Financial Solutions Advisor

5 days ago


Penticton, British Columbia, Canada BMO Full time
Role Overview

We are seeking a highly skilled Financial Solutions Advisor to join our team at BMO. As a key member of our retail banking sales and service team, you will play a vital role in delivering exceptional customer experiences and driving business growth.

Job Description

In this dynamic role, you will be responsible for providing personalized financial solutions to our customers, identifying their needs and offering tailored advice on various banking products and services. You will work closely with colleagues across the branch and through various channels to deliver a seamless customer experience.

Your primary focus will be on proactively engaging with existing customers and prospects, conducting needs assessments, and recommending suitable financial solutions that meet their requirements. You will also be expected to stay up-to-date with industry trends, market developments, and regulatory changes to ensure compliance with all relevant laws and regulations.

Key Responsibilities:

  • Deliver exceptional customer service by listening to customers' needs and providing personalized financial solutions
  • Conduct thorough needs assessments to identify customers' financial goals and objectives
  • Recommend and sell a range of banking products and services, including everyday banking, retail investments, lending solutions, and small business offerings
  • Stay informed about industry trends, market developments, and regulatory changes to ensure compliance with all relevant laws and regulations
  • Collaborate with colleagues across the branch and through various channels to deliver a seamless customer experience
Requirements and Qualifications

To succeed in this role, you will require:

  • A minimum of 2-3 years of relevant experience in a financial services environment
  • Post-secondary degree in a related field or an equivalent combination of education and experience
  • Registration to sell investment products completed, as applicable for the jurisdiction
  • Appropriate lending qualifications and designations
  • Working knowledge of personal and small business customer needs and solutions
  • Excellent communication and interpersonal skills, with the ability to build rapport with customers and colleagues
Salary and Benefits

The estimated salary for this position is $52,000 - $83,000 per annum, depending on location, skills, experience, and qualifications. 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.



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