Developing Investment Advisor Nesbitt Burns

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Assesses individual client investment needs to provide professional customized investment-related advice sales and service. Builds client trust educating them on investment strategies associated risks and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market BMO partners and the community to build relationships and deliver the desired customer experience. As this role contributes to the overall success of the Investment Advisors portfolio you may be entitled to additional monthly discretionary compensation.

• Partners with others to develop business relationships with existing clients.
• Collaborates with internal and external stakeholders to deliver on business objectives.
• Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing networking seminars community involvement).
• Uses professional judgment to develop and recommend investment strategies for client to achieve financial goals.
• Explains and executes investment concepts portfolio construction and management and other wealth management strategies.
• Supports branch or team business objectives by identifying opportunities that optimize profitability increase share of wallet and improve customer loyalty.
• Identifies gaps issues and best practices by monitoring of sales and service performance against plans.
• Supports the development and execution of the business strategy and business planning activities.
• Fulfills client sales and service activities in compliance with regulatory requirements.
• Escalates complex or unresolved client situations.
• Manages databases and provides support for analysis forecasting and/or data visualization ensuring adherence with data governance standards.
• Provides input into the planning and implementation of operational programs.
• Executes work to deliver timely accurate and efficient service.
• Maintains the confidentiality of client and Bank information.
• Adheres to internal risk mitigation policies and industry rules/regulations.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify diagnose and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Minimum of 510 years of relevant hands-on experience in a financial institution working directly with clients and investments
• Current registration as Registered Representative (RR) or at minimum Investment Representative (IR) with CIRO is mandatory.
• Certified Financial Planner (CFP) or Chartered Investment Manager (CIM) designation is an asset
• Complies with mandatory IDA Continuing Education Program requirements.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

The 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 part-time roles will be pro-rated 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 performance-based 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 in-depth training and coaching to manager support and network-building opportunities well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others differences we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation please contact your recruiter.

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.