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Personal Financial Consultant

3 months ago

Brossard, Quebec, Canada Banque Laurentienne Full time

Personal Financial Consultant - Banque Laurentienne

Become a valued member of our team at Banque Laurentienne, where we are dedicated to enhancing the banking experience for our clients. Established in Montreal in 1846, we support families, businesses, and communities across Canada and the United States. Our workforce of over 2,800 employees collaborates to deliver a diverse array of financial services and advisory solutions. By prioritizing our clients and making well-informed decisions, we believe in creating a welcoming environment for everyone.

This role is situated within Banque Laurentienne.

The Personal Financial Consultant is accountable to the Branch Director and oversees a portfolio of individual clients while actively expanding it. This position focuses on fostering client loyalty through tailored advice, positioning yourself as their primary financial resource.

Key Responsibilities:

  • Formulate sales strategies customized to client profiles to enhance loyalty;
  • Engage with clients to assist them in identifying and prioritizing their financial aspirations and projects;
  • Evaluate and determine clients' financing and investment requirements based on their financial circumstances;
  • Maintain and nurture ongoing business relationships with both existing and prospective clients;
  • Contribute to the creation and execution of the branch's business strategy in alignment with set objectives;
  • Stay informed about the products and services provided by the Bank, as well as trends within the industry and competitors;
  • Possess a solid understanding and apply the latest knowledge in taxation, products, regulations, and compliance;
  • Perform any additional tasks as required by the role or as directed by the supervisor.

Qualifications:

  • Bachelor's degree in administration, finance, economics, or marketing;
  • A minimum of two (2) years of experience in the banking or finance sector. All combinations of experience and education will be considered.
  • Specific Skills:
  • Accreditation for mutual fund sales;
  • Understanding of economic conditions, the business landscape, and market dynamics;
  • In-depth knowledge of financial products and services;
  • Educational background: Bachelor's degree in administration, finance, or economics;
  • Experience: At least two (2) years in banking or finance;
  • Any other relevant combination of education and experience;
  • Possession of a mutual fund representative license in Canada;
  • Comprehensive knowledge of financial products and services;
  • Sales and negotiation capabilities;
  • Bilingualism is essential.

*Professional proficiency in both French and English is mandatory, as the role involves frequent written and verbal communication on complex matters with internal and external stakeholders in both languages.

What Banque Laurentienne Offers:

Our extensive compensation package encompasses a variety of social and financial benefits, reflecting our commitment to the well-being and success of our employees.

  • The annual base salary is determined by internal equity, skills, experience, and other relevant factors.
  • Comprehensive compensation: Enjoy a complete plan that includes annual reviews and performance-related bonuses, ensuring fair acknowledgment of your contributions.
  • Work mode: We support a hybrid work environment based on business requirements.
  • Stock purchase plan: You have the chance to become a shareholder of Banque Laurentienne, with employer participation enhancing your investment.
  • Time off: In addition to paid vacation, we provide mobile days off and various leave options to accommodate our employees' diverse needs. As an added benefit, you will also receive a paid day off to celebrate your birthday.
  • Health and well-being: Access to health professionals, the Employee and Family Assistance Program (EFAP), telemedicine, and a stress management and wellness program to support your physical and mental health.
  • Group insurance and retirement plan: We offer a competitive insurance plan tailored to your and your family's needs, along with a defined contribution retirement plan to help you prepare for the future.
  • Financial benefits: As a Banque Laurentienne employee, you will also serve as an excellent ambassador for our products and services, enjoying employee-exclusive offers on a wide range of products.

We are dedicated to fostering a rewarding professional environment where your skills are recognized and your well-being is prioritized. Join our team for a fulfilling career at Banque Laurentienne.

Inclusion and Accessibility:

At Banque Laurentienne, we believe in the importance of inclusivity. We are committed to cultivating a work environment that reflects the diversity of our clients and communities, providing everyone with a voice and opportunities for growth and success. We encourage applications from equity-deserving groups, including Indigenous peoples, racialized individuals, persons with disabilities, gender-marginalized individuals, and the 2SLGBTQIA+ community.

We strive to provide a flexible and accessible work experience for all. If you require accommodation, please inform us.

Privacy Notice:

We may collect, use, or disclose your personal information for the purpose of establishing a working relationship with you.