Financial Advisor

at  Banque Laurentienne

QUALIFICATIONS:

• Education: A bachelor’s degree in administration, finance, or economics
• Experience: A minimum of two years of experience in banking or finance
• Any other relevant combination of education and experience
• License of Dealing Representative of a Mutual Fund Dealer/Mutual Fund
• Representative/Investment Funds in Canada (IFC)
• In-depth knowledge of financial products and services
• Sales and negotiation skills
• Bilingual*
• “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.”

• Develop sales strategies for specific clients to develop their loyalty.
• Meet with clients to help them identify and prioritize their financial projects and goals.
• Analyse and evaluate clients’ financial and investment needs based on their financial situation.
• Maintain and develop continued business relationships with the clients in the portfolio and potential clients.
• Collaborate on developing and preparing a branch business plan based on the set goals.
• Keep up to date on the products and services offered by the Bank and changes in the industry or competition.
• Master and use the latest developments in taxes, products, regulations and compliance.
• Perform all other tasks required by the supervisor or required for the job.