Financial Planner

2 weeks ago

Vaughan, Ontario, Canada BMO Full time
Job Summary:

As a Financial Planner at BMO, you will play a key role in delivering financial and investment planning advice to customers, helping them achieve their financial goals. Your expertise will be instrumental in identifying client needs and providing tailored solutions through the sales of managed products and services.

Key Responsibilities:

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 branch referrals

Develop and implement relationship management plans to meet client needs

Respond to customer investment requests and refer clients to partners where appropriate

Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs

Requirements:

Typically between 3-5 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience

CFPA designation preferred or one of the following: PFP, WME, PFPC, FP I & II

Advanced working knowledge of the financial industry

Specialized knowledge from education and/or business experience

Verbal and written communication skills

Collaboration and team skills

Analytical and problem-solving skills

Influence skills

What We Offer:

BMO offers a competitive salary, upward commission potential, and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We strive to create a diverse and inclusive work environment that values and respects our employees. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

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