Business
By Scotiabank At Toronto, Ontario, Canada
5+ years experience in Banking, preferably within Compliance or Risk Management.
A thorough knowledge of risk management, control and audit disciplines.
Strong analytical, negotiation, influencing and conflict management skills.
Excellent project management, problem solving and decision-making skills.
Manage the delivery of requirements tied to regulatory meetings, monthly / quarterly / ad-hoc based submissions, reconciliations and attestations.
Bachelor’s Degree in Business / Commerce (or equivalent field); Risk Management and / or Regulatory Compliance designation is an asset.
Manager, Decisioning Models - Retail & Small Business
By Scotiabank At Toronto, Ontario, Canada
Domain expertise with any retail & small business banking products and/or risk management practices
Conduct research of new innovative modeling methodologies, tools and regulatory requirements; develop new methodologies for model development, monitoring and reporting
Experience as an analyst or data scientist with a track record of accomplishments working on cross-functional teams
Able to work remotely and on-site on multiple activities simultaneously and meet deadlines
2+ years of overall experience in analytic roles developing and using predictive, risk and/or forecasting models
1 or more years of experience with big data platforms / integration (Hadoop, Spark, Hive, Avro)
Small Business Implementation Specialist
By Manulife At Ontario, Canada
Engage Group Benefit business internal partners as needed to resolve client requests and issues, escalating to management as necessary
In-depth knowledge of Group Benefits contract provisions, administrative practices and claims paying systems
Ability to make well-balanced decisions that take effective risk management and Plan Sponsor needs into account
Support the RGO in maintaining Plan Sponsor and Market Source relationships by responding to risk, benefit, eligibility and administrative inquiries
Clear and effective written and oral communication/presentation skills, (in English and French)
Demonstrated analytical and problem-solving abilities
Territory Account Executive, Small Business
By Salesforce At Toronto, Ontario, Canada
2+ years of full cycle sales experience, with at least 1 in the field
Experience selling to the C-suite
Experience building a business case and delivering return on investment
More details about our company benefits can be found at the following link:
Partnering with internal resources in order to drive additional value and expertise
Generating pipeline that leads to closed revenue and quota attainment

Are you looking for an exciting opportunity to help small businesses succeed? We are looking for a Small Business Advisor to join our team and provide expert advice and guidance to our clients. You will be responsible for developing and implementing strategies to help small businesses grow and reach their goals. If you have a passion for helping small businesses succeed, this could be the perfect job for you!

A Small Business Advisor is a professional who provides advice and guidance to small business owners on a variety of topics, including business strategy, financial management, marketing, operations, and more. They help small business owners make informed decisions that will help them succeed and grow their businesses. To become a Small Business Advisor, you will need to have a strong understanding of business principles and practices, as well as excellent communication and interpersonal skills. You will also need to have a good understanding of the local business environment and the needs of small business owners.

The skills required for a Small Business Advisor include:

• Knowledge of business principles and practices
• Excellent communication and interpersonal skills
• Ability to understand the needs of small business owners
• Ability to provide advice and guidance on business strategy, financial management, marketing, operations, and more
• Ability to analyze data and make informed decisions
• Ability to develop and implement business plans
• Knowledge of local business environment
• Ability to work independently and as part of a team

The knowledge required for a Small Business Advisor includes:

• Business principles and practices
• Financial management
• Marketing
• Operations
• Business strategy
• Local business environment
• Business law
• Business ethics

The responsibilities of a Small Business Advisor include:

• Providing advice and guidance to small business owners on a variety of topics
• Analyzing data and making informed decisions
• Developing and implementing business plans
• Monitoring the progress of small businesses
• Assisting with financial management
• Assisting with marketing strategies
• Assisting with operations
• Keeping up to date with changes in the local business environment

The experience required for a Small Business Advisor includes:

• Previous experience in a business-related role
• Previous experience in a customer service role
• Previous experience in a financial management role
• Previous experience in a marketing role
• Previous experience in an operations role

The qualifications required for a Small Business Advisor include:

• Bachelor’s degree in business, finance, or a related field
• Master’s degree in business, finance, or a related field
• Professional certification in business, finance, or a related field

The tools that help Small Business Advisors work better include:

• Business intelligence software
• Financial management software
• Customer relationship management software
• Project management software
• Marketing automation software

Good tips to help Small Business Advisors do more effectively include:

• Stay up to date with changes in the local business environment
• Develop strong relationships with small business owners
• Listen to the needs of small business owners and provide tailored advice
• Use data and analytics to make informed decisions
• Develop and implement business plans
• Monitor the progress of small businesses

Common Small Business Advisor interview questions include:

• What experience do you have in business-related roles?
• What experience do you have in customer service roles?
• What experience do you have in financial management roles?
• What experience do you have in marketing roles?
• What experience do you have in operations roles?
• What qualifications do you have in business, finance, or a related field?
• How do you stay up to date with changes in the local business environment?
• How do you develop strong relationships with small business owners?
• How do you listen to the needs of small business owners and provide tailored advice?
• How do you use data and analytics to make informed decisions?
• How do you develop and implement business plans?
• How do you monitor the progress of small businesses?