Investment Planning Consultant

Wealth Sales & Service

The successful candidate will be responsible for business development and client base expansion within the Asian community on the South Shore of Montreal area, with a focus on building long-term relationships and growing assets under management.

Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.

Directly impacts the achievement of business unit objectives for number of clients and assets under management.
Develops, maintains and executes a business plan to support growth and retention of clients through relationship management and customized investment strategies.
Uses professional judgment to develop and recommend investment strategies for client to achieve financial goals.
Monitors and tracks performance, and addresses any issues.
Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
Provides input into the planning and implementation of operational programs.
Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement).
Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.
Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans.
Supports the development and execution of the business strategy and business planning activities.
Fulfills client sales and service activities in compliance with regulatory requirements.
Maintains the confidentiality of client and Bank information.
Adheres to internal risk mitigation policies and industry rules/regulations.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Typically between 5 - 10 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Fluency in Mandarin (spoken and written) is required ; proficiency in French and English is also required.
Technical proficiency gained through education and/or business experience.
Data driven decision making - In-depth.

Salaries for part-time roles will be pro-rated based on number of hours regularly worked. 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. It calls on us to create lasting, positive change for our customers, our communities and our people. 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.

Accommodations are available on request for candidates taking part in all aspects of the selection process. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.