Wealth Advisor & Financial Planning Specialist
BMO
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Benefits offered by this job
Job summary
BMO Financial Group is seeking a seasoned financial services professional to deliver comprehensive financial planning and advisory support within Wealth Sales & Service. You will collaborate with team members to identify client needs and present solutions across managed products, investments, and insurance.
The role emphasizes building client relationships, driving new business through outreach and seminars, and coordinating with partner teams to implement strategy while maintaining compliance
Qualifications
- Typically 4–6 years of relevant experience with a post-secondary degree or equivalent
- Strong working knowledge of the financial industry and managed products
- Experience providing fee-based advice and deposit/loan product understanding
- Ability to build and manage client relationships with a consultative sales approach
Responsibilities
- Provide financial and investment planning and advice in collaboration with team members
- Support sales targets for new asset sales, seminars, and referrals
- Develop and implement relationship management plans with the lead relationship manager
- Coordinate with stakeholders to deliver timely, accurate reporting and analysis
Skills
Education
Tools
Job description
BMO Financial Group is seeking a seasoned financial services professional to deliver comprehensive financial planning and advisory support within Wealth Sales & Service. You will collaborate with team members to identify client needs and present solutions across managed products, investments, and insurance.
The role emphasizes building client relationships, driving new business through outreach and seminars, and coordinating with partner teams to implement strategy while maintaining compliance
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