Financial Advisor
4 weeks ago
We are seeking a highly skilled and motivated First Nations Financial Services Specialist to join our team at BMO. As a key member of our team, you will be responsible for providing financial planning and advice to our clients, with a focus on serving the First Nations community.
Key Responsibilities- Provide financial planning and advice to clients, including investment planning and wealth management.
- Develop and implement financial plans that meet the needs of clients, with a focus on serving the First Nations community.
- Build and maintain relationships with clients, including First Nations communities and organizations.
- Stay up-to-date with industry trends and developments, and apply this knowledge to provide expert advice to clients.
- Work collaboratively with other team members to achieve business objectives and provide excellent customer service.
- Typically between 3-5 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
- CFP designation preferred or one of the following: Personal Financial Planner (PFP) designation, Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC), Financial Planning I & II (FP I & II).
- Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
- Advanced working knowledge of financial industry.
- 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.
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced financial services professional looking to make a difference in the First Nations community, we encourage you to apply.
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