What are the responsibilities and job description for the Retail Relationship Financial Advisor position at BMO Financial?
About BMO Financial Group
BMO is driven by a shared purpose: Boldly Grow the Good in business and life. This means creating lasting, positive change for our customers, communities, and people.
We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.
Your Role
As a Retail Relationship Financial Advisor at BMO, you will deliver exceptional service to our customers and prospects. You will identify customer needs and provide advice and guidance on financial solutions that meet their goals.
You will work collaboratively within the branch and with BMO partners to deliver a desired customer experience and achieve overall business objectives. You will also take a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
Key Responsibilities
- Deliver exceptional customer service and build strong relationships with customers and prospects.
- Identify customer needs and provide advice and guidance on financial solutions that meet their goals.
- Work collaboratively within the branch and with BMO partners to deliver a desired customer experience and achieve overall business objectives.
- Take a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
- Analyze issues and determine next steps.
- Contribute to business results and the overall experience delivered in the branch.
Qualifications
- Typically between 2-3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Canada only: Registration to sell investment products completed – as appropriate for the jurisdiction.
- Appropriate lending qualifications and designations.
- Working knowledge of personal and small business customer needs and solutions.
- Working knowledge of retail investments and lending products.
- Experience in financial services is an asset.
- Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
- Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
- Passionate commitment to helping our customers.
- Drive to deliver a personal customer experience.
- A focus on results and the ability to thrive in a consultative sales and team-based environment.
- Resourceful self-starter with courage and confidence to approach customers.
- Readiness to collaborate and work in different capacities as part of a team.
- Strong interpersonal skills, including the ability to build rapport and connections with customers.
- An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
What We Offer
- Salaried position with competitive salary range ($41,715-$67,000).
- Opportunities for professional growth and development.
- A collaborative and dynamic work environment.
- A comprehensive compensation package, including performance-based incentives and discretionary bonuses.
- Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Salary : $41,715 - $67,000
