Personal Finance Consultant

7 days ago


Santa Ana, California, United States BMO Financial Group Full time
Key Responsibilities
  • Provide exceptional customer service and build strong relationships with existing and new customers.
  • Analyze customer needs and develop personalized financial solutions that meet their requirements.
  • Work closely with internal stakeholders to ensure seamless delivery of financial products and services.
  • Stay up-to-date with market trends and regulatory changes to provide expert advice to customers.
Requirements
  • Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • Registration to sell investment products completed as appropriate for the jurisdiction.
  • Appropriate lending qualifications and designations.
  • Working knowledge of personal and small business customer needs and solutions.
Salary Range

$41,715.00 - $67,000.00 per year



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