Financial Planner

2 weeks ago

Deep River, Ontario, Canada BMO Full time
Job Title: Financial Planner

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

Key Responsibilities:
  • Provide financial and investment planning advice to customers, identifying their needs and providing solutions through the sale of managed products and services.
  • Develop and implement business development strategies to acquire new business, including outbound calling campaigns and cultivating branch referrals.
  • Engage with customers to grow BMO's business, generating appointments and building new relationships within the community.
  • Identify opportunities to generate referrals for personal and commercial banking products.
  • Support the achievement of sales and performance targets.
  • Develop and implement a relationship management plan to meet the needs of clients.
  • Respond to customer investment requests, fulfilling investment product needs aligned with the customer's goals and referring them to partners where appropriate.
  • Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs.
  • Break down strategic problems, analyzing data and information to provide insights and recommendations.
  • Execute work to deliver timely, accurate, and efficient service.
  • Introduce clients to investment strategies and work with them to set goals and make real financial progress using appropriate guidance tools.
  • Probe to understand customer personal investment and banking needs, integrating marketing promotions and programs into customer conversations to provide strategic advice.
  • Look for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
  • Maintain current knowledge of personal investment products, practices, and trends, integrating them 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.
  • Build effective relationships with internal/external stakeholders.
  • Protect the Bank's assets and comply with all regulatory, legal, and ethical requirements.
Qualifications:
  • Typically between 3-5 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Must meet the regulatory/governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
  • Advanced working knowledge of the 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.

BMO offers a competitive salary and commission structure, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To learn more, visit our website at https://www.bmo.com.

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.

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