Advisor, Bmo Smartfolio

VIRTUAL61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0

Language requirements for the role: French and English

Completed Canadian Securities Course (CSC) & Conduct and Practices Handbook (CPH) / IIROC licensed as an Investment Representative or Registered Representative

Provides wealth and investment-related sales and service to BMO customers or prospects. Understands customer needs to provide wealth and investment advice, strategies, and products in the best interest of the customer. Fulfills sales and service activities for the customer in accordance with approved procedures. Identifies and makes referrals to other business groups.
- Builds trust and strong customer relationships by educating them on acceptable risks and performance expectations that help them achieve their financial goals.
- Escalates complex or unresolved customer situations to senior managers.
- Maintains the confidentiality of customer and Bank information.
- May provide managers with coaching, development, and advice for client support functions.
- Acts as the first point of contact for complex investment strategy questions and solutions.
- Adheres to internal risk mitigation policies and industry rules/regulations.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.** Qualifications**:

- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Knowledge of competitive market place trends and product offerings.
- Knowledge of types of investment plans.
- Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled.
- Some understanding of risk and compliance management.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**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.