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Financial Advisor Associate
3 weeks ago
We are looking for a dedicated Financial Advisor Associate to join our team. In this role, you will be responsible for assessing individual client investment needs and providing professional, customized investment-related advice, sales, and service.
Main Accountabilities:
- Assess individual client investment needs and provide professional, customized investment-related advice, sales, and service
- Build client trust and educate them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals
- Develop and retain long-term client relationships and deliver an exceptional client experience
About the Opportunity:
This is a unique opportunity to work in a collaborative and dynamic environment where you will have the chance to work closely with our experienced team to deliver on business objectives. As a Financial Advisor Associate, you will be identifying and capitalizing on opportunities that optimize profitability, increase share of wallet, and improve client loyalty.
Required Skills and Qualifications:
- Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience
- Knowledge of Canadian Securities Course & Conduct and Practices Handbook
- Registration as Registered Representative (RR)
- Complies with mandatory IIROC Continuing Education Program requirements
- WME must be completed within 30 months of RR License
- Specialized knowledge from education and/or business experience
- Collaboration & team skills - In-depth
- Analytical and problem-solving skills - In-depth
- Influence skills - In-depth
Benefits:
As a Financial Advisor Associate at BMO Financial Group, you can expect a comprehensive compensation package that includes performance-based incentives, discretionary bonuses, and other perks and rewards. We also offer health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
