Assistant Advisor
Laval, QC, Canada
6d ago

Job Description

Founded in 1846, Laurentian Bank Financial Group (LBCFG) 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 2,900 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.

This role sits within Laurentian Bank, a subsidiary of Laurentian Bank Financial Group.

Job description

Reporting 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.


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.


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


Additional Information

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.

Accommodations for persons with disabilities are available upon request for job applicants taking part in all aspects of the recruitment process.

Report this job

Thank you for reporting this job!

Your feedback will help us improve the quality of our services.

My Email
By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
Application form