BMO Financial Group
Wealth Sales & Service
FinancialAdvisor
“Financial Advisor at BMO Financial Group. Skills: Financial planning, Investment planning, Sales, Client relationship management. Provide financial and investment planning. Determine client needs and provide solutions”
What You'll Achieve.
Achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning; Safeguard our customers’ assets; Maintain their privacy; Act in their best interests; Ensure an effectively run function; Protect the Bank's assets; Comply with all regulatory, legal and ethical requirements
Industry & Context.
Analytical and problem solving skills - In-depth; Exercises judgment to identify, diagnose, and solve problems within given rules; Breaks down strategic problems, and analyses data and information to provide insights and recommendations
What They're Looking For.
Must Have
FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses, Life and Health Insurance Producer’s License, Completed LTC Continuing Education Requirements
Nice to Have
working knowledge of financial industry, In-depth experience working with managed products and providing fee-based advice, In-depth understanding of deposit and loan (including mortgage) products and banking services, Technical proficiency gained through 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, Data driven decision making - In-depth
What You'll Do.
Provide financial and investment planning
Determine client needs and provide solutions
Sell managed products and services
Refer clients to business partners
Support achievement of sales targets
Implement business development strategies
Cultivate branch employee referrals
Identify opportunities for referrals
Generate referrals for banking products
Implement relationship management plan
Develop solutions and make recommendations
Provide advice and guidance
Support execution of strategic initiatives
Determine business priorities
Conduct independent analysis
Coordinate and execute activities
Track metrics and milestones
and data visualization
Adhere to data governance standards
Break down strategic problems
Analyze data and information
Provide insights and recommendations
Monitor and track performance
Address performance issues
Design and produce reports
Build change management plans
Lead change management activities
Participate in change management activities
Define communication plan
Influence or change behavior
Identify distribution channels
Provide input into operational programs
Execute work efficiently
Identify business needs
Design and develop tools
Employ systems to manage information
Integrate information from multiple sources
Support development and promotion of programs
Apply consultative sales process
Enhance client experience
Introduce clients to investment strategies
Develop financial plans
Communicate with sales management
Keep sales force informed
Coach and advise team members
Conduct joint appointments
Share product knowledge
Build effective relationships
Ensure alignment between stakeholders
Follow risk and compliance processes
Safeguard customer assets
Maintain customer privacy
Act in customer's best interests
Ensure effectively run function
Protect bank's assets
Comply with regulatory requirements
Comply with legal requirements
Comply with ethical requirements
Identify ways to enhance client experience
Recommend ways to enhance client experience
Exercise judgment to solve problems
Work independently on complex tasks
Apply Risk Management Framework
Make risk-informed decisions
Align decisions to business strategy
Adhere to applicable policy documents
Adhere to laws and regulations
How You'll Work.
Team & Collaboration
Collaborate with other team members; Work collaboratively and in partnership with members of the client relationship team; Build effective relationships with internal/external stakeholders; Ensure alignment between stakeholders
Communication Scope
Verbal & written communication skills - In-depth; Communication planning
Process & Methodology
Builds change management plans of varying scope, Leads or participates in a variety of change management activities, Coordinates and executes specific activities for the implementation of strategic, Provides input into the planning and implementation of operational programs
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