Loyalty Advisor - Brossard

November 02, 2021

Job Description

There When It Matters for 175 YearsThis year, we are proud to celebrate our 175th anniversary. Since our founding in Quebec in 1846, we've been committed to improving the financial health of all of our clients. We are driven by the opportunity to help families thrive, communities grow and businesses succeed. As our roots have grown stronger than ever before, we are ready to lead the way for the next 175 years.Laurentian Bank Financial Group (LBCFG) is a diversified financial services provider whose mission is to help its customers improve their financial health. The Laurentian Bank of Canada and its entities are collectively referred to as Laurentian Bank Financial Group (the "Group" or the "Bank"). With more than 2,900 employees guided by the values of proximity, simplicity and honesty, the Group provides a broad range of advice-based solutions and services to its personal, business and institutional customers. With pan-Canadian activities and a presence in the U.S., the Group is an important player in numerous market segments.This role sits within Laurentian Bank, a subsidiary of Laurentian Bank Financial Group.Reporting to the Director of the Loyalty Team in a telecommuting environment, the Loyalty Consultant is responsible for ensuring the retention of his or her clients and their assets while providing exceptional customer service. They are also responsible for closing simple sales and identifying more complex business development opportunities by working closely with the client's branch to ensure a seamless experience. Quality customer service, customer experience and compliance standards are a must in this role. The Loyalty Consultant will also be called upon to carry out various business development initiatives such as new canvassing, retention or cross-selling opportunities.


Exclusively through remote meetings, this position is responsible for:- Renewing the maturities of Personal Services clients in relation to investment and financing products- Identifying, analyzing and evaluating customer needs based on their objectives and financial situation and advising customers on the various renewal alternatives related to the products and services offered by the Bank- Conclude simple sales when opportunities arise for renewal- Identify more complex business development opportunities (such as refinancing, mutual funds, retirement projection needs, etc.) and refer them by liaising with the client's branch- Develop, maintain and solicit ongoing business relationships with existing clients and/or a pre-defined client list More specifically: - Provide consulting strategies leading to the achievement of renewal, business development and referral opportunities in branches- Master the associated products- Maintain a relationship of trust with the customer and inform the customer of the policies and procedures in effect- Establish a close relationship and work closely with assigned branches to ensure a consistent and seamless customer experience- Prepare files in accordance with internal compliance rules.- Maintain a good knowledge of new tax, product, regulatory and compliance developments and apply them- Complete product requests and forward them to the appropriate departments- Ensure quality standards of customer service, customer experience and compliance are met- Constantly maintain financial knowledge, knowledge of products and services offered by the Bank and competitors, knowledge of the Bank's credit policies and industry developments.


Qualifications - Holder of a college diploma (DEC) or equivalent- Bachelor's degree in finance or a related field, an asset- Minimum of two (2) years of experience in the banking, financial or insurance field - Any combination of experience and education will be considered. - Licensed as a Mutual Fund Dealer / Mutual Fund Representative / Investment Fund in Canada (IFIC)Specific skills- Relationship building skills with a focus on delivering an excellent customer experience and growing relationships with existing customers- Focused on customer service and business development- Knowledge of the economy, business and market trends- In-depth knowledge of financial products and services - Licensed as a Mutual Fund Dealer / Mutual Fund Representative / Investment Funds in Canada (IFIC) - Ease of communication, dynamism and flexibility- Ability to manage several files- Autonomous- Bilingualism (FR/ENG)

Additional Information

Equity, Diversity & Inclusion:We are proud to be an equal opportunity employer and are committed to fostering an inclusive and accessible work environment that reflects the diversity of our customers and our communities. We welcome and encourage applications from individuals from all groups, including Indigenous people, women, visible minorities, and persons with disabilities, regardless of race, national or ethnic origin, colour, religion, age, sex, sexual orientation, gender identity or expression, marital status, family status, genetic characteristics, disability or any other legally-protected ground. Accessibility:Accommodations for persons with disabilities are available upon request for job applicants taking part in all aspects of the recruitment process.PIPEDA:We may collect, use or disclose your personal information for the purpose of establishing an employment relationship with you.Please note that this position to be filled is a work from home one.

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