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Investment Planning Advisor

2 months ago

Moose Jaw, Saskatchewan, Canada BMO Full time
About the Role

We are seeking a highly skilled and motivated Financial Services Specialist to join our team at BMO. As a key member of our team, you will be responsible for providing financial and investment planning advice to our customers, helping them achieve their financial goals.

Key Responsibilities
  • Provide financial and investment planning advice to customers, identifying their needs and providing solutions through the sale of managed products and services.
  • Develop and implement business development strategies to acquire new business, including outbound calling campaigns and cultivating branch referrals.
  • Engage with customers to grow BMO's business, building new relationships within the community and identifying opportunities to generate referrals for personal and commercial banking products.
  • Support the achievement of sales and performance targets, developing and implementing a relationship management plan to meet the needs of clients.
  • Respond to customer investment requests, fulfilling investment product needs aligned with the customer's goals and referring them to partners where appropriate.
  • Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs, breaking down strategic problems and analyzing data and information to provide insights and recommendations.
  • Execute work to deliver timely, accurate, and efficient service, introducing clients to investment strategies and working with them to set goals and make real financial progress using appropriate guidance tools.
  • Prove to understand customer personal investment and banking needs, integrating 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, maintaining current knowledge of personal investment products, practices, and trends and integrating them 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, building effective relationships with internal/external stakeholders.
  • Protect the Bank's assets and comply with all regulatory, legal, and ethical requirements, exercising judgment to identify, diagnose, and solve problems within given rules.
  • Work mostly independently, with broader work or accountabilities may be assigned as needed.
Qualifications
  • 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 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.
What We Offer

We offer a competitive salary, plus upward commission potential, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To learn more about our benefits, please visit our website.

We are committed to an inclusive, equitable, and accessible workplace, where everyone has the opportunity to grow and succeed. We strive to help our employees make an impact from day one, providing them with the tools and resources they need to reach new milestones and broaden their skillset.