This job offer is no longer available

Personal Finance Advisor


Seeing beyond numbers™
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.

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*
*Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matters with internal and external parties in both languages.
 

What Laurentian Bank has to offer you

The total compensation offered by Laurentian Bank encompasses a comprehensive range of benefits, highlighting our commitment to the well-being and success of our employees.  

  

Here are some of the key points of our offering: 

  • The actual annual base salary offered will take into account internal equity, skills, and experience among other factors.  
  • Total compensation: Earn a comprehensive compensation package that includes annual reviews and performance-based bonuses.
  • Work model: We prioritize a hybrid work model based on business needs.
  • Stock purchase plan: Become not just an employee, but a Laurentian Bank shareholder. Employer matching takes your investment even further.
  • Time off: In addition to paid vacation, we provide floating days and leave options to accommodate the diverse needs of our employees. Plus, as an extra perk, you also get a paid day off to celebrate your birthday.
  • Health and wellness: Take care of your health and well-being with access to healthcare professionals, our Employee and Family Assistance Program (EFAP), and a Stress Management and Well-Being Program.
  • Group insurance and pension: We offer a competitive insurance program based on your family’s needs and a defined contribution pension plan to help prepare for your future.
  • Financial benefits: As a Laurentian Bank employee, you’re also the best ambassador for our products and services. Take advantage of employee-only offers on a wide range of products. Enjoy exclusive deals and preferred rates on products and services including insurance, hotels, train tickets, spas and many more. 

We are committed to creating a fulfilling professional environment where your skills are valued, and your well-being is a priority. Join us for a rewarding career at Laurentian Bank. 

Inclusion and Accessibility

At Laurentian Bank, we believe everyone belongs. We are committed to fostering an inclusive work environment that reflects the diversity of our customers and our communities and where everyone feels like they belong and can thrive. To this end, we encourage applications from individuals from equity-deserving groups, including Indigenous persons, racialized and persons with disabilities, marginalized genders and the 2SLGBTQIA+ community.

We strive to offer a flexible and accessible work experience that is inclusive of everyone. If at any time you need an accommodation, please let us know.

PIPEDA       

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



Related job offers

Retail Sales Representative - QUEBEC REGION

Maison Riviera is a company known for its superior quality products and its commitment to excellent customer service. We offer a diverse range of products that reflect the modern lifestyle and craftsmanship. We are looking for a dynamic and...

Agent/agente de au service à la clientèle

CA$27.66 to CA$32.54 per hour

Description de l'entrepriseROUYN-NORANDA EN SURVOLRouyn-Noranda n’a pas 100 ans et pourtant…Elle est aujourd’hui reconnue comme une des villes les plus dynamiques du Québec. Proclamée par la Fédération canadienne des entreprises indépendantes comme...

Représentant commercial/représentante commerciale en services alimentaires

CA$25.00 per hour

Description de l’offre d’emploiTu es partitionné par le monde brassicole Québécois et tu es à la recherche de nouveaux défis! Nous avons une opportunité de carrière pour toi!La Microbrasserie de l’Île d’Orléans est à la recherche d’un représentant...

Responsable du service à la clientèle

CA$47,065.00 to CA$80,272.00 per year

Description de l'entreprisePlus grand réseau de plein air au Québec, la Sépaq administre, exploite et met en valeur les lieux grandioses qui lui sont confiés par le gouvernement du Québec. Plus de 3 400 employés, passionnés de nature et ayant le...

Coordonnateur(trice) service à la clientèle

CA$46,114.00 to CA$73,631.00 per year

Description de l'entreprisePlus grand réseau de plein air au Québec, la Sépaq administre, exploite et met en valeur les lieux grandioses qui lui sont confiés par le gouvernement du Québec. Plus de 3 400 employés, passionnés de nature et ayant le...

Conseiller/conseillère en vente d'automobiles

Description de l'entrepriseArmand Automobiles Ltée est un concessionnaire Chrysler Dodge Jeep RAM, implanté dans la Baie des Chaleurs depuis plus de 70 ans et dont la réputation n'est plus à faire. Son personnel qualifié, son service personnalisé,...