Financial Services Consultant

5 days ago


Brossard, Quebec, Canada BMO Financial Full time

Unlock your potential and excel as a Financial Planner at BMO Financial Group. We're driven by a shared purpose: to boldly grow the good in business and life.

In this dynamic role, you'll have the opportunity to make a meaningful impact on our customers' financial lives. As a Financial Planner, you'll be responsible for providing personalized financial guidance and investment advice to help clients achieve their goals.

Your Key Responsibilities:

  • Determine client needs and provide tailored solutions through the sale of managed products and services.
  • Proactively engage with new and existing customers to grow loyalty and identify opportunities for growth.
  • Implement business development strategies to acquire new business and cultivate referrals.
  • Develop and maintain strong relationships with clients, internal stakeholders, and external partners.
  • Analyze data and information to provide insights and recommendations that drive business results.

About You:

  • You typically have 3-5 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience.
  • You meet the regulatory licensing and registration requirements for a Financial Planner in your province or territory.
  • You possess advanced knowledge of the financial industry and specialized skills from education and/or business experience.
  • You have excellent verbal and written communication skills, as well as collaboration, analytical, and influence skills.

Benefits:

  • A competitive salary range of $44,500 to $82,500 per year, plus commission potential.
  • A comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
  • The opportunity to work with a leading financial institution and contribute to the success of our team.

What We Offer:

  • A collaborative and supportive work environment that fosters growth and development.
  • Ongoing training and coaching to help you succeed in your role.
  • The chance to make a meaningful difference in our customers' lives and contribute to the success of our organization.

Join Our Team:

We're committed to creating an inclusive, equitable, and accessible workplace where everyone has the opportunity to thrive. Accommodations are available on request for candidates participating in all aspects of the selection process.



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