Advisor Retail Services - Montreal
Banque Laurentienne
Montreal, QC, CA
4d ago
source : JobsMedia

Job Description

Laurentian Bank of Canada is a banking institution whose activities extend across Canada.

Founded in 1846, the Bank is guided by values of proximity, simplicity and honesty, and its mission is to help clients improve their financial health.

Laurentian Bank serves one and half million throughout the country and employs more than 3,600 people, whose talent and devotion make the Bank a solid player in several market segments.

Working at Laurentian Bank means :

  • Growing within an ambitious team where everyone grows with pride.
  • Helping build a future where you and your team make a valued contribution.
  • Making a difference in clients' lives and the Bank's development.
  • The Laurentian Bank is committed to creating a diverse and inclusive environment. We are proud to offer equal opportunities to all of our employees, and we support applicants in the designated groups of the Employment Equity Act.

    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.

    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

    We welcome and encourage applications from individuals from all groups, including aboriginal, women, visible minorities, and persons with disabilities, regardless of race, ethnicity, sexual orientation, creed, family status, national origin, age and gender.

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