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Financial Planner

2 months ago

Port Alberni, British Columbia, Canada BMO Full time
Job Summary

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

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situation.
  • Provide expert investment advice and guidance on a range of financial products and services, including mutual funds, retirement savings plans, and other investment vehicles.
  • Build and maintain strong relationships with clients, understanding their financial needs and providing tailored solutions to meet those needs.
  • Stay up-to-date with market trends and regulatory changes, ensuring that clients receive the most current and accurate financial information.
  • Collaborate with internal stakeholders to develop and implement business development strategies, driving growth and revenue for the organization.
  • Conduct needs-based assessments to identify opportunities for cross-selling and upselling, driving revenue growth and client satisfaction.
  • Develop and implement relationship management plans to meet the needs of clients, ensuring long-term loyalty and retention.
  • Provide exceptional customer service, responding to client inquiries and resolving issues in a timely and professional manner.
Requirements
  • Typically between 3-5 years of relevant experience in financial planning and investment advice.
  • Post-secondary degree in a related field of study, such as finance, economics, or business.
  • CFP designation or equivalent certification preferred.
  • Advanced working knowledge of financial industry trends and regulatory requirements.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
  • Strong analytical and problem-solving skills, with the ability to develop and implement effective financial plans.
What We Offer

As a Financial Planner at BMO, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and make a meaningful impact on the lives of our clients. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.