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Financial Planner

2 months ago

Fort McMurray, Canada BMO Full time
Job Summary

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 and advice to deliver a solution in the best interests of the customer.

Key Responsibilities
  • Proactively engage with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
  • Implement business development strategies to acquire new business through outbound calling campaigns and cultivating branch referrals.
  • Engage customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
  • Identify opportunities during customer conversations 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 to fulfill investment product needs aligned with the customer's goals and refer the customer to partners where appropriate.
  • Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs.
  • Break down strategic problems, and analyze 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 clients to set goals and make real financial progress using appropriate guidance tools.
  • Probe to understand customer personal investment and banking needs and integrate 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 and integrate 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 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.
Compensation

The salary range for this position is $49,800.00 - $90,800.00 per year, with a commission structure. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.