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Role Overview: The Financial Planner is responsible for delivering tailored financial and investment strategies that align with the client’s best interests. This position involves assessing client needs and offering solutions through the sale of managed financial products and services, such as mutual funds and retirement plans, while also facilitating referrals to business partners for additional services.
Key Responsibilities:
- Proactively engage with both new and existing clients to conduct needs-based assessments, fostering loyalty and identifying opportunities for future growth.
- Implement business development initiatives aimed at acquiring new clients through outreach campaigns and leveraging branch referrals.
- Enhance BMO's business presence by reaching out to potential clients, scheduling appointments, and cultivating relationships within the community.
- Identify and capitalize on opportunities during client interactions to generate referrals for banking products, including personal banking and investment services.
- Support the achievement of sales targets and performance metrics.
- Develop and execute a relationship management strategy tailored to meet client needs.
- Respond to client investment inquiries, ensuring alignment with their financial goals and referring them to appropriate partners when necessary.
- Craft solutions and provide recommendations based on a thorough understanding of business strategies and stakeholder requirements.
- Analyze data and strategic issues to deliver insights and actionable recommendations.
- Ensure timely, accurate, and efficient service delivery.
- Introduce clients to various investment strategies, assisting them in setting financial goals and making significant progress through effective guidance tools.
- Engage clients to understand their personal investment and banking needs, integrating marketing initiatives into discussions to provide strategic advice.
- Continuously seek ways to enhance overall business performance and improve the customer experience.
- Maintain up-to-date knowledge of personal investment products, practices, and market trends to enrich client conversations.
- May operate across multiple branches and channels to meet market demands and deliver an exceptional customer experience.
- Build and nurture effective relationships with both internal and external stakeholders.
- Safeguard the Bank's assets while adhering to all regulatory, legal, and ethical standards.
- Engage in creative thinking to propose innovative solutions.
- Exercise sound judgment to identify and resolve issues within established guidelines.
- Work independently while being open to broader responsibilities as needed.
Qualifications:
- Typically requires 3-5 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.
- CFP designation is preferred, or completion of the Canadian Securities Course, with licensing to sell mutual funds (excluding QC or IQPF in Quebec).
- Possess advanced knowledge of the financial industry.
- Demonstrate specialized knowledge through education and/or professional experience.
- Exhibit strong collaboration and teamwork skills.
- Possess in-depth analytical and problem-solving abilities.
- Show proficiency in influencing and persuading others.
Compensation: The salary for this position is $53,999.00, with a combination of salary and commission.
Benefits: BMO Financial Group offers a comprehensive compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, life insurance, and retirement savings plans. For more details on our benefits, please visit our Total Rewards page.
Company Overview: BMO is committed to fostering a diverse and inclusive workplace. We believe that learning from each other's differences strengthens our organization. Accommodations are available upon request for candidates participating in the selection process.
At BMO, we are driven by a shared purpose: to Boldly Grow the Good in business and life, creating lasting, positive change for our customers, communities, and employees.
