Enterprise Financial Strategist

6 days ago


London, Ontario, Canada BMO Financial Full time

At BMO Financial Group, we are committed to Boldly Grow the Good in business and life. As a member of our team, you will have the opportunity to make a lasting impact on our customers, communities, and people. We believe that every individual deserves to reach their full potential, and we strive to create an inclusive, equitable, and accessible workplace where everyone can thrive.

The role of Enterprise Financial Strategist is a key part of our team's success. As a financial advisor, you will work closely with clients to understand their financial goals and develop personalized strategies to help them achieve them. This may involve analyzing complex financial data, identifying opportunities for growth, and developing creative solutions to meet our clients' needs.

We are seeking a highly skilled and experienced financial professional who is passionate about delivering exceptional results and making a meaningful difference in people's lives. If you are a strategic thinker with excellent communication and problem-solving skills, we encourage you to apply for this exciting opportunity.

Key Responsibilities:

  • Provide expert financial advice and guidance to clients, helping them navigate complex financial decisions and achieve their goals.
  • Analyze financial data and market trends to identify opportunities for growth and develop strategic plans to capitalize on these opportunities.
  • Develop and maintain strong relationships with clients, stakeholders, and internal teams to ensure seamless communication and collaboration.
  • Collaborate with cross-functional teams to design and deliver innovative financial solutions that meet client needs.
  • Stay up-to-date with industry trends, regulatory changes, and best practices to ensure ongoing expertise and professional development.
  • Maintain accurate and detailed records of client interactions, financial analysis, and recommendations.

Requirements:

  • Typically 3-5 years of experience in a related field, such as financial planning, wealth management, or investment banking.
  • Advanced degree in finance, accounting, economics, or a related field.
  • Strong analytical and problem-solving skills, with ability to analyze complex financial data and develop creative solutions.
  • Excellent communication and interpersonal skills, with ability to build strong relationships with clients, stakeholders, and internal teams.
  • Proven track record of delivering exceptional results and exceeding performance targets.
  • Ability to stay current with industry trends, regulatory changes, and best practices.

What We Offer:

  • A competitive salary range of $42,300 - $78,400 per year, plus commission structure.
  • A comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
  • Opportunities for professional development and career advancement within a dynamic and growing organization.
  • A collaborative and supportive work environment that fosters innovation, creativity, and teamwork.
  • Access to cutting-edge technology and tools to enhance productivity and efficiency.


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