Nesbitt Burns
Wealth Sales & Service
InvestmentAdvisor
“Investment Advisor at Nesbitt Burns. Skills: Business development, Client base expansion, Relationship management, Investment advice, Client service. Business development and client base expansion within the Asian community on the South Shore of Montreal area. Building long-term relationships and growing assets under management”
What You'll Achieve.
Directly impacts the achievement of business unit objectives for number of clients and assets under management; Support growth and retention of clients; Achieve financial goals; Optimize profitability; Increase share of wallet; Improve client loyalty
Industry & Context.
Analytical and problem solving skills - In-depth; Exercises judgment to identify, diagnose, and solve problems within given rules
Focus is primarily on business/group within may have broader, enterprise-wide focus.
What They're Looking For.
Must Have
Fluency in Mandarin (spoken and written) is required, Proficiency in French and English is also required, Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled, 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 within the Asian community on the South Shore of Montreal area
Building long-term relationships and growing assets under management
Managing and growing client relationships through the delivery of service and advice
Assessing individual client investment needs to provide professional
customized investment-related advice
Building client trust
educating them on investment strategies
and performance expectations that help them achieve their financial goals
Developing and retaining long-term client relationships and delivering an exceptional client experience
Identifying and making referrals to other business groups
Working collaboratively within the market
BMO partners and the community to build relationships and deliver the desired customer experience
maintaining and executing a business plan to support growth and retention of clients through relationship management and customized investment strategies
complex client inquiries and escalations
Using professional judgment to develop and recommend investment strategies for client to achieve financial goals
Building effective relationships with internal/external stakeholders
Ensuring alignment between stakeholders
Monitoring and tracking performance
and addressing any issues
Managing databases and providing support for analysis
forecasting and/or data visualization
ensuring adherence with data governance standards
Providing input into the planning and implementation of operational programs
Developing business with clients / prospects using proactive selling and marketing techniques
Explaining and executing investment concepts
portfolio construction and management
and other wealth management strategies
Supporting branch or team business objectives by identifying opportunities that optimize profitability
increase share of wallet
and improve client loyalty
and best practices by monitoring of sales and service performance against plans
Supporting the development and execution of the business strategy and business planning activities
Fulfilling client sales and service activities in compliance with regulatory requirements
Maintaining the confidentiality of client and Bank information
Adhering to internal risk mitigation policies and industry rules/regulations
Taking measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role
in line with our Risk Culture and within our approved Risk Appetite
making sound and risk informed decisions that align to business strategy
and adhere to applicable policy documents (Frameworks
Procedures and Supporting documents)
How You'll Work.
Team & Collaboration
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience; Builds effective relationships with internal/external stakeholders; Ensures alignment between stakeholders; Collaboration & team skills - In-depth
Communication Scope
Verbal & written communication skills - In-depth
Process & Methodology
Develops, maintains and executes a business plan
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