Financial Advisor
Financial Advisor
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$ 56000 - 104000
1 Vacancy
Job Description
Application Deadline:
Address:
1733 Ocean Ave.Job Family Group:
Wealth Sales & ServiceProvides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds mutual fund wrap accounts ETF wrap accounts insurance annuities retirement savings plans and other similar products). Provides other solutions indirectly through referrals to business partners.
- Supports the achievement of sales and performance targets for new asset sales joint appointments feebased sales and financial planning.
- Implements business development strategies to acquire new business (e.g. outbound calling campaigns conducting seminars) and cultivate branch employee referrals.
- Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking lending and investments).
- Implements a relationship management plan in collaboration with the lead relationship manager.
- Determines client needs and provides solutions though the sales of managed products and services.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Provides advice and guidance to assigned business/group on implementation of solutions.
- Supports the of strategic initiatives in collaboration with internal and external stakeholders.
- Helps determine business priorities and best sequence for of business/group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Manages databases and provides support for analysis forecasting and/or data visualization ensuring adherence with data governance standards.
- Breaks down strategic problems and analyses data and information to provide insights and recommendations.
- Monitors and tracks performance and addresses any issues.
- Designs and produces regular and adhoc reports and dashboards.
- Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments planning stakeholder management evaluation and sustainment of initiatives.
- Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
- Provides input into the planning and implementation of operational programs.
- Executes work to deliver timely accurate and efficient service.
- Identifies business needs designs and develops tools and training programs; may include delivery of training to audiences.
- Employs systems (e.g. customized exception reports tracking reports etc. to manage information.
- Integrates information from multiple sources to enable more efficient processes enhanced analysis and/or streamlined reporting.
- Supports the development and promotion of a business/group program.
- Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience.
- Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools.
- Implements a relationship management plan in collaboration with the lead relationship manager.
- Implements business development strategies to acquire new business (e.g. outbound calling campaigns conducting seminars) and cultivate branch employee referrals.
- Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives.
- Coaches and advises others on the team by conducting joint appointments and sharing product knowledge and sales tips.
- Builds effective relationships with internal/external stakeholders.
- Ensures alignment between stakeholders.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets maintain their privacy act in their best interests and ensures an effectively run function.
- Protects the Banks assets and complies with all regulatory legal and ethical requirements.
- Identifies and recommends ways to enhance the client experience.
- Focus is primarily on business/group within BMO; may have broader enterprisewide focus.
- Exercises judgment to identify diagnose and solve problems within given rules.
- Works independently on a range of complex tasks which may include unique situations.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 4 6 years of relevant experience and postsecondary degree in related field of study or an equivalent combination of education and experience.
- FINRA Series 6 63 & 65 Licenses OR FINRA Series 7 & 66 licenses.
- Life and Health Insurance Producers License.
- Completed LTC Continuing Education Requirements.
- Strong working knowledge of financial industry.
- Indepth experience working with managed products and providing feebased advice.
- Indepth understanding of deposit and loan (including mortgage) products and banking services.
- Technical proficiency gained through education and/or business experience.
- Verbal & written communication skills Indepth.
- Collaboration & team skills Indepth.
- Analytical and problem solving skills Indepth.
- Influence skills Indepth.
- Data driven decision making Indepth.
Salary:
$56000.00 $104000.00Pay Type:
Salaried & CommissionThe above represents BMO Financial Groups pay range and type.
Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for parttime roles will be prorated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.
BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performancebased incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit: Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.
As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From indepth training and coaching to manager support and networkbuilding opportunities well help you gain valuable experience and broaden your skillset.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process please send an email to and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
