Advisor, Business

CanadaRemoteFull-timemid

Other

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Quick Summary

Key Responsibilities

Attractive salary and eligibility for an annual bonus. Flexible vacation: Four weeks of flexible vacation starting in the first year.

Technical Tools

Other

The Business Advisor will play a key role in developing lasting relationships with business clients, understanding their needs, and delivering tailored financial solutions that support their goals. In this client-facing position, you will combine relationship management, business development, and financial advisory skills to strengthen client satisfaction and drive sustainable growth. You will identify new business opportunities, recommend specialized products and services, and negotiate solutions that balance client needs with profitability and risk management. Through proactive prospecting and personalized guidance, you will help build a strong client portfolio while supporting long-term retention. You will collaborate with internal teams and stay informed about evolving products, services, and industry standards to deliver high-quality advice. This is an opportunity to contribute to business growth in a dynamic, service-oriented environment that values collaboration, adaptability, and meaningful client relationships.

Establish and maintain trusted advisory relationships with business clients by identifying their current needs, anticipating future requirements, and supporting long-term client retention.
Advise clients on specialized financial products and services, ensuring recommendations align with their objectives and contribute to a positive client experience.
Assess client requests and develop tailored financial solutions that address individual business needs and circumstances.
Negotiate terms and prepare integrated service proposals that combine relevant products and services into cohesive client solutions.
Support business development objectives by prospecting for new clients, identifying growth opportunities, and developing new business relationships.
Balance client satisfaction, portfolio profitability, and risk considerations when recommending products, structuring solutions, and pursuing business opportunities.
Deliver a high standard of service by following established policies, procedures, strategies, and quality expectations.
Build and strengthen client relationships through proactive communication, attentive follow-up, and responsive service.
Monitor developments in financial products, services, industry practices, and applicable standards to ensure advice remains relevant and effective.
Collaborate with colleagues and internal partners to coordinate client solutions, support business objectives, and improve the overall client experience.
Demonstrate initiative, adaptability, and sound judgment when responding to changing client needs and evolving business priorities.

Requirements

~1 min read

A college diploma in a relevant field, such as business administration, finance, commerce, or a related discipline.
At least one year of relevant professional experience in business advisory services, financial services, sales, client relationship management, or a comparable field.
Alternative combinations of education and relevant experience may be considered.
Strong relationship-building and interpersonal skills, with the ability to establish trust and maintain productive relationships with diverse clients.
Customer-focused mindset and the ability to understand client needs, recommend appropriate solutions, and maintain high service standards.
Demonstrated business development capabilities, including prospecting, identifying opportunities, and supporting client portfolio growth.
Strong negotiation and communication skills, with the ability to explain specialized products and services clearly and develop tailored proposals.
Commercial awareness and sound judgment when balancing client satisfaction, profitability, and risk.
Action-oriented approach, with the ability to take initiative, achieve objectives, and respond effectively to changing circumstances.
Adaptability, eagerness to learn, and willingness to stay current with evolving products, services, and industry practices.
Ability to work collaboratively with colleagues and internal partners while managing competing client and business priorities.
French proficiency is required.
Advanced English proficiency is required due to the responsibilities of the role and interactions with English-speaking partners, members, and clients.