Business development Representative
4d ago

Job Description

There When It Matters for 175 Years

This year, we are proud to celebrate our 175th anniversary. Since our founding in Quebec in 1846, we've been committed to improving the financial health of all of our clients.

We are driven by the opportunity to help families thrive, communities grow and businesses succeed. As our roots have grown stronger than ever before, we are ready to lead the way for the next 175 years.

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.

The role is to fill under Laurentian Bank a subsidiary of the Laurentian Bank Financial Group.

As an active member of the Business Development team, the incumbent will source and develop new and existing partnerships with Financial Advisors.

This includes supporting and executing on various sales activities, sales campaigns, and Business Development and / or Marketing driven initiatives to build sales momentum and contribute to the maximization of gross sales.

To be successful in the role, the incumbent must be well-versed in all financial products and services offered by Laurentian Bank of Canada.

This is primarily a phone-driven sales role with some email contact with clients. Some travel is expected, such as industry events, conferences


ºProactively promote Laurentian Bank of Canada products and programs to existing and prospective Financial Advisors and Brokers via telephone and email.

ºProspect clients to provide both product and value-added programs and assist them in selecting Laurentian Bank of Canada products and services that will meet their business needs.

ºRespond to client inquiries, follow-up on sales leads and cross-sell to existing customer base.

ºQualify sales opportunities for Business Development Managers, aligned by territory, and book meetings and appointments as necessary.

ºIn conjunction with the Manager, conduct market analysis to identify and develop business opportunities for targeted clients to increase sales volume.

ºIn the absence of a Business Development Manager (BDM), responsible for territory management and the region's sales performance, along with managerial support

ºWork as part of a team in support of sales and marketing activities including, trade shows, conferences, marketing campaigns / promotions and client presentations.

ºLog sales activities daily and capture and maintain accurate and up to date client information in in-house system

ºDevelop in-depth knowledge of all Laurentian Bank of Canada products and programs.

ºRemain current on the various legislation, procedures, standards, and policies related to the products and services offered by Laurentian Bank of Canada.

ºCommunicate information as necessary with clients and Business Development team members.

ºLiaise with various internal departments for problem resolution, including escalations, and enhance overall customer experience.

ºFollow up with necessary parties for sales leads.

ºAchieve sales, asset growth, activity and prospecting goals and targets as assigned.


ºUniversity Degree in a business or related field, and minimum 2 years of related sales and / or customer service experience within the financial services industry.

College Diploma in a business or related field, and 3 to 5 years of related sales and / or customer service experience within the financial services industry.

ºSuperior sales capabilities and ability to prospect new clients via the phone.

ºStrong listening, interpersonal, verbal, and written communications skills are required for the role.

ºAbility to effectively influence, persuade and operate at all levels of the organization, as well as externally.

ºProficiency with Microsoft Outlook, Excel, Word & Power point, as well as other business applications.

ºFamiliarity with 5S, Kaizen Principles, Six Sigma or other Continuous Improvement methodologies is an asset.

ºDemonstrated ability in core and role specific competencies including : Listening, Results Orientation, Relationship Building, Influencing, Problem Solving and Adaptability.

ºBilingual (French / English) verbal and written communication skills is an asset.

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.


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

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