Advisor, Retail Services

1 week ago

SainteFoy, Quebec, Canada Banque Laurentienne Full time
Sainte-Foy- Sales and financial serviceFull Time November 2023
Laurentian Bank. Seeing beyond numbers

Building a better and different financial institution
Financial Benefits

Working Environment

Commuting and Travelling

Food and Drinks

Nice to have

Financial Benefits

Pension plan

Group Insurance

Stock purchase program

Mortgage, Line of Credit, Personal Loan, low interest rates

Incentive compensation

***
Seeing beyond numbers
At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive.

Today, we have over 3,000 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States.

We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.

This role sits within Laurentian Bank

Reporting to the Branch Manager, the Advisor, Retail Services, manages and develops a client portfolio (individuals).

The Advisor must develop the loyalty of clients by providing personalized, quality consulting services with the goal to become their number one financial reference.


Responsibilities

  • Develop sales strategies for specific clients to develop their loyalty.
  • Meet with clients to help them identify and prioritize their financial projects and goals.
  • Analyse and evaluate clients' financial and investment needs based on their financial situation.
  • Maintain and develop continued business relationships with the clients in the portfolio and potential clients.
  • Collaborate on developing and preparing a branch business plan based on the set goals.
  • Keep up to date on the products and services offered by the Bank and changes in the industry or competition.
  • Master and use the latest developments in taxes, products, regulations and compliance.
  • Perform all other tasks required by the supervisor or required for the job.

Qualifications

  • Education: A bachelor's degree in administration, finance, or economics
  • Experience: A minimum of two years of experience in banking or finance
  • Any other relevant combination of education and experience
  • License of Dealing Representative of a Mutual Fund Dealer/Mutual Fund Representative/Investment Funds in Canada (IFC)
  • Indepth knowledge of financial products and services
  • Sales and negotiation skills

Inclusion and Accessibility
We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.

PIPEDA
We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.

LI-MLP

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