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Job summary

The Virtual Advisor will partner with Client Relationship Managers to provide customized cash management, payment, and deposit solutions to commercial banking clients. They are responsible for identifying growth opportunities, managing client portfolios, and ensuring all activities align with regulatory and risk frameworks.

Job details

Requisition ID: 274034 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Virtual Advisor, Global Transaction Banking (Payments and Cash Management) About the Opportunity: Join a high-performing Global Transaction Banking team within Canadian Commercial Banking and play a key role in helping clients optimize their cash management and banking solutions. In this client-focused, sales-driven role where you will work closely with Client Relationship Managers to deliver tailored payment, cash management, and deposit solutions that help clients achieve their growth objectives and financial goals. You will build strong client relationships, identify opportunities to deepen relationships, and contribute to portfolio growth while ensuring adherence to regulatory requirements and the Bank's risk framework. How You Will Make an Impact: As a Virtual Advisor (formerly Senior Specialist), GTB (Payments and Cash Management), you will: Provide advisory support and customized solutions across the Bank's suite of cash management, payment, deposit, and investment products. Partner with Client Relationship Managers to manage and grow client portfolios. Support revenue growth, deposit generation, primary client acquisition, and partner referrals. Proactively engage clients and prospects by analyzing banking needs, financial data, and business plans. Conduct disciplined pre-call planning to identify opportunities and deliver value-added recommendations. Build and strengthen client relationships while leveraging the Bank's broader capabilities and resources. Ensure all business activities align with the Bank's risk appetite, compliance requirements, and operational standards. Contribute to a collaborative, inclusive, and high-performance team culture. What You Will Bring to the Team: Strong relationship-building and client management skills. Excellent communication, negotiation, and interpersonal abilities. Sound business judgment and problem-solving capabilities. Strong analytical skills with the ability to identify client opportunities and develop tailored solutions. Ability to manage multiple priorities in a fast-paced environment. A collaborative mindset and commitment to delivering exceptional client experiences. Must-Have Undergraduate degree in Business, Finance, Economics, or a related discipline, or an equivalent combination of education and experience. Experience working with commercial banking clients, treasury, cash management, payments, or related financial services solutions. Strong understanding of client relationship management principles. Excellent communication, presentation and organizational skills. Ability to assess client needs and recommend appropriate banking solutions. Nice to Have Knowledge of treasury management, liquidity solutions, and commercial deposit products. Familiarity with commercial banking sales processes and portfolio management. Understanding of AML/ATF, sanctions, compliance, and operational risk requirements. What's in It for You? Opportunity to work with a leading Commercial Banking and Global Transaction Banking team. Exposure to a diverse portfolio of commercial clients across various industries, including Agricultural and Automotive. Ongoing development and learning opportunities within a collaborative environment. A culture that values inclusion, performance, and professional growth. The ability to make a meaningful impact on client success while growing your commercial banking expertise. Working Conditions: Standard office-based work environment. Flexibility to work non-standard hours when required. Limited domestic travel as needed to support client and business objectives. Ready to Apply? If you are passionate about building client relationships, delivering innovative financial solutions, and helping businesses thrive, we'd love to hear from you. Apply today and join a team dedicated to exceptional client experiences and sustainable business growth. ** Open to Calgary or Vancouver locations. Location(s): Canada : Alberta : Calgary || Canada : British Columbia : Vancouver 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.

What you’ll do

The Virtual Advisor will partner with Client Relationship Managers to provide customized cash management, payment, and deposit solutions to commercial banking clients. They are responsible for identifying growth opportunities, managing client portfolios, and ensuring all activities align with regulatory and risk frameworks.

Requirements

Candidates must hold an undergraduate degree in Business, Finance, Economics, or a related field and possess experience in commercial banking, treasury, or payment solutions. Strong analytical, communication, and relationship-building skills are essential for success in this role.

Benefits

• Professional development • Learning opportunities • Inclusive work environment

Listed skills

• Problem solving · Preferred
• interpersonal skills · Preferred
• Compliance · Preferred
• Risk Management · Preferred
• Negotiation · Preferred
• Communication · Preferred
• Relationship Building · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Relationship building
• Client management
• Communication
• Negotiation
• Interpersonal skills
• Business judgment
• Problem-solving
• Analytical skills
• Cash management
• Payment solutions
• Deposit products
• Treasury management
• Portfolio management
• Sales processes
• Compliance
• Risk management
• Presentations
• Planning
• Management
• Problem Solving
• Innovation
• Investments
• Financial Services
• Private Banking
• Relationship Building
• Analytical Skills
• Organizational Skills
• Revenue Growth
• Customer Relationship Management
• Economics
• Sales
• Customer Service
• Financial Data
• Business Objectives
• Capital Markets
• Portfolio Management
• Document Formatting
• Sales Prospecting
• Wealth Management
• Regulatory Requirements
• Corporate Finance
• Investment Banking
• Commercial Banking
• Risk Appetite
• Cash Management
• Customer Acquisition Management
• Operational Risk
• Sustainable Business
• Treasury Management
• Market Liquidity

Job areas

• Finance & Accounting
• Sales
• Management & Leadership
• Customer Service & Support
• Commercial Banking Manager
• Business Banker
• Financial and Insurance Services Branch managers
• Securities, Commodities, and Financial Services Sales Agents