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Sponsored Developing Investment Advisor

3 months ago

Calgary Alberta DJ, CA BMO Financial Group Part time

The Sponsored Developing Investment Advisor will work alongside a successful, senior investment advisor for approximately 20% of their time, in exchange for mentorship and guidance by the Sponsoring Investment Advisor.

Assesses individual client investment needs to provide professional, customized investment-related advice, sales, and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience.

Responsibilities:
  • Partners with others to develop business relationships with existing clients.
  • Collaborates with internal and external stakeholders to deliver on business objectives.
  • Develops business with clients/prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement).
  • Uses professional judgment to develop and recommend investment strategies for clients to achieve financial goals.
  • Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.
  • Supports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve customer loyalty.
  • Identifies gaps, issues, and best practices by monitoring sales and service performance against plans.
  • Supports the development and execution of the business strategy and business planning activities.
  • Fulfills client sales and service activities in compliance with regulatory requirements.
  • Escalates complex or unresolved client situations.
  • Manages databases and provides support for analysis, forecasting, and/or data visualization, ensuring adherence to data governance standards.
  • Provides input into the planning and implementation of operational programs.
  • Executes work to deliver timely, accurate, and efficient service.
  • Maintains the confidentiality of client and Bank information.
  • Adheres to internal risk mitigation policies and industry rules/regulations.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.
Qualifications:
  • Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
  • Knowledge of Canadian Securities Course & Conduct and Practices Handbook.
  • Registration as Registered Representative (RR).
  • Complies with mandatory IDA Continuing Education Program requirements.
  • Professional Financial Planning (PFP) must be completed prior to the 30th month of RR license.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem-solving skills - In-depth.
  • Influence skills - In-depth.
Salary:

Pay Type: Commission

The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on the number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: BMO Total Rewards.

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities, and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected, and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities, we’ll help you gain valuable experience and broaden your skillset.

To find out more visit us at BMO Careers.

BMO is committed to an inclusive, equitable, and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written, and fully executed agency agreement contract for service to submit resumes.

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