senior investment specialist - Burnaby, BC, Canada - Bank of Montreal

Bank of Montreal Burnaby, BC, Canada

2 weeks ago

Description

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products).

Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.

Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
Supports the achievement of sales and performance targets.

Provides sales and service support for other members of the team to complete transactions and support the achievement of business results.

Responds to customer investment requests to fulfill investment product needs aligned with the customer's goals and refers the customer to partners where appropriate.

Executes work to deliver timely, accurate, and efficient service.

Learns the role of the Financial Planner and completes the associated accreditation requirements to develop into a Financial Planner role, ideally within a 12-24-month time frame.

Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.

Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.

Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.

May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.

Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.

Typically between 2-3 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

Good working knowledge of financial industry.
Registration to sell investment products completed - as appropriate for the jurisdiction.

Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer.

Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products).

Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.

Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
Supports the achievement of sales and performance targets.