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.
As a Sales assistant, you will contribute to operational activities for the organization and be responsible for analysis, opening of client files and document management.
Working as part of a team, you will need to be adaptable and take an active role with continuous improvement activities.
The Sales assistant is responsible for ensuring the smooth running of the daily operations of the branch according to the policies and procedures in force. He or she acts as a resource person between the branch and the various head office departments, including the Compliance Department and Administrative Services.
#LI-Hybrid
#LI-KAB
Responsibilities :
Analyzing and verifying client files (Individuals/Entities) in order to ensure accuracy while
complying with securities requirements and the regulations in effect (AML/ATF, IIROC...)
Acting on non-compliant client files for the business lines
Entering client file data in the IBM ISM system
Managing the opening of accounts email inbox
Ensuring efficient and professional correspondence with the business lines by phone and email
Ongoing improvement of procedures in place
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:
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.
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