What are the responsibilities and job description for the Personal Finance Advisor position at BMO Financial?
Job Description
This position involves providing advice and guidance to customers regarding financial solutions. It requires working collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.
You will be responsible for delivering exceptional service to customers and prospects, identifying their needs, and providing tailored solutions addressing both sales and service needs.
Your Key Responsibilities
- Deliver exceptional service to customers and prospects
- Provide advice and guidance regarding financial solutions
- Work collaboratively within the branch and with BMO partners
- Deliver tailored solutions addressing both sales and service needs
Skills and Qualifications
- Strong interpersonal skills, including the ability to build rapport and connections with customers
- Aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications
- Experience in financial services is an asset
