Professional Financial Services Specialist

2 days ago


PointeClaire, Quebec, Canada BMO Financial Full time

Job Overview:

We are seeking a skilled and dedicated Professional Financial Services Specialist to join our team at BMO Financial Group. This role offers a unique opportunity to make a meaningful impact on the financial well-being of our customers.

About the Role:

As a Professional Financial Services Specialist, you will play a crucial part in providing expert financial guidance and advice to our clients. You will work closely with customers to understand their financial goals and develop personalized strategies to help them achieve their objectives.

Main Responsibilities:

  • Develop and implement comprehensive financial plans for clients, including investment and retirement planning.
  • Provide in-depth analysis and recommendations on various financial products and services.
  • Build and maintain strong relationships with clients, delivering exceptional customer service and ensuring their needs are met.
  • Stay up-to-date with market trends and regulatory changes, applying this knowledge to provide informed advice to clients.
  • Collaborate with internal teams to ensure seamless delivery of services and meet business objectives.

Requirements:

To be successful in this role, you will require:

  • A minimum of 3-5 years of experience in a related field, such as financial planning or wealth management.
  • Advanced knowledge of financial industry regulations and practices.
  • Strong analytical and problem-solving skills, with the ability to communicate complex ideas effectively.
  • Excellent interpersonal and communication skills, with a proven track record of building strong client relationships.

What We Offer:

BMO Financial Group offers a competitive salary range of $55,000 - $82,500 per year, plus opportunities for career advancement and professional growth. Our comprehensive benefits package includes health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us:

BMO Financial Group is a leading financial institution committed to helping our customers achieve their financial goals. With a strong focus on community involvement and social responsibility, we strive to make a positive impact on the lives of those we serve.



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