BMO Financial Group Associate Investment Advisor - BMO Nesbitt Burns in British Columbia, Canada
Are you looking to work with a nimble and collaborative Wealth Advisory Team? One that has been a solid fixture at BMO Nesbitt Burns for 20 years, has consistent growth, is a consistent President’s Council group and leads their peers in Business Metrix? Are you driven by the passion for client interaction and obtain personal reward from aiding a client from the starting point of their financial plan to seeing the rewards of your investment advice?
We are a Wealth Advisory group that has been nationally recognized for our client service model and ability to be nimble and adapt in their ever changing environment. We are purposely constrained to working with 80 families and endeavor on a daily basis to provide significant service and wealth advice that makes a real difference in the lives of our discerning clients. We have an excellent level of client retention of which we are enormously proud and we have a strong set of Core Values, which are everything we stand for. We are Innovative, Respectful, Compassionate and Critically Minded.
Our office is a welcoming and vibrant environment where our team members feel comfortable contributing their creativity and expertise. We are constantly seeking to improve efficiencies as well as stay ahead of the curve in delivering a unique client experience. We encourage and respect the diversity of opinion and our respect and commitment to each other and to our clients is exceptional.
Under the direction of the Senior Investment Advisor (IA), this role is responsible for partnering with the Fortin Wealth Advisory Team to invoke trust and build strong client relationships, determine financial planning needs and provide professional, customized advice to ensure client’s financial goals are met. Incumbents are also responsible developing long term relationships with investors based on our commitment to provide the best available investment advice and an exceptional client experience.
Business Delivery and Operational Effectiveness:
Act as the Lead Senior IA’s right hand and be actively involved in the Wealth Advisory and management process in assisting to deliver comprehensive wealth management solutions to clients and prospective clients.
Create and maintain the Financial Plans for clients and prospective Clients.
Function as a liaison between clients and other wealth management specialists – internally and externally.
Carry out Cash Management recommendations for clients.
Meet business objectives by actively engaging in business development activities thereby ensuring growth of the book and maintaining effective client relationships
Partner with IAs to develop and meet sales and service objectives by delivering service initiatives to clients which includes, but is not limited to, working independently on behalf of an assigned Senior IA(s) by analyzing the client book and identifying potential business opportunities
Promote and integrate the use of technology to enhance “team” efficiency
Identify gaps, issues and best practices through monitoring of sales and service performance targets against plans
Manage the relationship with clients at the initial stage of developing and implementing their financial strategy using effective communication skills and thorough understanding of investment concepts
Ensure customer needs are exceeded
Project a professional and consistent image by adhering to the team’s core values, the organization’s brand, corporate identity and standards
Knowledge and Skills:
Advanced knowledge of Financial Planning Software
Advanced knowledge of Tax Planning Strategies.
Knowledge of Estate Planning Strategies.
Advanced knowledge of investment process and procedures.
Proactively and professionally provides assistance to IA(s) in order to meet client needs, develop and execute business strategy and business planning
Capable of acting independently with defined client segments on behalf of IA(s) to implement and manage wealth management strategies
Knowledge of portfolio construction and management
Knowledge of Insurance and group products in order to know when to refer clients to insurance or group specialist
Knowledge of Bank products and services leading to the ability to make client referrals, as necessary
Ability to identify appropriate funds based on client needs
Ability to monitor and identify potential business opportunities from “Gateway”
Comprehensive knowledge and understanding of client needs by segmentation
Ability to fully utilize financial planning resources such as Naviplan Financial Planning, Divisional Financial Planner, Financial Planning Bureau and Deal Team with both existing and new clients
Proactive business development and sales skills
Strong business and community network of a diverse group of potential clients, particularly in rural markets
Outstanding interpersonal skills with the ability to relate to a wide variety of individuals
Expert use of retail/PCD technology to maximize team efficiency
Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual
University degree or equivalent industry experience
Minimum 2 years related work experience
Completion of the CSC and CPH required
Registration as Registered Representative (RR) with IIROC preferred
CFP or PFP designation preferred
12 hours compliance training over a 3 year cycle to meet mandatory IIROC Continuing Education Program requirements
30 hours of professional development or product knowledge training over a 3 year cycle to meet mandatory IIROC Continuing Education Program requirements
Wealth Management Essentials (WME) must be completed prior to 30th month of RR license
At our company, we have been helping our customers and communities for over 195 years. Working with us means being part of a team of talented and passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.
To find out more visit our website at www.bmo.com/careers
BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Canada-British Columbia-White Rock