Advisor Retail Services - Montréal



Advisor Retail Services - Montréal



Employment Type:



per year

Job Description:

Job DescriptionFounded in 1846, Laurentian Bank Financial Group is a diversified financial services provider whose mission is to help its customers improve their financial health. The Laurentian Bank of Canada and its entities are collectively referred to as Laurentian Bank Financial Group (the "Group" or the "Bank").With more than 3,200 employees guided by the values of proximity, simplicity and honesty, the Group provides a broad range of advice-based solutions and services to its personal, business and institutional customers.With pan-Canadian activities and a presence in the U.S., the Group is an important player in numerous market segments.The role is to fill under Laurentian Bank a subsidiary of the Laurentian Bank Financial Group. Job descriptionReporting to the Branch Manager, the Advisor, Retail Services, 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.ResponsibilitiesDevelop 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.QualificationsEducation: A bachelor's degree in administration, finance, or economics Experience: A minimum of two years of experience in banking or financeAny other relevant combination of education and experienceLicense 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 InformationWe 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. Accommodations for persons with disabilities are available upon request for job applicants taking part in all aspects of the recruitment process.
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