Representative, Discount Brokerage

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 Securities, a subsidiary of Laurentian Bank.

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LBS is currently seeking a person to fill the position of Representative, Discount Brokerage, at its downtown Montreal office.

Reporting to the business unit manager, the incumbent will provide discount brokerage services to clients. He or she will trade a vast range of financial products : equities, options, bonds, stripped coupons / residual bonds, money markets, mutual funds, structured financial products, etc.

Denominated in Canadian and / or U.S. currency, these products will be accessible to the incumbent either through exchange order execution systems that he or she will be responsible for understanding or dealer online inventories.

The incumbent's knowledge of various financial products will be just as important as his or her ability to understand the related technology.

He or she will ensure that rules, procedures and policies established by Laurentian Bank Discount Brokerage, IIROC and all other regulatory organizations are applied, followed and explained.

Responsibilities :

• Maintain high-quality customer service standards (transactional and administrative aspects).
• Carry out transactions made over the phone by clients.
• Authorize online transactions, when necessary.
• Ensure creditworthiness and credit before all transactions.
• Apply regulatory verifications before all transactions.
• Participate in the process of account opening.
• Manage client internet access.
• Oversee fund movement.
• Resolve any client questions and issues effectively with the participation of the administrative support staff.
• Simplify and apply all the rules and procedures established by IIROC and the firm.
• Participate in developing the firm with the support of various stakeholders (LBC branch networks, clients, staff, etc.).
• Contribute to the continuous improvement of services offered to clients.
• Perform all similar or related tasks.

Qualifications :

• Bachelor's degree in administration, finance or economics and three years' brokerage experience or any other relevant combination of education and experience
• Excellent overall customer service skills
• The successful completion of the following CSI courses is required :
• Canadian Securities Course
• Conduct and Practices Handbook Course
• Options Licensing Course, or the intent to complete it within three months
• The incumbent must have a valid IIROC licence or have had a valid licence within the last two years
• Proficiency with Windows environment and Excel and Word software programs
• Fluency in French and English*
• Qualifications

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.

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.

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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