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Financial Planner
2 months ago
BMO is seeking a highly motivated and experienced Financial Planner to join our team. As a Financial Planner, you will play a key role in helping our customers achieve their financial goals by providing expert advice and guidance on financial planning and investment strategies.
Key Responsibilities- Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
- Provide expert advice on investment products and services, including mutual funds, retirement savings plans, and other financial instruments.
- Build and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions.
- Stay up-to-date with industry trends and developments, and apply this knowledge to provide innovative solutions for clients.
- Collaborate with internal stakeholders to ensure seamless delivery of financial services and products.
- Meet and exceed sales targets, while maintaining a high level of customer satisfaction.
- Typically 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.
- Advanced working knowledge of the financial industry, including investment products and services.
- Specialized knowledge from education and/or business experience.
- Excellent verbal and written communication skills, with the ability to communicate complex financial concepts to clients.
- Strong analytical and problem-solving skills, with the ability to think critically and make informed decisions.
- Ability to work independently and as part of a team, with a strong focus on customer satisfaction.
BMO offers a competitive salary and commission structure, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans. We also offer opportunities for professional development and growth, as well as a collaborative and supportive work environment.
