Financial Advisor

4 weeks ago


Fredericton, New Brunswick, Canada BMO Full time
Job Summary

BMO is seeking a skilled Financial Advisor to join our team and work with Indigenous communities. As a Financial Advisor, you will provide financial planning and investment advice to clients, helping them achieve their financial goals.

Key Responsibilities
  • Provide financial planning and investment advice to clients, including needs assessments and solution development.
  • Build and maintain relationships with clients, understanding their financial needs and goals.
  • Develop and implement financial plans, including investment strategies and risk management.
  • Stay up-to-date with industry trends and developments, ensuring clients receive the best possible advice.
  • Collaborate with internal stakeholders to ensure seamless delivery of financial services.
  • Meet or exceed sales and performance targets, driving business growth and revenue.
Requirements
  • 3-5 years of experience in financial services, with a focus on Indigenous communities.
  • Post-secondary degree in a related field, such as finance or business.
  • CFP designation or equivalent certification.
  • Advanced knowledge of financial industry trends and developments.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.
What We Offer

BMO is committed to creating a diverse and inclusive workplace, where all employees feel valued and respected. As a Financial Advisor, you will have the opportunity to work with a talented team, develop your skills and expertise, and make a meaningful impact on the lives of our clients.

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are passionate about working with Indigenous communities and have a strong background in financial services, we encourage you to apply for this exciting opportunity.


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