Financial Planner

1 month ago

Swift Current, Canada BMO Full time
Job Summary

We are seeking a highly skilled Financial Planner to join our team at BMO. As a Financial Planner, you will be responsible for providing financial and investment planning advice to our customers, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide financial and investment planning advice to customers, identifying their needs and providing solutions through the sale of managed products and services.
  • Engage with new and existing customers, providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
  • Implement business development strategies to acquire new business, including outbound calling campaigns and cultivating branch referrals.
  • Develop and implement a relationship management plan to meet the needs of clients, responding to customer investment requests and referring customers to partners where appropriate.
  • Support the achievement of sales and performance targets, analyzing data and information to provide insights and recommendations.
  • Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs.
  • Execute work to deliver timely, accurate, and efficient service, introducing clients to investment strategies and working with clients to set goals and make real financial progress.
  • Probes to understand customer personal investment and banking needs, integrating marketing promotions and programs into customer conversations to provide strategic advice.
  • Maintain current knowledge of personal investment products, practices, and trends, integrating 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.
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.
What We Offer

We offer a competitive salary, upward commission potential, and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://www.bmo.com

We are 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.

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