Advisor Retail Services - Lasalle (BB-DDE1D)
Found in: Neuvoo CA
Founded in 1846, 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.
This role sits within Laurentian Bank, a subsidiary of Laurentian Bank Financial Group.
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.
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.
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
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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