BMO Financial Group
Wealth Management
InvestmentAssociate,PrivateWealth
“Investment Associate, Private Wealth at BMO Financial Group. Skills: Client relationship management, Investment advice, Sales activities. Manage and grow client relationships. Deliver professional, customized investment advice”
What You'll Achieve.
Achieve financial goals; Achieve growth objectives; 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
What They're Looking For.
Must Have
Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience, Must meet the Registered Representative licensing with CIRO and certification requirements for the branch / jurisdiction where the mandate is being fulfilled, Specialized knowledge from 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
Nice to Have
Cantonese language skills are an asset
What You'll Do.
Manage and grow client relationships
customized investment advice
Build client trust and educate on strategies
Develop and retain long-term client relationships
Deliver exceptional client experience
Identify and make referrals to other business groups
Partner with lead advisor(s) to build relationships
Support client growth objectives
Proactively engage in sales activities
Prepare and execute client portfolio reviews
Provide advice to clients
Contact clients to explain investment concepts
Escalate complex client situations
Execute work to deliver timely
Participate in preparation of annual business plans
Prepare financial plans for clients
Provide advice regarding tax efficiency
Collaborate with internal and external stakeholders
Manage databases and provide support for analysis
Assist in creating new investment portfolios
Assess fees and determine overall household fees
Manage efficient and effective running of support
Develop business with clients / prospects
Explain and execute investment concepts
Support branch or team business objectives
Support the development and execution of business strategy
Fulfill client sales and service activities
Maintain the confidentiality of client information
Adhere to internal risk mitigation policies
How You'll Work.
Team & Collaboration
Works collaboratively within the market, with BMO partners, and in the community; Partners with lead advisor(s) to build and nurture relationships; Working collaboratively within the team and with internal partners; Collaborates with internal and external stakeholders
Communication Scope
Verbal & written communication skills - In-depth
Process & Methodology
Support the development and execution of the business strategy and business planning activities
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