Senior Financial Advisor
2 days ago
BMO Financial Group is seeking highly motivated and results-driven professionals to join our team as Senior Financial Advisors. In this exciting role, you will have the opportunity to work with clients to create personalized financial plans that help them achieve their long-term goals.
About the Role:
As a Senior Financial Advisor, you will be responsible for providing expert advice on investment and wealth management strategies to individual and business clients. You will also develop and implement customized financial plans that meet the unique needs and objectives of each client.
Key Responsibilities:
- Conduct comprehensive financial needs assessments to identify opportunities for growth and wealth creation.
- Develop and present tailored financial plans that align with clients' values, risk tolerance, and goals.
- Analyze market trends and economic conditions to provide informed investment recommendations.
- Maintain accurate records of client interactions, transactions, and performance metrics.
- Collaborate with internal teams to ensure seamless execution of client plans.
Requirements:
- Minimum 3-5 years of experience in financial services or a related field.
- Post-secondary degree in finance, business, or a related field.
- Strong knowledge of financial markets, products, and regulatory requirements.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively as part of a high-performing team.
What We Offer:
- A competitive salary range of $55,000 to $82,500 per year, plus commission potential.
- A comprehensive benefits package, including health insurance, retirement savings plans, and paid time off.
- Ongoing training and professional development opportunities to enhance your skills and expertise.
- A dynamic and supportive work environment that fosters collaboration and innovation.
How to Apply:
To learn more about this exciting opportunity and to apply, please visit our website at https://jobs.bmo.com/ca/en.
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