Financial Advisor

3 days ago

Elliot Lake, Canada BMO Full time
Job Summary

We are seeking a highly skilled and experienced Financial Advisor to join our team and work with First Nations communities. As a Financial Advisor, you will be responsible for providing financial planning and advice to clients, identifying their needs and providing solutions through the sale of managed products and services.

Key Responsibilities
  • Proactively engage with new and existing customers and prospects to grow loyalty and identify immediate/future opportunities.
  • Implement business development strategies to acquire new business, including outbound calling campaigns and cultivating branch referrals.
  • 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.
  • 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
  • Typically between 3-5 years of relevant experience and post-secondary degree in 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.

  • Financial Advisor

    7 days ago

    Elliot Lake, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Advisor to join our team at BMO. As a Financial Advisor, you will be responsible for providing financial and investment planning advice to our clients, with a focus on serving the First Nations community.Key ResponsibilitiesProvide financial and investment planning advice to clients,...

  • Financial Advisor

    6 days ago

    Elliot Lake, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Advisor to join our team at BMO. As a Financial Advisor, you will be responsible for providing financial and investment planning advice to our clients, with a focus on serving the First Nations community.Key ResponsibilitiesProvide financial and investment planning advice to clients,...

  • Financial Advisor

    2 weeks ago

    Elliot Lake, Canada BMO Full time

    Job SummaryBMO is seeking a skilled Financial Advisor to join our team and serve our First Nations community. As a Financial Advisor, you will be responsible for providing financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients, including...

  • Financial Advisor

    2 weeks ago

    Elliot Lake, Canada BMO Full time

    Job SummaryBMO is seeking a skilled Financial Advisor to join our team and serve our First Nations community. As a Financial Advisor, you will be responsible for providing financial planning and advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and advice to clients, including...

  • Financial Advisor

    3 months ago

    Elliot Lake, Canada Scotiabank Full time

    Requisition ID: 196373 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Investment Advisor

    2 weeks ago

    Elliot Lake, Canada BMO Full time

    About the RoleWe are seeking a highly motivated and experienced Investment Advisor to join our team at BMO. As an Investment Advisor, you will be responsible for providing sound investment advice to clients, building strong relationships, and helping them achieve their financial goals.Key ResponsibilitiesSupport clients in the inbound call queue, providing...

  • Investment Advisor

    2 weeks ago

    Elliot Lake, Canada BMO Full time

    About the RoleWe are seeking a highly motivated and experienced Investment Advisor to join our team at BMO. As an Investment Advisor, you will be responsible for providing sound investment advice to clients, building strong relationships, and helping them achieve their financial goals.Key ResponsibilitiesSupport clients in the inbound call queue, providing...

  • Financial Advisor

    4 months ago

    Lake Cowichan, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking a Financial Advisor to join our team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or refers member to...

  • Financial Advisor

    1 week ago

    Elliot Lake, Canada BMO Full time

    Job SummaryWe 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 ResponsibilitiesProvide financial planning and advice to clients,...

  • Financial Advisor

    1 week ago

    Elliot Lake, Canada BMO Full time

    Job SummaryWe 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 ResponsibilitiesProvide financial planning and advice to clients,...

  • Financial Advisor

    3 months ago

    Cold Lake, Canada Lakeland Credit Union Full time

    **Make a difference in the community by contributing to an award-winning work environment!**: - **Receive a highly competitive salary of $52.5k+ (negotiable based on experience)!**: - **Join an organization with a supportive team culture within a tight-knit community in Bonnyville/Cold Lake!** **About Lakeland Credit Union**: **Lakeland Credit Union...

  • Financial Services Professional

    2 weeks ago

    Lake Cowichan, British Columbia, Canada Envision Financial Full time

    {"title": "Financial Advisor", "description": "Key ResponsibilitiesWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members.The successful candidate will be responsible for identifying member life stage cycles and providing tailored financial solutions to meet their needs.Key responsibilities include:Building strong...

  • Financial Services Professional

    2 weeks ago

    Lake Cowichan, British Columbia, Canada Envision Financial Full time

    {"title": "Financial Advisor", "description": "Key ResponsibilitiesWe are seeking a skilled Financial Advisor to provide exceptional customer service to our members.The successful candidate will be responsible for identifying member life stage cycles and providing tailored financial solutions to meet their needs.Key responsibilities include:Building strong...

  • Financial Services Professional

    2 weeks ago

    Lake Cowichan, British Columbia, Canada Envision Financial Full time

    **Job Summary**We are seeking a highly skilled Financial Services Professional to join our team at Envision Financial. As a Financial Advisor - Member Services, you will be responsible for providing exceptional customer service to our members by offering a full range of financial products and services.**Key Responsibilities**Build strong relationships with...

  • Financial Services Professional

    2 weeks ago

    Lake Cowichan, British Columbia, Canada Envision Financial Full time

    **Job Summary**We are seeking a highly skilled Financial Services Professional to join our team at Envision Financial. As a Financial Advisor - Member Services, you will be responsible for providing exceptional customer service to our members by offering a full range of financial products and services.**Key Responsibilities**Build strong relationships with...

  • Financial Services Professional

    3 weeks ago

    Lake Cowichan, British Columbia, Canada Envision Financial Full time

    **Job Summary**We are seeking a highly skilled Financial Services Professional to join our team at Envision Financial. As a Financial Advisor - Member Services, you will be responsible for providing exceptional customer service to our members by offering a full range of financial products and services.**Key Responsibilities**Build strong relationships with...

  • Financial Services Professional

    3 weeks ago

    Lake Cowichan, British Columbia, Canada Envision Financial Full time

    **Job Summary**We are seeking a highly skilled Financial Services Professional to join our team at Envision Financial. As a Financial Advisor - Member Services, you will be responsible for providing exceptional customer service to our members by offering a full range of financial products and services.**Key Responsibilities**Build strong relationships with...

  • Associate Advisor

    4 months ago

    Sylvan Lake, Canada Lewis Financial Services Inc. Full time

    Associate Advisor Job Summary The primary focus of the Associate Advisor is to increase sales, expand the business, and enhance client services. This entails actively prospecting for new clients as well as meeting with existing clientele and leading them through the financial planning process. Skills/Requirements - CFP/QAFP/PFP, CIFC (Investment Funds) or...

  • Banking Advisor

    4 months ago

    Elliot Lake, Canada Scotiabank Full time

    Requisition ID: 201369 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Financial Advisor

    1 month ago

    Lake Cowichan, Canada Island Savings, a division of First West Credit Union Full time

    We are currently seeking a Financial Advisor to join our Lake Cowichan team. The Financial Advisor provides exceptional customer service to current and potential members by offering a full range of deposit/investments and complex lending services. The Financial Advisor identifies member life stage cycle and provides solutions to financial needs, and/or...