Strategic Financial Advisor Position
3 weeks ago
About BMO Financial
At BMO, we strive to make a lasting impact in the lives of our customers and communities. Our Purpose, Boldly Grow the Good in business and life, guides us in creating positive change and powering economic growth around the world.
We value our employees and offer a supportive environment where you can grow and make an impact. From in-depth training and coaching to manager support and network-building opportunities, we'll help you gain valuable experience and broaden your skillset.
Role Overview
This Strategic Financial Advisor role is designed for individuals who want to make a difference in the financial well-being of our customers. As a member of our team, you will provide expert financial planning and investment advice, helping our clients achieve their goals and reach their full potential.
Key Responsibilities
- Provide personalized financial planning and investment advice to meet the unique needs of our clients.
- Determine client objectives and develop tailored solutions to help them achieve their financial goals.
- Build strong relationships with clients by providing exceptional service and ongoing support.
- Stay up-to-date with industry trends and developments to ensure our clients receive the best possible advice.
- Work collaboratively with internal stakeholders to deliver high-quality results and exceed customer expectations.
Requirements
- Typically 3-5 years of experience in a related field, such as finance or financial planning.
- Post-secondary degree in a relevant field, or equivalent combination of education and experience.
- Licenses and registrations required for the province or territory of employment.
- Advanced knowledge of financial products and services, including investments and retirement savings plans.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
Compensation and Benefits
The estimated salary for this role is between $44,500 and $82,500, plus commission potential. Our comprehensive benefits package includes health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
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