Advisor, Retail Services – Trainee (Montreal)
City : Pierrefonds
Category : Full Time
Industry : Financial Services
Employer : Laurentian Bank
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 position is available within Laurentian Bank in the Montreal region.
As part of our future talent program, we are seeking a Personal Banking Advisor to join our team and help prepare the next generation of permanent advisors within our financial institution. This role is part of a cohort dedicated to next generation advisors, featuring integration, mentorship, and comprehensive training to ensure a smooth transition into a permanent position in the assigned region. As soon as an opportunity arises in your area, you will be ready to take on a client portfolio (individuals) that you can develop and retain.
With a tailored advisory approach, you will become a trusted partner to your clients, offering quality financial solutions and supporting them in their life projects.
In this role, you will work in various branches within your assigned region/community. As a result, you must be willing to travel as needed to support the team.
This position is available within Laurentian Bank in the Montreal region.
As part of our future talent program, we are seeking a Personal Banking Advisor to join our team and help prepare the next generation of permanent advisors within our financial institution. This role is part of a cohort dedicated to next generation advisors, featuring integration, mentorship, and comprehensive training to ensure a smooth transition into a permanent position in the assigned region. As soon as an opportunity arises in your area, you will be ready to take on a client portfolio (individuals) that you can develop and retain.
With a tailored advisory approach, you will become a trusted partner to your clients, offering quality financial solutions and supporting them in their life projects.
In this role, you will work in various branches within your assigned region/community. As a result, you must be willing to travel as needed to support the team.
Responsibilities
Client:
- Act as an expert for your clients regarding the products and services offered by consistently providing sound advice.
- Deliver outstanding customer service by developing financial strategies tailored to your clients’ profiles to meet and exceed their expectations and build loyalty.
- Meet with clients to help them identify and prioritize their financial projects and goals.
- Recommend products and services that align with clients’ transactional needs.
- Analyze and assess clients’ financing and investment needs based on their financial situation.
- Maintain and seek continuous business relationships with your portfolio clients and potential clients.
- Resolve client issues accurately and efficiently, escalating them when necessary.
- Foster client loyalty through a customer-centric approach.
- Ensure prepared documentation is accurate and correctly reflects the client's intentions, in compliance with relevant rules and regulations.
- Enhance clients' trust in the Bank.
Team:
- Collaborate on the development and execution of the Bank's business plan according to established objectives.
- Act as a client ambassador for the Bank.
- Help maintain the professional and welcoming appearance of the branch’s common areas.
- Ensure all client files meet compliance requirements.
- Perform any other duties required by the role or requested by the manager.
Knowledge:
- Complete the necessary training to stay up-to-date on the Bank's products/services, applicable compliance and regulatory rules, as well as industry and competitor developments.
- Stay informed about updates in taxation, products, regulations, and compliance.
Qualifications
- Post-secondary diploma or undergraduate degree
- Two (2) years of experience in banking, finance, or customer service/sales (an asset)
- All combinations of experience and education will also be considered, as we are open to candidates who are new to the financial sector.
- Sales and negotiation skills
- Excellent communication and active listening skills
- Customer service orientation, empathy, and the ability to build trust-based relationships with clients
- Ability to work as part of a team and adapt to different work environments
- Bilingual*
*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.
Assets:
- Knowledge of economics, business, and market trends
- Holder of a Mutual Fund Representative license / Representative in Collective Savings / Investment Funds in Canada (IFIC) certification
- Knowledge of financial products and services
At Laurentian Bank, we are committed to your growth and offer a motivating career path tailored to your professional aspirations. Additionally, the Bank invests in the development of its Advisors by providing a career development process specifically designed to enhance their advisory expertise.
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. Plus, as an extra perk, you also get a paid 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.