Advisor Sales Effectiveness

Founded in Montreal in 1846, Laurentian Bank is committed to serving its customers and fostering deep relationships with specialized groups. Laurentian Bank runs operations across Canada – primarily in Québec and Ontario – as well as in the United States and competes where it sees market opportunity and has an edge, while harnessing the power of partnerships and collaboration.

This role sits within Laurentian Bank.

The incumbent is responsible for supporting sales teams by contributing to sales performance tracking and compliance requirements through the CRM, updating portfolio assignments, maintaining profitability tools, and producing various analyses for multiple projects and initiatives.

Responsibilities

• Participate in the development and updating of pricing tools
• Compile and validate data from various sources to monitor product profitability
• Perform various tasks to design, develop, and maintain reports and dashboar...