Location
Longueuil, QC | Canada
Job description
Job Description :
Seeing beyond numbersº
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 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, a subsidiary of Laurentian Bank Financial Group.
Reporting to the Branch Manager, the Advisor, Personal Banking, manages and develops a client portfolio (individuals). The Advisor must develop the loyalty of clients by providing personalized, quality consulting services with the goal to become their number one financial reference.
Responsibilities :
Develop sales strategies for specific clients to develop their loyalty.
Meet with clients to help them identify and prioritize their financial projects and goals.
Analyse and evaluate clients' financial and investment needs based on their financial situation.
Maintain and develop continued business relationships with the clients in the portfolio and potential clients.
Collaborate on developing and preparing a branch business plan based on the set goals.
Keep up to date on the products and services offered by the Bank and changes in the industry or competition.
Master and use the latest developments in taxes, products, regulations and compliance.
Perform all other tasks required by the supervisor or required for the job.
Qualifications :
Education: A bachelor's degree in administration, finance, or economics
Experience: A minimum of two years of experience in banking or finance
Any other relevant combination of education and experience
License of Dealing Representative of a Mutual Fund Dealer/Mutual Fund Representative/Investment Funds in Canada (IFC)
In-depth knowledge of financial products and services
Sales and negotiation skills
Bilingual
Additional Information :
Equity, Diversity & Inclusion
We are proud to be an equal opportunity employer and are committed to fostering an inclusive and accessible work environment that reflects the diversity of our customers and our communities. We welcome and encourage applications from individuals from all groups, including Indigenous people, women, visible minorities, and persons with disabilities, regardless of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, disability or any other legally-protected ground.
Accessibility
Accommodations for persons with disabilities are available upon request for job applicants taking part in all aspects of the recruitment process.
PIPEDA
We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.
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