Wealth Advisor & Financial Planning Specialist

Bank of Montreal; Appleton (WI); On-site; USD 65,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal is seeking a Wealth Sales & Service professional to deliver financial planning and investment advice, collaborating with team members to provide comprehensive banking solutions for clients. You will assess client needs and present managed products, ETFs, insurance, and retirement plans while guiding referrals to partners.

The role supports meeting asset sale targets, conducts seminars, and leverages a relationship management plan with the lead advisor to drive growth and

Qualifications

• Typically, between 4 -6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses.
• Life and Health Insurance Producer’s License.
• Completed LTC Continuing Education Requirements.
• Strong working knowledge of financial industry.
• In-depth experience working with managed products and providing fee-based advice.
• In-depth understanding of deposit and loan (including mortgage) products and banking services.
• Technical proficiency gained through 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.
• Data driven decision making - In-depth.

Responsibilities

• Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.
• Determines client needs and provides solutions through the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products).
• Provides other solutions indirectly through referrals to business partners.
• Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.
• Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.

Skills

Verbal & written communication skills

Collaboration & team skills

Analytical and problem solving skills

Influence skills

Data driven decision making

Education

Post-secondary degree in related field

Tools

FINRA Series 6/63/65 licenses

FINRA Series 7/66 licenses

Life Insurance Producer’s License

LTC Continuing Education

Job description

Bank of Montreal is seeking a Wealth Sales & Service professional to deliver financial planning and investment advice, collaborating with team members to provide comprehensive banking solutions for clients. You will assess client needs and present managed products, ETFs, insurance, and retirement plans while guiding referrals to partners.

The role supports meeting asset sale targets, conducts seminars, and leverages a relationship management plan with the lead advisor to drive growth and