Private equity Jobs in Montreal, QC

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.

As part of our succession program, we are looking for a Private Banker to join our team and prepare the next generation of Private Bankers within our financial institution. This role is part of a dedicated succession cohort, with in-depth induction and training to ensure a successful transition to a permanent Private Banker position. As soon as an opportunity arises, you'll be ready to take charge of a client portfolio (personal banking) that you can develop and retain.

Thanks to a personalized advisory approach, you'll become your client's trusted partner, offering quality financial solutions and supporting them in their life projects.

The Private Banking business unit is responsible for the profitable growth of the Bank’s assets and liabilities. It offers products and services that meet the needs of preferred clients in accordance with established policies and standards.

This business unit offers a full suite of retail financial services : portfolio management, financial planning, private banking, and tax advice.

Responsabilities

Client

• Analyze clients’ needs and provide recommendations and personalized support.
• Conduct personalized financial planning that meets clients’ needs and objectives.
• Develop and maintain high-quality personalized business relationships and ensure that the Bank’s service offering is extended to households.
• Participate in events, conferences, and other promotional activities.
• Establish a business development plan that aims to grow the investment portfolio, expand the suite of banking products and services, and identify potential clients.
• Stay up to date on financial news and on the seven financial planning areas.
• Work closely with the Private Banking and Retail Services staff to ensure support, consistency and synergy in business development and customer service.
• Perform all tasks of similar or general nature requested by his or her superior or required for the job and ensure compliance with quality standards.

Group

Qualifications

What Laurentian Bank has to offer you

Th e 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.

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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