Wealth Management Professional

19 hours ago

Richmond Hill, Ontario, Canada BMO Financial Full time
Unlock Your Earning Potential

BMO Financial offers a unique opportunity for talented individuals to thrive in a rewarding career as a Financial Planner. With a competitive salary of $82,500 and upward commission potential, you'll have the chance to grow your earnings and achieve your financial goals.

About the Role

As a Financial Planner at BMO Financial, you'll be responsible for providing expert financial and investment planning advice to clients. You'll work closely with customers to understand their needs and provide tailored solutions through the sale of managed products and services. Your primary focus will be on proactively engaging with new and existing customers, identifying opportunities to grow loyalty and drive business growth.

Key Responsibilities

  • Engage with customers to identify their financial needs and provide personalized solutions.
  • Sell managed products and services to meet customer needs and drive revenue growth.
  • Develop and implement business development strategies to acquire new customers and expand existing relationships.
  • Support sales and performance targets by working collaboratively with internal stakeholders.
  • Stay up-to-date with industry trends and developments to maintain expertise and provide exceptional client service.

What We Offer

At BMO Financial, we're committed to creating a positive and inclusive work environment that fosters growth and development. As a Financial Planner, you'll enjoy a range of benefits, including:

  • A competitive salary with upward commission potential.
  • A comprehensive training program to develop your skills and expertise.
  • A supportive team environment with opportunities for collaboration and mentorship.
  • A range of employee benefits, including health insurance, tuition reimbursement, and retirement savings plans.

Qualifications

To succeed as a Financial Planner at BMO Financial, you'll need:

  • A minimum of 3-5 years of relevant experience in financial services or a related field.
  • A post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Advanced knowledge of financial industry practices and regulations.
  • Excellent communication and interpersonal skills.
  • The ability to work independently and collaboratively as part of a team.

We're looking for talented individuals who are passionate about delivering exceptional customer service and driving business growth. If you're motivated, enthusiastic, and eager to learn, we'd love to hear from you.

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