BMO Financial Group
Wealth Sales & Service
FinancialAdvisor
“Financial Advisor at BMO Financial Group. Skills: Financial planning, Sales, Client relationship management, Investment strategies. 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; Achievement of joint appointments; Achievement of fee-based sales; Achievement of financial planning targets
Industry & Context.
Analytical and problem solving skills - In-depth; Exercises judgment to identify, diagnose, and solve problems within given rules
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, 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
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
Analyze data and information
Monitor and track performance
Design and produce reports
Build change management plans
Lead change management activities
Define communication plan
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
Coach and advise team members
Build effective relationships
Ensure alignment between stakeholders
Follow risk and compliance processes
Protect bank's assets
Comply with regulatory requirements
Identify ways to enhance client experience
Exercise judgment to solve problems
Work independently on complex tasks
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
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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