Financial Advisor

6 days ago

Elliot Lake, Canada BMO Full time
Job Summary

We 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 Responsibilities
  • Provide financial and investment planning advice to clients, identifying their needs and developing solutions to meet their goals.
  • Develop and implement business development strategies to acquire new business and grow existing relationships.
  • Engage with clients to understand their financial needs and provide tailored solutions.
  • Support the achievement of sales and performance targets.
  • Develop and maintain relationships with internal and external stakeholders.
  • Stay up-to-date with industry trends and developments, and apply this knowledge to provide expert advice to clients.
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.
  • 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 and commission structure, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We are committed to creating a diverse and inclusive workplace, and we welcome applications from all qualified candidates.

Please note that this is a salaried and commission-based role, with a salary range of $51,000 to $96,500 per year. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role.

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