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Investment Consultant

2 months ago

Los Angeles, California, United States Bank of Montreal Full time
Position Overview:

As a key member of the Wealth Sales & Service team, you will deliver tailored financial and investment strategies to clients, ensuring their needs are met through a comprehensive banking approach. Your role will involve:

  • Client Engagement: Collaborate with clients to assess their financial goals and provide suitable solutions through managed products and services.
  • Sales Performance: Drive new asset sales and fee-based services while achieving performance targets.
  • Business Development: Implement strategies to attract new clients and enhance referrals from branch employees.
  • Relationship Management: Work alongside the lead relationship manager to develop and execute a relationship management plan.
  • Strategic Analysis: Conduct thorough assessments to identify opportunities for enhancing client experiences and addressing strategic issues.
  • Data Management: Oversee databases to support analysis, forecasting, and reporting, ensuring compliance with data governance standards.
  • Change Management: Lead initiatives that drive change within the organization, including readiness assessments and stakeholder engagement.
  • Training and Development: Design and deliver training programs to enhance team capabilities and client service.
  • Regulatory Compliance: Ensure adherence to all regulatory and compliance requirements to protect client assets and maintain privacy.
Qualifications:

To be successful in this role, you should possess:
  • A degree in a related field and 4-6 years of relevant experience.
  • FINRA Series 6, 63 & 65 Licenses or FINRA Series 7 & 66 licenses.
  • A Life and Health Insurance Producer's License.
  • Strong knowledge of the financial industry and experience with managed products.
  • Excellent communication, collaboration, and analytical skills.
Compensation:

Your total compensation will reflect your skills, experience, and contributions, including a base salary and potential performance-based incentives.

Company Commitment:

At the Bank of Montreal, we are dedicated to fostering an inclusive and equitable workplace, valuing the diverse perspectives of our employees. We strive to create a positive impact for our clients and communities, ensuring that every team member feels respected and heard.