Expert Financial Solutions Advisor
19 hours ago
Transforming lives and businesses with our top-notch financial solutions.
Company OverviewBMO Financial Group is driven by a shared purpose: Boldly Grow the Good in business and life. Our goal is to create lasting, positive change for our customers, communities, and people.
Salary & BenefitsWe offer a competitive salary ranging from $44,500 to $82,500 per year, plus upward commission potential. Additionally, you'll receive performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Job DescriptionAs an Expert Financial Solutions Advisor, you will be responsible for providing personalized financial planning and investment advice to deliver solutions that best suit your customers' needs. You will determine client requirements and provide solutions through the sales of managed products and services.
- You will take the lead in proactively engaging with new and existing customers and prospects, identifying immediate and future opportunities, and implementing business development strategies to acquire new business.
- You will develop and implement relationship management plans to meet the needs of clients, respond to customer investment requests, and execute work to deliver timely, accurate, and efficient service.
- You will introduce clients to investment strategies, work with clients to set goals, and make real financial progress using appropriate guidance tools.
To succeed in this role, you should have:
- Typically 3-5 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience.
- Must meet regulatory licensing and registration requirements for a Financial Planner in the province or territory of employment.
- Advanced knowledge of the financial industry.
- Specialized knowledge from education and/or business experience.
- In-depth verbal and written communication skills, collaboration and team skills, analytical and problem-solving skills, and influence skills.
At BMO, we strive to help you grow and make an impact from day one. We'll support you with training, coaching, manager support, and network-building opportunities. Join us in transforming lives and businesses
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