BMO Financial Group
Retail Banking
InvestmentSpecialist
“Investment Specialist at BMO Financial Group. Skills: Investment planning, Sales, Customer engagement. Provide financial and investment planning. Determine client needs and provide solutions”
What You'll Achieve.
Grow loyalty; Identify immediate/future opportunities; Acquire new business; Achieve business results; Fulfill investment product needs; Make real financial progress; Achieve overall business objectives
Industry & Context.
Analytical and problem solving skills; Analyzes issues and determines next steps
May work at multiple branches and through various channels based on market needs
What They're Looking For.
Must Have
2-3 years of relevant experience, post-secondary degree in related field of study or an equivalent combination of education and experience, Working towards the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment, Good working knowledge of financial industry, Specialized knowledge, Verbal & written communication skills - Good, Organization skills - Good, Collaboration & team skills - Good, Analytical and problem solving skills - Good
Nice to Have
Korean language skills
What You'll Do.
Provide financial and investment planning
Determine client needs and provide solutions
Proactively engage with customers and prospects
Implement business development strategies
Engage customers to grow BMO’s business
Identify opportunities for referrals
Support achievement of sales targets
Provide sales and service support
Respond to customer investment requests
Execute work for timely
Learn Financial Planner role
Introduce clients to investment strategies
Integrate marketing promotions
Contribute to business results improvement
Maintain knowledge of investment products
Deliver customer experience
Build stakeholder relationships
Protect Bank's assets
Comply with regulatory requirements
Complete complex tasks
Analyze issues and determine next steps
How You'll Work.
Team & Collaboration
Builds effective relationships with internal/external stakeholders; Provides sales and service support for other members of the team
Communication Scope
Verbal & written communication skills
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