Financial Solutions Advisor - Private Bank Office

Bank of America; Ontario; On-site; CAD 75,000 - 85,000; Full time

Job summary

A leading financial institution seeks a Financial Solutions Advisor to help clients achieve their financial goals through tailored advice and solutions. The role involves building financial plans, recommending products, and managing client relationships. Ideal candidates will have strong experience in financial services and relevant licenses.

Benefits

Industry-leading benefits

Paid time off

Qualifications

• At least three years of experience in financial services or sales.
• Hold Series 7 & 66 licenses or equivalent.

Responsibilities

• Provide comprehensive advice and customized solutions to clients.
• Triaging client leads and making referrals based on needs.

Skills

Account Management

Client Experience Branding

Customer and Client Focus

Oral Communications

Attention to Detail

Client Solutions Advisory

Issue Management

Client Management

Policies, Procedures, and Guidelines

Education

Bachelor’s degree

Job description

Financial Solutions Advisor - Private Bank Office

Apply locations Ontario | time type Full time | posted on Posted 2 Days Ago | job requisition id 25003465

Job Description :

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Responsibilities :

1. This role involves providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
2. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products.
3. Applicants should aim to apply and expand their knowledge by completing required licenses and trainings.
4. This position is subject to SAFE Act registration requirements.

Responsibilities :

• Work with clients to plan their short- and long-term financial goals by building financial plans using brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money management solutions.
• Recommend banking and investment strategies aligned with client financial goals and needs.
• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds.
• Mitigate and control risk as part of daily activities.
• Identify and engage potential new clients through referrals or existing clientele.
• Provide coaching and feedback to referral partners based on client needs and potential product services.

Required Qualifications :

• Hold Series 7 & 66 (or 63 & 65 in lieu of 66) licenses. If you do not currently hold the Series 66 but have Series 63 or 65, an offer can be extended on the condition that you pass the Series 66 within 60 days.
• Have at least three years of experience in the financial services industry and/or a sales environment where goals were met or exceeded, including at least one year in the investments industry with in-depth knowledge of investment products and services.
• Possess broad and deep relationship management product/solutions knowledge and experience.
• Act as a client advocate.
• Be a self-starter who manages time and capacity efficiently.
• Set and achieve goals, demonstrating motivation and perseverance.
• Build and nurture strong relationships.
• Collaborate effectively with others to accomplish tasks.
• Communicate confidently and effectively, engaging all clients comfortably.
• Manage goals, navigate complexity, prioritize tasks, and execute efficiently in a fast-paced environment.
• Be eager to learn, adapt to new information, and seek optimal solutions for clients.
• Incorporate relevant regulatory due diligence into daily activities and long-term strategies thoughtfully.

Desired Qualifications :

• Proven ability to partner and promote lead generation.
• Experience balancing investment management, sales activities, and new client development.
• Strong computer skills and ability to multitask in a demanding environment.
• Bachelor’s degree, preferably in a business-related field.
• Additional professional designations such as CFP or CRPC are a plus.
• Insurance licenses are desirable.

Skills :

• Account Management
• Client Experience Branding
• Customer and Client Focus
• Oral Communications
• Attention to Detail
• Client Solutions Advisory
• Issue Management
• Client Management
• Policies, Procedures, and Guidelines

Shift : 1st shift (United States of America)

Pay range : $75,000.00 - $85,000.00 annually, with offers determined based on experience, education, and skill set.

Benefits : This role is benefits eligible. We offer industry-leading benefits, paid time off, resources, and support to help our employees make a genuine impact and contribute to sustainable growth in our communities.