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Financial Services Professional
2 months ago
BMO is seeking a highly skilled Financial Services Professional to join our team. As a Wealth Management Specialist, you will play a key role in helping our customers achieve their financial goals.
Key Responsibilities- Provide financial and investment planning advice to deliver solutions in the best interests of the customer.
- Determine client needs and provide solutions through the sales of managed products and services.
- Provide other solutions indirectly through referrals to business partners.
- Take a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
- Implement business development strategies to acquire new business.
- Engage customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
- Identify opportunities during customer conversations to generate referrals for personal and commercial banking products.
- Support the achievement of sales and performance targets.
- Develop and implement a relationship management plan to meet the needs of clients.
- Respond to customer investment requests to fulfill investment product needs aligned with the customer's goals and refer the customer to partners where appropriate.
- Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs.
- Break down strategic problems, and analyze data and information to provide insights and recommendations.
- Execute work to deliver timely, accurate, and efficient service.
- Introduce clients to investment strategies and work with clients to set goals and make real financial progress using appropriate guidance tools.
- Probe to understand customer personal investment and banking needs and integrate marketing promotions and programs into customer conversations to provide strategic advice.
- Look for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
- Maintain current knowledge of personal investment products, practices, and trends and integrate into customer conversations.
- May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
- Build effective relationships with internal/external stakeholders.
- Protect the Bank's assets and comply with all regulatory, legal, and ethical requirements.
- 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.
- Must meet the regulatory/governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
- Advanced working knowledge of the 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.
BMO offers a competitive salary and commission structure, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
