Advisor, Loyalty

3 days ago

Montréal, Canada Banque Laurentienne Full time

Montreal- Sales and financial serviceFull Time- 26949- 07 February 2024**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,...at 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 Director of the Loyalty Team in a telecommuting environment, the Loyalty Consultant is responsible for ensuring the retention of his or her clients and their assets while providing exceptional customer service. They are also responsible for closing simple sales and identifying more complex business development opportunities by working closely with the client's branch to ensure a seamless experience. Quality customer service, customer experience and compliance standards are a must in this role. The Loyalty Consultant will also be called upon to carry out various business development initiatives such as new canvassing, retention or cross-selling opportunities.

**Responsibilities**:
Exclusively through remote meetings, this position is responsible for:

- Renewing the maturities of Personal Services clients in relation to investment and financing products
- Identifying, analyzing and evaluating customer needs based on their objectives and financial situation and advising customers on the various renewal alternatives related to the products and services offered by the Bank
- Conclude simple sales when opportunities arise for renewal
- Identify more complex business development opportunities (such as refinancing, mutual funds, retirement projection needs, etc.) and refer them by liaising with the client's branch Develop, maintain and solicit ongoing business relationships with existing clients and/or a pre-defined client listMore specifically:

- Provide consulting strategies leading to the achievement of renewal, business development and referral opportunities in branches
- Master the associated products
- Maintain a relationship of trust with the customer and inform the customer of the policies and procedures in effect
- Establish a close relationship and work closely with assigned branches to ensure a consistent and seamless customer experience
- Prepare files in accordance with internal compliance rules.
- Complete product requests and forward them to the appropriate departments
- Ensure quality standards of customer service, customer experience and compliance are met
- Constantly maintain financial knowledge, knowledge of products and services offered by the Bank and competitors, knowledge of the Bank's credit policies and industry developments.

**Qualifications**:
**Qualifications**:

- Holder of a college diploma (DEC) or equivalent
- Bachelor's degree in finance or a related field, an asset
- Minimum of two (2) years of experience in the banking, financial or insurance field
- Any combination of experience and education will be considered.
- Licensed as a Mutual Fund Dealer / Mutual Fund Representative / Investment Fund in Canada (IFIC)

Specific skills
- Relationship building skills with a focus on delivering an excellent customer experience and growing relationships with existing customers
- Focused on customer service and business development
- Knowledge of the economy, business and market trends
- In-depth knowledge of financial products and services
- Licensed as a Mutual Fund Dealer / Mutual Fund Representative / Investment Funds in Canada (IFIC)
- Ease of communication, dynamism and flexibility
- Ability to manage several files
- Autonomous
- Bilingualism* (FR/ENG)
- “**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.
- *

  • Wealth Management Advisor

    3 weeks ago

    Montréal, Canada SFL Wealth Management Full time

    If you have outstanding interpersonal skills, aspire to be part of a winning team , and can clearly explain financial products, then this role is for you! ABOUT US IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial ...

  • Style Advisor

    2 weeks ago

    Montréal, Canada Suitsupply Full time

    **As a Style Advisor, you have a contagious energy and possess an entrepreneurial spirit. You have a strong sense of your own personal style and are enthusiastic about dressing people. You have an opinion and share that with others through genuine and straight to the point communication. Style Advisors are excited to build relationships and have a personal...

  • Advisor (Weekends)

    1 month ago

    Montréal, QC, Canada SUIT SUPPLY Full time

    As a Style Advisor, you have a contagious energy and possess an entrepreneurial spirit. You have a strong sense of your own personal style and are enthusiastic about dressing people. You have an opinion and share that with others through genuine and straight to the point communication. Style Advisors are excited to build relationships and have a personal...

  • Style Advisor

    4 days ago

    Montréal, Canada Suitsupply Full time

    **As a Style Advisor, you have a contagious energy and possess an entrepreneurial spirit. You have a strong sense of your own personal style and are enthusiastic about dressing people. You have an opinion and share that with others through genuine and straight to the point communication. Style Advisors are excited to build relationships and have a personal...

  • Advisor, Retail Services

    2 weeks ago

    Montréal, Canada Banque Laurentienne Full time

    Montreal- Sales and financial serviceFull Time- 26914- 25 January 2024**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...

  • Client Advisor- Montreal

    7 days ago

    Montréal, Canada Louis Vuitton Malletier Full time

    **Position**: Louis Vuitton is seeking highly motivated, curious and client centric Advisors with an undeniable passion for crafting memorable experiences for our worldly clientele in our Toronto area locations. As a** Client Advisor**, you will be an ambassador of the Brand, ensuring that every Client is treated according to the Louis Vuitton promise. You...

  • Style Advisor

    1 month ago

    Montréal, QC, Canada Suit Supply Co Full time

    As a Style Advisor, you have a contagious energy and possess an entrepreneurial spirit. You have a strong sense of your own personal style and are enthusiastic about dressing people. You have an opinion and share that with others through genuine and straight to the point communication. Style Advisors are excited to build relationships and have a personal...

  • Style Advisor

    1 month ago

    Montréal, QC, Canada SUIT SUPPLY Full time

    As a Style Advisor, you have a contagious energy and possess an entrepreneurial spirit. You have a strong sense of your own personal style and are enthusiastic about dressing people. You have an opinion and share that with others through genuine and straight to the point communication. Style Advisors are excited to build relationships and have a personal...

  • Client Advisor

    4 weeks ago

    Montréal, Canada Burberry Full time

    At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today.- We aim to provide an environment...

  • Financial Advisor

    4 weeks ago

    Montréal, Canada Banque Laurentienne Full time

    Montreal- Sales and financial serviceFull Time- 27020- 07 March 2024**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...

  • Financial Advisor

    1 day ago

    Montréal, Canada Banque Laurentienne Full time

    Montreal- Sales and financial serviceFull Time- 27020- 07 March 2024**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...

  • Nars - Beauty Advisor

    3 weeks ago

    Montréal, Canada Shiseido (Canada) Inc. Full time

    **Job title: Nars Beauty Advisor - Hudsons Bay Company** **Reports to**: _Sales and Education Executive_ **Company overview**: **NARS** NARS Cosmetics is a cosmetics and skin care company with various multi-use beauty products and is now a subsidiary of Shiseido. **Job purpose**: The Beauty Advisor is responsible for developing deep, long lasting...

  • Personal Services Advisor

    6 days ago

    Montréal, Canada Banque Laurentienne Full time

    Montreal- Sales and financial serviceFull Time- 27180- 27 May 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...

  • Advisor, Retail Services

    2 weeks ago

    Montréal, Canada Banque Laurentienne Full time

    Montreal- Sales and financial serviceFull Time- 27179- 11 June 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...

  • Advisor, Retail Services

    4 weeks ago

    Montréal, Canada Banque Laurentienne Full time

    Montreal- Sales and financial serviceFull Time- 27185- 31 May 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...

  • Personal Finance Advisor

    3 weeks ago

    Montréal, Canada Banque Laurentienne Full time

    Montreal- Business developmentFull Time- 26977- 14 February 2024**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...

  • Advisor, Retail Services

    9 hours ago

    Montréal, Canada Banque Laurentienne Full time

    Montreal- Sales and financial serviceFull Time- 27185- 31 May 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...

  • Client Advisor Full Time Ogilvy

    4 weeks ago

    Montréal, Canada Tiffany & Co Full time

    POSITION **Overview**: Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals. Tiffany & Co.'s rich heritage of celebrated artists, historic milestones and magnificent jewelry creates the foundation from which our...

  • Client Advisor Full Time Ogilvy

    4 weeks ago

    Montréal, Canada Tiffany & Co Full time

    Company: Tiffany & Co - Country / Region : Canada, QC - City : Montreal - Business group: Watches & Jewellery - Contract type: Permanent Job - Function: Retail - Experience required: Minimum 3 years - Reference No.: 56297 - Date of publication: 2023.02.10 POSITION **Overview**: Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue...

  • Client Advisor, Tiffany Contact Centre, Montréal

    2 months ago

    Montréal, Canada Tiffany & Co. Full time

    **Overview**: We believe in the power of delivering the Tiffany Experience to each and every client, where every interaction is an opportunity to make a lasting impression through connection and discovery. Being a part of Tiffany & Co. means being part of a collective vision aligning extraordinary jewels, exceptional craftsmanship, and unwavering commitment...