Nesbitt Burns
Wealth Sales & Service
InvestmentAdvisor
“Investment Advisor at Nesbitt Burns. Skills: Business development, Client relationship management, Investment advice. Business development and client base expansion. Build long-term relationships”
What You'll Achieve.
Achievement of business unit objectives for number of clients; Achievement of business unit objectives for assets under management
Industry & Context.
Analytical and problem solving skills - In-depth
What They're Looking For.
Must Have
Fluency in Mandarin (spoken and written), Proficiency in French and English, Meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled, 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.
Business development and client base expansion
Build long-term relationships
Grow assets under management
Manage and grow client relationships
Deliver service and advice
Assess client investment needs
Provide customized investment advice
Educate clients on investment strategies
Develop and retain client relationships
Deliver exceptional client experience
Identify and make referrals
Develop business plans
Respond to client inquiries
Resolve complex client escalations
Develop investment strategies
Build stakeholder relationships
Monitor and track performance
Provide support for analysis
Provide input into operational programs
Develop business with clients
Use proactive selling techniques
Use marketing techniques
Explain investment concepts
Execute portfolio construction
Execute investment management
Execute wealth management strategies
Support branch business objectives
Identify opportunities to optimize profitability
Increase share of wallet
Improve client loyalty
Identify gaps and issues
Identify best practices
Monitor sales performance
Monitor service performance
Support business strategy development
Support business planning activities
Fulfill client sales activities
Fulfill client service activities
Maintain client confidentiality
Adhere to risk mitigation policies
Adhere to industry rules/regulations
Exercise judgment to solve problems
Work independently on complex tasks
Make risk informed decisions
How You'll Work.
Team & Collaboration
Works collaboratively within the market; Works with BMO partners; Works with the community; Builds effective relationships with internal/external stakeholders; Ensures alignment between stakeholders
Communication Scope
Verbal & written communication skills - In-depth
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