Retail Services Consultant

4 weeks ago

Sherbrooke, Quebec, Canada Laurentian Bank Full time

Looking Beyond NumbersTM

At Laurentian Bank, we are dedicated to transforming the banking experience for the better. Established in Montreal in 1846, Laurentian Bank empowers families, businesses, and communities to flourish. Currently, we have over 2,800 employees collaborating as One Team to deliver a wide array of financial services and advisory solutions for clients across Canada and the United States. Our success is driven by prioritizing our clients, making informed decisions, acting with courage, and fostering an inclusive environment.

This position is part of Laurentian Bank
Reporting to the Branch Manager, the Retail Services Consultant is responsible for managing and nurturing a portfolio of clients (individuals). The Consultant aims to cultivate client loyalty by offering tailored, high-quality advisory services, aspiring to be their primary financial resource.
Key Responsibilities Formulate sales strategies tailored to individual clients to enhance their loyalty. Engage with clients to assist them in identifying and prioritizing their financial objectives and projects. Assess and analyze clients' financial and investment requirements based on their current financial landscape. Sustain and grow ongoing business relationships with existing clients and prospective clients. Collaborate in the development and preparation of a branch business strategy aligned with established objectives. Stay informed about the Bank's offerings and industry trends or competitive changes. Acquire and apply knowledge of the latest developments in taxation, products, regulations, and compliance. Execute any additional tasks as assigned by the supervisor or necessary for the role. Required Qualifications Education: A bachelor's degree in administration, finance, or economics Experience: A minimum of two years in the banking or finance sector Any other relevant combination of education and experience Certification as a Dealing Representative of a Mutual Fund Dealer/Mutual Fund Representative/Investment Funds in Canada (IFC) Comprehensive understanding of financial products and services Proficient sales and negotiation abilities

Benefits Offered by Laurentian Bank

The total compensation provided by Laurentian Bank includes a comprehensive suite of benefits, underscoring our commitment to the well-being and success of our employees.

Here are some highlights of our offerings:

The actual annual base salary will reflect internal equity, skills, and experience among other factors. Total compensation: Enjoy a comprehensive compensation package that includes annual evaluations and performance-based bonuses. Work model: We emphasize a hybrid work model based on business requirements. Stock purchase plan: Become not just an employee, but a shareholder of Laurentian Bank. Employer matching enhances your investment. Time off: In addition to paid vacation, we offer floating days and leave options to meet the diverse needs of our employees. Plus, as an added benefit, you receive a paid day off to celebrate your birthday. Health and wellness: Prioritize 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 provide a competitive insurance program tailored to your family's needs and a defined contribution pension plan to support your future planning. Financial benefits: As a Laurentian Bank employee, you are the best advocate for our products and services. Take advantage of exclusive employee-only offers on a wide range of products. Enjoy special deals and preferred rates on various offerings including insurance, hotels, train tickets, spas, and more.

We are committed to fostering a rewarding professional environment where your skills are recognized, and your well-being is prioritized. Explore a fulfilling career at Laurentian Bank.

Commitment to Inclusion and Accessibility

At Laurentian Bank, we believe in the principle that everyone belongs. We are dedicated to cultivating an inclusive workplace that mirrors the diversity of our clients and communities, ensuring that everyone feels valued and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized individuals, persons with disabilities, marginalized genders, and the 2SLGBTQIA+ community.

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