BMO Financial Group
Retail Banking
InvestmentSpecilaist
“Investment Specilaist at BMO Financial Group. Skills: investment planning, customer needs assessment, sales. Provides financial and investment planning and advice. Determines client needs and provides solutions though the sales of managed products and services”
What You'll Achieve.
Supports the achievement of sales and performance targets; Contribute to the ongoing improvement of the overall business results and customer experience delivered
Industry & Context.
Analytical and problem solving skills - Good; 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
What You'll Do.
Provides financial and investment planning and advice
Determines client needs and provides solutions though the sales of managed products and services
Proactively engaging with new and existing customers and prospects by providing needs-based assessments
Implements business development strategies to acquire new business
Engages customers to grow BMO’s business by reaching out
generating appointments
and building new relationships
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products
Supports the achievement of sales and performance targets
Provides sales and service support for other members of the team
Responds to customer investment requests to fulfill investment product needs
Executes work to deliver timely
and efficient service
Learns the role of the Financial Planner and completes the associated accreditation requirements
Introduces clients to investment strategies and works with clients to set goals
Probes to understand customer personal investment and banking needs
Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience
Maintains current knowledge of personal investment products
May work at multiple branches and through various channels
Builds effective relationships with internal/external stakeholders
Protects the Bank's assets and complies with all regulatory
and ethical requirements
Completes complex & diverse tasks within given rules/limits
Analyzes issues and determines next steps
Broader work or accountabilities may be assigned as needed
Take measured risks while protecting the bank by applying our Risk Management Framework
How You'll Work.
Team & Collaboration
Provides sales and service support for other members of the team; Builds effective relationships with internal/external stakeholders; Collaboration & team skills - Good
Communication Scope
Verbal & written communication skills - Good
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