Signature Banker - Scotiabank, Vancouver

About This Opportunity

Scotiabank is seeking a dedicated Signature Banker to contribute to the overall success of the Signature Banking Business in Canada. This role is integral to executing team and individual goals, plans, and initiatives that support the team’s business strategies and objectives. A key aspect of this position is ensuring all activities are conducted in strict compliance with governing regulations, internal policies, and procedures.

The Signature Banker is responsible for delivering exceptional personal service and managing day-to-day banking and lending solutions. This involves proactively identifying opportunities that meet clients’ immediate and future financial needs, thereby deepening client relationships within the Scotiabank network.

What You'll Do

In this dynamic role, you will consistently deliver the highest level of service and advice during all client interactions by:

• Demonstrating a passion for engaging with professional clients, delivering exceptional client experiences, and making a significant impact in their lives.
• Developing a full knowledge and understanding of Bank products, services, processes, and policies.
• Maintaining an acute focus on responding quickly and resourcefully to client requests, ensuring first-time right resolution, speed, and ease.

You will contribute to the management of client relationships, providing a full range of customized financial solutions by:

• Understanding the client’s financial goals and preferences, analysing their needs, and recommending the appropriate solutions.
• Providing end-to-end ownership over advice-based solutions including account opening, investments, credit cards, lines of credit, and mortgages.
• Identifying opportunities to expand existing relationships and make referrals to Scotia Wealth Management partners in response to changes in client’s needs and preferences.

You will support an assigned portfolio of less complex credits by:

• Participating in the thorough evaluation of the client’s banking and borrowing needs and strategies.
• Exercising sound judgement and financial analysis when granting loans within authorized limits.
• Administering Total Wealth product solutions, including Online Loans and Signature Banking Overdraft Facilities.
• Monitoring financial status and proactively identifying unfavourable trends, escalating as required.

You will minimize the Bank’s exposure to risk by:

• Staying current on retail lending compliance, regulatory compliance, and custody requirements and changes.
• Adhering to compliance with regulatory activities and guidance over Occupational Health & Safety.
• Ensuring strict adherence to Bank security procedures, including retail lending policies and processes, assigned authorities, and limits.
• Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to your direct supervisor and/or Team Lead and/or AML and/or Branch Compliance Officer (BCO) and/or Chief Compliance Officers and/or applicable Shared Services Department as appropriate.

Furthermore, you will understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions, and adhere to compliance with regulatory activities and guidelines as part of the sales process. This includes Privacy, Anti-Money Laundering (AML), Anti-Terrorist Financing, Financial Consumer Agency of Canada (FCAC), Know Your Customer (KYC), Canadian Deposit Insurance Corporation (CDIC), Mutual Fund Dealer Association (MFDA) rules, regulations, and policies, as well as Scotia Securities Inc. (SSI) guidelines/processes and Guidelines for Business Conduct. You will also champion a high-performance environment and contribute to an inclusive work environment.

Requirements

To be successful as a Signature Banker, we are looking for candidates with the following experience and skills:

• Minimum 3-5 years of banking experience.
• At least 3 years of Business and/or Retail Banking experience, specifically dealing with professional clients.
• Must be an experienced banker with exceptional interpersonal, leadership, and business development skills.

Education and Certifications:

• University degree or college diploma.
• Industry courses (e.g., CSC, PFP, CFP) would be considered an asset.

About the Company

Join Scotiabank, a purpose-driven winning team committed to results, fostering an inclusive and high-performing culture. Scotiabank is dedicated to its clients and employees, striving for excellence in the financial services industry.