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.
Achievement of sales and performance targets; Grow loyalty; Identify immediate/future opportunities; Acquire new business; Grow BMO’s business; Generate referrals; Achieve business results; Fulfill investment product needs; Achieve overall business objectives; Protect the Bank's assets; Comply with all regulatory, legal, and ethical requirements; Make sound and risk informed decisions
Industry & Context.
Analytical and problem solving skills
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 role of Financial Planner
Introduce clients to investment strategies
Integrate marketing promotions
Contribute to business results
Maintain knowledge of investment products
Work at multiple branches
Build effective 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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