B
Posted a month ago
Financial Planner
BMOFinancial Planner
Perks & benefits
Health Insurance
Requirements
3-5 years relevant experience, Post-secondary degree in related field, Regulatory/governing body licensing, Advanced financial industry knowledge, Strong communication skills, Analytical and problem solving skills
Skills
Banking
About the role
Responsibilities
- Provide financial and investment planning advice to help customers achieve their financial goals through managed products and services
- Proactively engage with new and existing customers through needs-based assessments to grow loyalty and identify opportunities
- Implement business development strategies, including outbound calling campaigns and cultivating branch referrals, to acquire new business
- Develop and implement relationship management plans tailored to individual client needs
- Identify opportunities to generate referrals for personal and commercial banking products such as lending and investments
- Analyze data and strategic problems to provide actionable insights and recommendations
- Maintain current knowledge of personal investment products, practices, and industry trends
- Ensure compliance with all regulatory, legal, and ethical requirements to protect the Bank's assets
Requirements
- 3-5 years of relevant experience in financial planning or a related field
- Post-secondary degree in a related field of study or an equivalent combination of education and experience
- Must meet all regulatory and governing body licensing and registration requirements for a Financial Planner in the province or territory of employment
- Advanced working knowledge of the financial industry
- Strong analytical, problem-solving, and influence skills
- In-depth verbal and written communication skills
- Proven ability to collaborate effectively within a team environment
Benefits
- Industry-leading training and professional support
- Performance-based incentives and commission structures
- Comprehensive health insurance and life insurance
- Retirement savings plans
- Tuition reimbursement programs
About the Company
BMO is a leading North American bank driven by a purpose to Boldly Grow the Good in business and life. Serving more than 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.
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BMO · Sudbury
