What are the responsibilities and job description for the Senior Financial Advisor position at BMO Financial?
Company Overview
BMO Financial is a leading financial institution that strives to create lasting, positive change for our customers, communities, and people. We believe in the power of collaboration, innovation, and pushing boundaries to transform lives and businesses.
Salary
The salary for this role is $41,715 - $49,000 per year. This compensation reflects BMO's commitment to rewarding talented individuals with competitive pay and benefits.
Job Description
In this role, you will be responsible for delivering exceptional service to BMO customers and prospects. You will identify customer needs and provide advice and guidance on financial solutions that are in their best interests. Your primary objective will be to build strong relationships with clients and help them achieve their financial goals.
Required Skills and Qualifications
To succeed in this role, you will need:
Benefits
BMO offers a comprehensive total compensation package that includes performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Additionally, we strive to create a work environment that supports your growth and well-being, providing opportunities for professional development and recognition.
Other Information
We value diversity and inclusion at BMO, and we are committed to creating an inclusive workplace culture. If you require accommodations due to a disability during the hiring process or once employed, please let us know so we can support you. We look forward to welcoming talented individuals like you to our team!
BMO Financial is a leading financial institution that strives to create lasting, positive change for our customers, communities, and people. We believe in the power of collaboration, innovation, and pushing boundaries to transform lives and businesses.
Salary
The salary for this role is $41,715 - $49,000 per year. This compensation reflects BMO's commitment to rewarding talented individuals with competitive pay and benefits.
Job Description
In this role, you will be responsible for delivering exceptional service to BMO customers and prospects. You will identify customer needs and provide advice and guidance on financial solutions that are in their best interests. Your primary objective will be to build strong relationships with clients and help them achieve their financial goals.
- Demonstrate a deep understanding of personal banking products, practices, and trends.
- Analyze customer profiles and engage in needs-based conversations to identify potential opportunities and address everyday banking plans and credit card needs.
- Collaborate with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking.
Required Skills and Qualifications
To succeed in this role, you will need:
- A strong consultative approach to sales and customer service.
- Excellent interpersonal skills, including the ability to build rapport and connections with customers.
- Basic knowledge of specialized sales and business banking solutions.
- A passion for helping customers achieve their financial goals.
Benefits
BMO offers a comprehensive total compensation package that includes performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Additionally, we strive to create a work environment that supports your growth and well-being, providing opportunities for professional development and recognition.
Other Information
We value diversity and inclusion at BMO, and we are committed to creating an inclusive workplace culture. If you require accommodations due to a disability during the hiring process or once employed, please let us know so we can support you. We look forward to welcoming talented individuals like you to our team!
Salary : $41,715 - $49,000
