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Personal Financial Advisor

3 months ago

Montreal, Quebec, Canada Banque Laurentienne Full time

At Banque Laurentienne, we are dedicated to enhancing the banking experience for our clients. With a workforce of over 2,800 professionals across Canada and the United States, we collaborate to deliver a comprehensive suite of financial services and advisory solutions.

We are seeking a Personal Financial Advisor to oversee and expand a client portfolio. Reporting directly to the Branch Manager, your role will involve providing exceptional financial guidance and fostering enduring relationships with clients.

Key Responsibilities:
  • Formulate sales strategies aimed at retaining and expanding the client base;
  • Assist clients in defining and prioritizing their financial objectives;
  • Evaluate financing and investment requirements based on clients' financial circumstances;
  • Maintain continuous business relationships with clients and potential clients;
  • Contribute to the branch's strategic business objectives;
  • Stay informed about products, services, and industry developments;
  • Utilize knowledge of taxation, financial products, regulations, and compliance;
  • Perform additional duties as required.
Qualifications:
  • Bachelor's degree in business, finance, economics, or marketing;
  • A minimum of two years' experience in the banking or finance sector;
  • Specific skills and certifications as necessary;
  • Understanding of economic principles, business, and market trends;
  • Professional certifications;
  • Proficient sales and negotiation abilities;
  • Bilingualism is essential.

If you are seeking a fulfilling career with competitive remuneration and comprehensive benefits, consider a position with Banque Laurentienne. We promote a supportive and inclusive workplace where your expertise is appreciated and your well-being is prioritized.

We are committed to fostering diversity and inclusion, welcoming applications from individuals of all backgrounds. Our goal is to provide a flexible and accessible work environment for all employees. Be part of shaping a successful career at Banque Laurentienne.