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Financial Services Professional

2 months ago

Hamilton, Ontario, Canada BMO Full time
Job Summary

We are seeking a highly skilled Financial Services Professional to join our team at BMO. As a key member of our organization, you will be responsible for providing expert financial planning and investment advice to our clients.

Key Responsibilities
  • Develop and implement comprehensive financial plans tailored to individual client needs and goals.
  • Provide expert investment advice and guidance on a range of financial products and services.
  • Build and maintain strong relationships with clients through exceptional customer service and communication.
  • Stay up-to-date with industry trends and developments to ensure clients receive the best possible advice.
  • Collaborate with internal stakeholders to deliver seamless client experiences.
  • Meet or exceed sales and performance targets through proactive business development and relationship-building.
Requirements
  • Typically 3-5 years of relevant experience in financial services or a related field.
  • Post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • CFP designation or equivalent preferred.
  • Advanced working knowledge of financial industry and products.
  • Excellent verbal and written communication skills.
  • Strong analytical and problem-solving skills.
  • Ability to work independently and as part of a team.
What We Offer

At BMO, we offer a competitive compensation package, including a salary range of $44,000 to $82,500, plus commission. We also offer a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans.