Financial advisor

Laurentian Bank; Saguenay; On-site; CAD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking a Retail Services Advisor to manage and develop client portfolios. This role involves creating personalized strategies to enhance client loyalty and providing expert financial consulting. You will engage with clients to identify their financial goals and ensure they receive top-notch service. In a hybrid work environment, you will enjoy a comprehensive compensation package, including performance-based bonuses and health benefits. Join a team that values your contributions and fosters an inclusive workplace where everyone can thrive.

Benefits

Stock Purchase Plan

Paid Vacation

Floating Days Off

Health and Wellness Programs

Group Insurance

Defined Contribution Pension Plan

Employee-only Offers

Qualifications

• Bachelor's degree in administration, finance, or economics required.
• Minimum of two years of experience in banking or finance.

Responsibilities

• Develop sales strategies to enhance client loyalty.
• Analyze clients' financial needs and maintain business relationships.

Skills

Sales Skills

Negotiation Skills

Financial Analysis

Client Relationship Management

Education

Bachelor's Degree in Administration

Bachelor's Degree in Finance

Bachelor's Degree in Economics

Job description

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
  
  

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:

• 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

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