Business Development Professional

24 hours ago

Toronto, Ontario, Canada BMO Financial Full time
Unlock Your Potential as a Business Development Professional

BMO Financial Group is seeking a highly motivated and experienced Business Development Professional to join our team. As a key player in our organization, you will play a crucial role in driving business growth and delivering exceptional customer experiences.

About the Role:

We are looking for a skilled professional with a proven track record of success in business development, sales, and customer relationship management. Your primary responsibility will be to identify and pursue new business opportunities, build and maintain strong relationships with clients, and deliver tailored solutions to meet their financial needs.

Key Responsibilities:

  • Determine client needs and provide solutions through the sales of managed products and services
  • Implement business development strategies to acquire new business
  • 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 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, 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 them to set goals and make real financial progress using appropriate guidance tools
  • Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice
  • Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered
  • Maintains current knowledge of personal investment products, practices, and trends and integrates 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

Requirements:

  • 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
  • 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 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

What We Offer:

  • A competitive salary ranging from $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
  • Ongoing training and development opportunities to enhance your skills and career growth
  • A dynamic and supportive work environment that encourages collaboration, innovation, and teamwork

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