Financial Planner
4 weeks ago
06/15/2024
Address:
1661 Denison Street
Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.
- Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
- Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
- Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
- Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
- Supports the achievement of sales and performance targets.
- Develops and implements a relationship management plan to meet the needs of client.
- Responds to customer investment requests to fulfill investment product needs aligned with the customer's goals and refers the customer to partners where appropriate.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Executes work to deliver timely, accurate, and efficient service.
- Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
- Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
- Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
- May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
- Builds effective relationships with internal/external stakeholders.
- Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- CFP designation preferred or one of the following:
- Personal Financial Planner (PFP) designation,
- Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),
- Financial Planning I & II (FP I & II).
- Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
- Advanced working knowledge of financial industry.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
5
Job Category:
Individual Contributor / Collaborateur
We're here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
-
Markham, Canada RBC - Royal Bank Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new...
-
Markham, Canada RBC - Royal Bank Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new...
-
Markham, Canada RBC - Royal Bank Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new...
-
Markham, Canada RBC - Royal Bank Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new...
-
Markham, Canada Royal Bank of Canada> Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With...
-
Markham, Canada Royal Bank of Canada> Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With...
-
Markham, Canada Royal Bank of Canada> Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With...
-
Markham, Canada Royal Bank of Canada> Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With...
-
Financial Representative
3 weeks ago
Markham, Canada Desjardins Financial Security Independent Network - Markham #293 Full timeFinancial RepresentativeOur financial centre is searching for a Financial Representative to join our dynamic team.The ProfessionThe role of a financial representative involves meeting with people to put a plan in place with risk/reward appropriate investments to help them achieve their dreams of home, enjoyable leisure time and having an active...
-
Markham, ON, Canada RBC - Royal Bank Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and hunger to drive new...
-
Markham, ON, Canada Royal Bank of Canada> Full timeJob Summary As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Your creativity, motivation, and hunger to drive new investment sales is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With...
-
Supply Planner
1 week ago
Markham, Canada Johnson & Johnson Full timeJohnson & Johnson MedTech Canada is recruiting for a Supply Planner, located in Markham, ON, Canada. **This is a duration-based role for 18 months.** The Johnson & Johnson Medical Devices Companies have been working to make surgery better for more than a century. With substantial breadth and depth in surgical technologies, orthopedic and interventional...
-
Demand Planner
4 weeks ago
Markham, Canada Johnson & Johnson Full timeJohnson & Johnson MedTech Canada is recruiting for a Demand Planner, located in Markham, ON, Canada. This is a duration-based role for 12 months. The Johnson & Johnson Medical Devices Companies have been working to make surgery better for more than a century. With substantial breadth and depth in surgical technologies, orthopedics, and interventional...
-
Financial Analyst
2 weeks ago
Markham, Canada RedBranch Executive Search & Recruitment Full timeOur client is a successful real estate development company located in Markham and they have an excellent opportunity for a Financial Analyst who will provide a broad range of analytical, research, presentation support, strategic solutions and insights to the realty team and partners. Responsibilities: Prepare real estate acquisition and disposition...
-
Financial Analyst
1 week ago
Markham, ON, Canada RedBranch Executive Search & Recruitment Full timeOur client is a successful real estate development company located in Markham and they have an excellent opportunity for a Financial Analyst who will provide a broad range of analytical, research, presentation support, strategic solutions and insights to the realty team and partners.Responsibilities:Prepare real estate acquisition and disposition strategies...
-
Financial Analyst
2 weeks ago
Markham, ON, Canada RedBranch Executive Search & Recruitment Full timeOur client is a successful real estate development company located in Markham and they have an excellent opportunity for a Financial Analyst who will provide a broad range of analytical, research, presentation support, strategic solutions and insights to the realty team and partners.Responsibilities:Prepare real estate acquisition and disposition strategies...
-
Team Manager Ii, Operations
4 weeks ago
Markham, Canada TD Bank Full time**TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - TD Wealth Advice Connect is a fast-paced channel shaping the future of wealth advice in the digital age. Advice Connect offers a unique, differentiated and legendary client experience integrating human advice with a digital platform. We...
-
Team Manager Ii, Operations
4 weeks ago
Markham, Canada TD Bank Full time403937BR Wealth Management Markham, ON March 22, 2023 Company Overview Department Overview TD Wealth Advice Connect is a fast-paced channel shaping the future of wealth advice in the digital age. Advice Connect offers a unique, differentiated and legendary client experience integrating human advice with a digital platform. We are a high performing and...
-
Project Planning
4 days ago
Markham, Canada AECOM Full timeCompany Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the...
-
Real Estate Development Analyst
4 weeks ago
Markham, Canada PROFILE DEVELOPMENTS INC. Full timeReal Estate Development Analyst - Create and maintain detailed financial models for development projects primarily involving multi-family residential development and commercial properties - Undertake analysis of municipal planning and zoning policies to support development conceptualization, master planning, and design development - Conduct market research...
