Premium Advisor, Digital Investing, BMO adviceDirect (Bilingual, French and English)

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Are you ready to take the next step your career while working from home? 

Yes, you read that right.  This is a remote role meaning you will be working at home everyday! Say goodbye to commutes to and from the office and grow your career from the comfort of your own home with BMO.

Website: adviceDirect Premium: A Personal Touch at No Extra Cost - BMO

Who you are?

You are seeking a role that focuses on delivering sound Investment advice, and one that puts the client at the center of every interaction and decision.  

You possess a passion for financial services and are interested in applying this passion and

financial knowledge to help Canadians invest smarter  

You pride yourself on a successful track record of building relationships and long-term client success

You are a very strong communicator, both written and verbal, with an eye for detail

Your positive attitude reinforces that nothing is too small (or too big) for you to achieve

Responsibilities

• Breaking the mould of a traditional wealth advisor, the adviceDirect Premium advisor is supported by an industry leading advice recommendation and monitoring engine and Advisors will work virtually to build strong relationships and loyalty amongst clients and grow a book of assets
• Leverage available tools and expertise to determine individual investment needs and professional, customized advice to help clients make real financial progress
• Support client onboarding and overall experience through product demos, financial needs and goals discussions and suitability/KYC discussions, conduct proactive and recurring reviews of client portfolios to ensure alignment with current and future
• Work collaboratively with a team of support resources and other advisors to deliver best in class experience
• Prepare and present appropriate investment solutions leveraging adviceDirect tools and aligning to clients’ investment objectives.

Qualifications

We are seeking candidates who exhibit a strong desire to work in a fast-paced environment and who truly want to make a difference in the lives of our clients. Successful candidates will have:

• Robust knowledge and familiarity with common wealth management strategies and their relative strengths and weaknesses
• Experience managing a portfolio of clients through various market conditions and situations
• Comprehensive knowledge and understanding of client needs by segmentation
• Comprehensive understanding and awareness of competitor offerings and trends
• In-depth knowledge and understanding of industry regulations and standards
• Excellent communication, organizational, time management, and listening skills.
• Bilingualism preferred, French and English
• Outstanding interpersonal skills with the ability to relate to a wide variety of individuals
• A minimum of 3-5 years of relevant professional experience
• Industry Accreditations or working towards preferred (CIM, CFA, CFP)
• RR licensed or successful completion of Canadian Securities Course, Conduct and Practices Handbook and any other course required to maintain RR status

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.