Financial Services Specialist
3 weeks ago
Job Summary:
We are seeking a highly skilled Financial Services Specialist to join our team at BMO Financial Group. As a Financial Services Specialist, you will be responsible for providing financial and investment planning advice to clients, working collaboratively with other team members to deliver a comprehensive banking solution.
Key Responsibilities:
- Provides financial and investment planning advice to clients, identifying their needs and providing solutions through the sales of managed products and services.
- Works collaboratively with other team members to deliver a comprehensive banking solution, supporting the achievement of sales and performance targets.
- Implements business development strategies to acquire new business, including outbound calling campaigns and conducting seminars.
- Identifies opportunities to generate referrals for personal and commercial banking products, working collaboratively with the lead relationship manager.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Requirements:
- Typically, between 4 -6 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
- FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses.
- Life and Health Insurance Producer's License.
- Completed LTC Continuing Education Requirements.
What We Offer:
BMO Financial Group offers a competitive salary and commission structure, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
How to Apply:
If you are a motivated and results-driven individual with a passion for financial services, please submit your application, including your resume and cover letter, to [insert contact information].
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