Senior Advisor, Financial Planning/Investment Strategies

Laurentian Bank; Montreal; Hybrid; CAD 80,000 - 120,000; Full time

Job summary

Join Laurentian Bank as a Senior Advisor in Financial Planning, where you'll lead the advisory force to optimize client solutions and support business development. With a focus on compliance and client engagement, this role offers a dynamic environment to thrive and grow your career. Enjoy a comprehensive compensation package and a commitment to well-being in a diverse and inclusive workplace.

Benefits

Annual reviews and performance-based bonuses

Hybrid work model

Stock purchase plan with employer matching

Extra paid day off for birthdays

Access to healthcare professionals and wellness programs

Group insurance and pension plans

Employee discounts on products and services

Qualifications

• Bachelor’s degree in Business Administration, finance or equivalent.
• 8 years’ consulting experience in financial services, including 5 years in financial planning.
• Experience as an Investment Advisor is an asset.

Responsibilities

• Support the advisory force in financial planning and strategy.
• Review and approve financial plans developed by advisors.
• Ensure compliance with regulatory authorities.

Skills

Leadership

Autonomy

Ability to work under pressure

Proficiency in English

Proficiency in French

Education

Bachelor’s degree in Business Administration or finance

Tools

NaviPlan

Job description

Join to apply for the Senior Advisor, Financial Planning / Investment Strategies role at Laurentian Bank

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Join to apply for the Senior Advisor, Financial Planning / Investment Strategies role at Laurentian Bank

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.

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

The Senior Advisor, Financial Planning, acts as a leader in business practice, providing ongoing support to the Personal Banking Services network advisory force on coaching and retaining clients so as to increase LBC’s assets under management.

Responsibilities

• Answer questions and support the advisory force in all matters relating to advice (strategy, solutions, tools, financial planning, etc.)
• Review and approve, if required, the financial plans developed by the advisory force
• Prepare, on request by the advisory force, materials to present to clients, such as portfolio analyses, retirement plans, financial plans and disbursement plans
• Be called on to participate in key advisor–client meetings if necessary to proactively support business development
• Work jointly with the leaders of our branch network to structure, organize and coordinate the necessary support to meet Bank’s need for information and documentation on both sides of the balance sheet
• Contribute to developing and updating financial advisory tools such as financial calculators to meet the needs of the Personal Banking Services network
• Ensure that the compliance rules put in place by regulatory authorities such as the AMF, CIRO (Canadian Investment Regulatory Organization) and the Institut québécois de planification financière are adhered to in all team activity and in the materials developed for LBC clients
• Always stay up to date on the latest financial knowledge, the products and services offered by LBC and its competitors, LBC’s compliance rules and the rules of regulatory bodies such as the AMF, CIRO and the IQPF
• Work closely with the Senior Advisor, Business Strategy, to maintain a comprehensive picture of LBC’s advisory approach at all times

Qualifications

• Bachelor’s degree in Business Administration, finance or financial services option, or equivalent in a field related to the financial services industry
• 8 years’ consulting experience in financial services, including 5 years’ experience in financial planning or any other combination of experience and training deemed to be relevant
• Strong proficiency with financial planning software such as NaviPlan (mandatory)
• Experience as an Investment Advisor (asset)
• Proficiency in English and French
• Leadership
• Autonomy
• Ability to work under pressure
• 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 :

• 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.

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Finance and Sales

Banking

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Financial Advisor • Montreal, Montreal (administrative region), Canada