Wealth Management Advisor

3 weeks ago

Toronto, Ontario, Canada Bank of Montreal Full time $55,000

Join Our Team as a Wealth Management Advisor

Are you ready to unleash your entrepreneurial spirit and drive exceptional results while enjoying lucrative earning potential? In this pivotal and fulfilling role, you will assist clients in reaching their financial aspirations.

As a Wealth Management Advisor at BMO, you will receive top-tier training and support, along with a dedicated portfolio of clients to cultivate enduring relationships.

Your responsibilities will include providing comprehensive financial and investment planning, ensuring that you deliver solutions that align with the best interests of your clients. You will assess client needs and offer tailored solutions through the sale of managed products and services, such as mutual funds and retirement savings plans.

Key Responsibilities:

  • Proactively engage with both new and existing clients to conduct needs-based assessments, fostering loyalty and identifying immediate and future opportunities.
  • Expand BMO's business by reaching out, scheduling appointments, and building new community relationships.
  • Identify opportunities during client interactions to generate referrals for personal and commercial banking products.
  • Support the achievement of sales and performance objectives.
  • Respond to client investment inquiries to fulfill their product needs, aligning with their financial goals, and refer them to partners when necessary.
  • Analyze strategic challenges and provide insights and recommendations based on data.
  • Introduce clients to effective investment strategies, assisting them in setting goals and making tangible financial progress using appropriate guidance tools.
  • Understand clients' personal investment and banking needs, integrating marketing promotions into conversations to offer strategic advice.
  • Maintain up-to-date knowledge of personal investment products, practices, and trends to enhance client discussions.
  • Ensure compliance with all regulatory, legal, and ethical standards while protecting the Bank's assets.

Typically, candidates will possess 3-5 years of relevant experience along with a post-secondary degree in a related field or an equivalent combination of education and experience. A Canadian Securities Course certification is required, with licensing to sell mutual funds (excluding QC or IQPF in Quebec). An advanced understanding of the financial industry is essential.

About BMO:

BMO is a prominent bank committed to a singular purpose: to Boldly Grow the Good in business and life. We are dedicated to building, investing, and transforming our operations to enhance performance and continue fostering positive growth. Over 12 million customers rely on us for personal and commercial banking, wealth management, and investment services.

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