Personal Services 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

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 :

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.