Market Leader, Financial Planning

4 days ago

Ottawa, Canada BMO Financial Group Full time

269 Laurier Avenue West Ottawa Ontario,K1P 5J9

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.
- Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
- Ensures alignment between values and behaviour that fosters diversity and inclusion.
- Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
- Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
- Attracts, retains, and enables the career development of top talent.
- Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
- Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
- Oversees the implementation and delivery of business development strategies and sales initiatives.
- Enhances presence in the marketplace by collaborating with internal and external stakeholders to create integrated business development strategies.
- 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.
- Ensures the execution of relationship management activities to deliver exceptional customer experiences.
- Resolves or escalates issues to meet customer expectations in a timely manner.
- Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
- May network with industry contacts to gain competitive insights and best practices.
- Helps determine business priorities and best sequence for execution of business / group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Monitors and tracks performance, and addresses any issues.
- Executes change management plans effectively to ensure focus on delivering business results.
- Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
- 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.
- Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
- Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
- Implements changes in response to shifting trends.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- Typically between 7-10 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.
- Expert business development experience with successful track record.
- Seasoned professional with a combination of educatio

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