Sales Assistant

2 weeks ago


Montréal, Canada Banque Laurentienne Full time

Seeing beyond numbersº

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 3000 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 Securities, a subsidiary of Laurentian Bank Financial Group.

The incumbent serves as a contact person for clients regarding the Bank's products, procedures, and policies.

The incumbent reports to the Senior Manager, Network Support, Personal Banking.

The incumbent assists his/her advisors in all administrative tasks related to the accounts

**Responsibilities**:
º College diploma in administration or any other combination of relevant experience and training

º Experience in the brokerage industry

º Completion of securities courses, an asset

º Experience in customer documentation and compliance, an asset

º Proficiency in Microsoft Office

º Familiarity with ISM and Croesus systems, an asset

º Highly autonomous, organized, and proactive

º Integrity, drive, and diligence in solving problems and/or utilizing relevant resources

º Ability to provide quick and effective customer service

º Capacity to work well under pressure and in ambiguous, unpredictable, or complex situations

º Spoken and written English and French

º Good team player

**Qualifications**:
º College diploma in administration or any other combination of relevant experience and training

º Experience in the brokerage industry

º Completion of securities courses, an asset

º Experience in customer documentation and compliance, an asset

º Proficiency in Microsoft Office

º Familiarity with ISM and Croesus systems, an asset

º Highly autonomous, organized, and proactive

º Integrity, drive, and diligence in solving problems and/or utilizing relevant resources

º Ability to provide quick and effective customer service

º Capacity to work well under pressure and in ambiguous, unpredictable, or complex situations

º Spoken and written English and French

º Good team player

**Additional Information**:
Equity, Diversity & Inclusion:
Accessibility:
Accommodations for persons with disabilities are available upon request for job applicants taking part in all aspects of the recruitment process.

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


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