Financial Advisor

2 weeks ago

Gatineau, Canada Banque Laurentienne Full time

Gatineau- Sales and financial serviceFull Time- 27100- 12 April 2024**Laurentian Bank. Seeing beyond numbers**

**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 2,800 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)
- In-depth knowledge of financial products and services
- Sales and negotiation skills
- Bilingual*
- “**Qualifications**
- Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages.”

**What Laurentian Bank has to offer you**:
The total compensation offered by Laurentian Bank encompasses a comprehensive range of benefits, highlighting our commitment to the well-being and success of our employees.

Here are some of the key points of our offering:

- The actual annual base salary offered will take into account internal equity, skills, and experience among other factors.
- **Total compensation**: Earn a comprehensive compensation package that includes annual reviews and performance-based bonuses.
- **Work model**: We prioritize a hybrid work model based on business needs.
- **Stock purchase plan**: Become not just an employee, but a Laurentian Bank shareholder. Employer matching takes your investment even further.
- **Time off**: In addition to paid vacation, we provide floating days and leave options to accommodate the diverse needs of our employees.
- **Health and wellness**: Take care of your health and well-being with access to healthcare professionals, our Employee and Family Assistance Program (EFAP), and a Stress Management and Well-Being Program.
- Group insurance and pension: We offer a competitive insurance program based on your family’s needs and a defined contribution pension plan to help prepare for your future.
- **Financial benefits**:As a Laurentian Bank employee, you’re also the best ambassador for our products and services. Take advantage of employee-only offers on a wide range of products. Enjoy exclusive deals and preferred rates on products and services including insurance, hotels, train tickets, spas and many more.

We are committed to creating a fulfilling professional environment where your skills are valued, and your well-being is a priority. Join us for a rewarding career at Laurentian Bank.

**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

Share:
Copy link

  • Financial Advisor

    4 weeks ago

    Gatineau, Canada Grandmaster Financial Planning DFSIN Ottawa Full time

    **Financial Advisor / Analyst (0-3 YoE) - Full Time** 100% In-Office. Ottawa. Grandmaster Financial Planning | Desjardins Financial Security Independent Network **Introduction**: Join our mission at Grandmaster Financial Planning, where we are redefining financial planning in Canada with our commitment to excellence and accessibility. As a leading...

  • Financial Advisor

    1 week ago

    Gatineau, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Financial Advisor

    5 days ago

    Gatineau, Quebec, Canada Financière Sun Life Full time

    Sun Life Financial AdvisorJoining our team means getting top-notch training and full support to grow your business. You'll also enjoy competitive pay and continuous acknowledgment for your successes.Let's chat. This opportunity could be the beginning of an exciting journey. What can you expect?Take the reins of your own business

  • Financial Advisor

    5 days ago

    Gatineau, Quebec, Canada Scotiabank Full time

    Requisition ID: 167084Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.About the role:What your role will beFinancial AdvisorAt Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture...

  • Financial Advisor

    4 weeks ago

    Gatineau, Canada Banque Laurentienne Full time

    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 2,800 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and...

  • Financial Consultant Investments

    2 months ago

    Gatineau, QC, Canada Sun Life Financial Full time

    Apply locations Gatineau, Quebec time type Full time posted on Posted 18 Days Ago job requisition id JR00034448 You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and...

  • Financial Advisor

    3 weeks ago

    Gatineau, Canada Scotiabank Full time

    Requisition ID: 167084 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Associate Financial Advisor

    4 weeks ago

    Gatineau, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Associate Financial Advisor

    1 day ago

    Gatineau, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Security Advisor, Insurance

    5 days ago

    Gatineau, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Field Sales team at RBC Insurance. As an accredited Life & Wealth Advisor (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your...

  • Financial Advisor

    3 weeks ago

    Government of Canada Ottawa and Gatineau offices Financière Sun Life Full time

    As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements.Let’s talk.This could be the start of something great!What’s in it for you?Be in charge of your own business and income opportunitiesDedicated leadership support and head...

  • Wealth Management Advisor

    3 weeks ago

    Gatineau, Canada Desjardins Full time

    As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Conseiller(ère) Financier(ère)

    2 months ago

    Gatineau, Canada Enbridge Full time

    Posting End Date: August 23, 2023 Employee Type: Regular-Full time Union/Non: This is a non-union position Comme membre de l’équipe financière de Gazifère, le conseiller fournit de l’information et un soutien financier concernant des nouveaux projets et de nouvelles initiatives de développement des affaires. Il est responsable du développement de...

  • Personal Finance Advisor

    2 months ago

    Gatineau, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Personal Finance Advisor

    2 months ago

    Gatineau, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Wealth Management Advisor

    2 weeks ago

    Gatineau, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Wealth Management Advisor

    3 weeks ago

    Gatineau, Canada Desjardins Full time

    As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Wealth Management Advisor

    3 weeks ago

    Gatineau, Canada Desjardins Full time

    As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Financial Services Associate

    2 months ago

    Gatineau, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Expert Banking Advisor

    3 days ago

    Gatineau, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...