What are the responsibilities and job description for the Associate Financial Advisor position at BMO Financial Group?
Deliver exceptional customer service and provide financial guidance to BMO customers and prospects.
Key Responsibilities:
- Identify customer needs and provide advice and guidance on financial solutions.
- Collaborate with BMO partners to deliver a seamless customer experience.
- Conduct client conversations to recommend alternative banking channels and provide personal banking and investment advice.
- Meet customer transaction-based needs with seamless execution.
- Review customer profiles and engage customers in needs-based conversations to identify potential opportunities.
- Contribute to meeting branch business results and the customer experience.
- Support operational activities, such as inventory management and escalated service requests.
- Act as a key member of a collaborative and versatile branch and market team.
- Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations.
- Maintain current knowledge of personal banking products, practices, and trends and integrate into customer conversations.
- Identify and report suspicious patterns of activity that are suspected to be related to money laundering.
- Comply with legal and regulatory requirements for the jurisdiction.
- Protect the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
Requirements:
- Typically between 1-2 years of relevant experience and/or certification in a related field of study.
- Canada only: Registration to sell investment products completed or in progress.
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
- Some experience in a consultative customer service or sales roles.
- Basic knowledge of specialized sales and business banking solutions.
Preferred Qualifications:
- Spanish speaking preferred.
Salary: $41,715.00 - $49,000.00
Pay Type: Salaried
The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.
Salary : $41,715 - $49,000
