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Client Portfolio Manager

3 months ago

SaintBrunodeMontarville, Quebec, Canada Laurentian Bank Full time

Retail Financial Consultant at Laurentian Bank

The Retail Financial Consultant at Laurentian Bank plays a pivotal role in overseeing and nurturing a portfolio of clients, delivering tailored advisory services aimed at assisting clients in reaching their financial aspirations. This position entails formulating sales tactics, assessing clients' financial requirements, fostering client relationships, and remaining informed about financial offerings and market developments.

Key Responsibilities:

  • Formulate sales tactics to boost client retention
  • Engage with clients to ascertain and prioritize their financial objectives
  • Assess and analyze clients' financial situations
  • Foster and maintain professional relationships with clients
  • Collaborate on strategic branch initiatives
  • Stay abreast of financial products and industry trends
  • Keep informed about tax laws and compliance requirements
  • Execute additional job-related duties as required

Required Qualifications:

  • Bachelor's degree in finance, business administration, or economics
  • At least two years of experience in banking or finance
  • Possession of a Dealing Representative license in Canada
  • Understanding of financial products and services
  • Proficient in sales and negotiation techniques
  • Bilingual proficiency in French and English

Benefits Offered by Laurentian Bank:

  • Comprehensive compensation package
  • Flexible hybrid work arrangements
  • Stock purchase options
  • Variety of time-off benefits
  • Health and wellness initiatives
  • Group insurance and retirement plans
  • Exclusive offers and preferred rates on various products

At Laurentian Bank, we are committed to fostering a diverse and inclusive workplace. We welcome applications from individuals belonging to equity-deserving groups.