Senior Wealth Management Specialist
1 week ago
About the Role
BMO Financial is seeking a skilled and experienced Financial Planner to join our team. As a Wealth Management Specialist, you will play a vital role in helping clients achieve their financial goals.
Key Responsibilities
- Deliver exceptional client service by providing personalized financial advice and solutions tailored to each client's needs.
- Build strong relationships with clients, colleagues, and partners through effective communication, empathy, and trust.
- Stay up-to-date on industry trends, products, and services to provide informed recommendations and drive business growth.
- Meet or exceed sales targets by identifying new business opportunities and implementing strategic plans to capture market share.
- Develop and implement a comprehensive relationship management plan to meet client needs and build long-term partnerships.
- Respond to client inquiries and resolve issues efficiently, ensuring high levels of customer satisfaction.
- Collaborate with internal stakeholders to leverage expertise, resources, and best practices, driving business success and excellence.
- Adhere to regulatory requirements and maintain confidentiality, integrity, and professionalism in all aspects of work.
Requirements and Qualifications
- Typically 3-5 years of experience in finance, wealth management, or a related field.
- Post-secondary degree in a relevant field or an equivalent combination of education and experience.
- Advanced knowledge of financial industry trends, products, and services.
- Specialized skills from education and/or business experience.
- Excellent verbal and written communication skills.
- Strong analytical and problem-solving skills.
- Influence and collaboration skills.
About BMO Financial Group
BMO Financial Group is a leading Canadian bank that serves millions of customers across North America. We are committed to delivering exceptional service, building lasting relationships, and creating value for our clients, employees, and shareholders.
Benefits and Compensation
We offer a competitive salary range of $42,300 - $78,400 per year, plus bonus potential and comprehensive benefits package, including health insurance, retirement savings plans, and more.
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