Advisor Sales Effectiveness

Founded in Montreal in 1846, Laurentian Bank is committed to serving its customers and fostering deep relationships with specialized groups. Laurentian Bank runs operations across Canada – primarily in Québec and Ontario – as well as in the United States and competes where it sees market opportunity and has an edge, while harnessing the power of partnerships and collaboration.

This role sits within Laurentian Bank.

The incumbent is responsible for supporting sales teams by contributing to sales performance tracking and compliance requirements through the CRM, updating portfolio assignments, maintaining profitability tools, and producing various analyses for multiple projects and initiatives.

Responsibilities

• Participate in the development and updating of pricing tools
• Compile and validate data from various sources to monitor product profitability
• Perform various tasks to design, develop, and maintain reports and dashboards to meet the needs of different business lines
• Conduct data analyses to provide insights and recommendations
• Provide support to the sales force through the maintenance and enhancement of various CRM modules and other related CRM tasks
• Act as a change agent for pricing and compliance tools with users
• Perform follow-ups and validations of the PRV process for all sales teams
• Optimize all reports and dashboards to increase efficiency
• Ensure data integrity and quality by implementing validation processes
• Document processes, methodologies, and developed solutions to ensure continuity
• Prepare and deliver training sessions to sales and sales support teams to share best practices

Qualifications

• University degree in business, with specialization in business intelligence, finance, accounting, economics, or actuarial science
• 2 to 3 years of relevant experience related to the role
• Good knowledge of data visualization tools (Tableau, Power BI)
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc.)
• Knowledge of a CRM system is an asset
• Resourcefulness and strong research and analytical skills
• Strong verbal and written communication skills in both languages (French/English)*

*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.

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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:

• The actual annual base salary offered will take into account internal equity, skills, and experience among other factors.
• 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. As an extra perk, you also get a 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.

We also use artificial intelligence (AI) tools during parts of our recruitment process to support fair and efficient hiring decisions.