Senior Director, Investment Business Development - Private Management
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. This role sits within Laurentian Bank.
Responsibilities :
The Senior Manager, Business Development investment, is primarily responsible for the direct management of a team of private bankers and assistant private bankers.
He or she plays an essential role in overseeing their performance and providing sales coaching. This team's mission is to provide the organization's priority clients with outstanding consulting services.
On a regional level, the Senior Manager, Business Development investment, has an important role to play in helping develop branch managers' skills and expertise in investments and sales coaching ("coach the coach").
In addition, he or she plays a key role in cultivating the knowledge and abilities of all the consultants in his or her market by working alongside them and providing targeted investment coaching.
The Senior Manager, Business Development investment, is instrumental to the success and achievement of the market-specific sales and investment growth objectives.
More specifically, the Senior Manager, Investment, contributes to the company's success in the market and the achievement of overall objectives by :
- Building close relationships with the team, clients, and managers
- Actively impacting the performance of the sales force through coaching
- Promoting the "100% advice" approach
- Working alongside market leaders to identify business opportunities
Qualifications :
- Bachelor's degree in an applicable field combined with 7 to 10 years of coaching, investment advising, and sales team management experience
- Any combination of education and experience will be considered
- Comprehensive investment knowledge
- Mutual fund representative license (REC) holder
- Financial planner or CFA (Certified financial analyst) designation an asset and / or in the process of completing it
- Excellent knowledge of the Laurentian Bank branch network
- Fluently bilingual (oral and written)
The Senior Manager, Business Development investment, must be willing to travel regularly to different branches within his or her market.
Qualifications Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matterswith 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 :
- 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.
- 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.