BMO Financial Group
Wealth Sales & Service
FinancialAdvisor
“Financial Advisor at BMO Financial Group. Skills: financial planning, investment planning, sales, relationship management, communication. Provides financial and investment planning and advice. Determines client needs and provides solutions though the sales of managed products and services”
What You'll Achieve.
Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning; Monitors and tracks performance and addresses any issues
Industry & Context.
Analytical and problem solving skills - In-depth; Exercises judgment to identify, diagnose, and solve problems within given rules; Works independently on a range of complex tasks, which may include unique situations
What They're Looking For.
Must Have
4 -6 years of relevant experience and post-secondary 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 Producer’s License, Completed LTC Continuing Education Requirements, 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.
Provides financial and investment planning and advice
Determines client needs and provides solutions though the sales of managed products and services
Provides other solutions indirectly through referrals to business partners
Supports the achievement of sales and performance targets
Implements business development strategies to acquire new business
Identifies opportunities during customer conversations to generate referrals
Implements a relationship management plan
Develops solutions and makes recommendations
Provides advice and guidance on implementation of solutions
Supports the execution of strategic initiatives
Helps determine business priorities
Conducts independent analysis and assessment
Coordinates and executes specific activities for the implementation of strategic
Manages databases and provides support for analysis
forecasting and/or data visualization
Breaks down strategic problems
and analyses data and information
Monitors and tracks performance and addresses any issues
Designs and produces regular and ad-hoc reports
Builds change management plans
Leads or participates in a variety of change management activities
Leads or participates in defining the communication plan
Provides input into the planning and implementation of operational programs
Executes work to deliver timely
and efficient service
Identifies business needs
designs and develops tools and training
Integrates information from multiple sources
Supports the development and promotion of a business/group program
Works collaboratively and in partnership with members of the client relationship team
Introduces clients to investment strategies and works with clients to develop a financial plan
Communicates effectively with sales management and sales force
Coaches and advises others on the team
Builds effective relationships with internal/external stakeholders
Ensures alignment between stakeholders
Follows through on the risk and compliance processes and policies
Protects the Bank's assets and complies with all regulatory
legal and ethical requirements
Identifies and recommends ways to enhance the client experience
Exercises judgment to identify
Works independently on a range of complex tasks
Take measured risks while protecting the bank
How You'll Work.
Team & Collaboration
Provides financial and investment planning and advice in collaboration with other team members; Works collaboratively and in partnership with members of the client relationship team; 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; Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Communication Scope
Verbal & written communication skills - In-depth; Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives; Leads or participates in defining the communication plan designed to positively influence or change develops tailored and identifies appropriate distribution channels
Process & Methodology
Builds change management plans of varying scope, leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives, Leads or participates in defining the communication plan, Provides input into the planning and implementation of operational programs, Coordinates and executes specific activities for the implementation of strategic includes tracking metrics and milestones
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