Strategic Financial Advisor

7 days ago

Hamilton, Ontario, Canada Bank of Montreal Full time

About the Role

We are seeking a Strategic Financial Advisor - Investment Specialist to join our team. In this role, you will be responsible for providing financial and investment planning and advice to deliver solutions in the best interests of our customers.

Responsibilities:

  • Determine client needs and provide solutions through the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products).
  • Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
  • Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
  • Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
  • Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
  • Supports the achievement of sales and performance targets.
  • Develops and implements a relationship management plan to meet the needs of clients.
  • Responds to customer investment requests to fulfill investment product needs aligned with the customer's goals and refers the customer to partners where appropriate.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Executes work to deliver timely, accurate, and efficient service.
  • Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
  • Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
  • Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
  • May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
  • Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.

Qualifications and Requirements

  • A minimum of 3-5 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Must meet the regulatory/governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.

Salary and Benefits

The salary for this role is estimated to be around $90,000-$120,000 per year, depending on location and experience. In addition to a competitive salary, we offer a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good. We're proud to be fueling growth and expanding possibilities for individuals, families and businesses.

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