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Financial Planner
2 months ago
BMO Financial Group is seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will play a key role in helping our customers achieve their financial goals and objectives.
Key Responsibilities- Provide financial and investment planning and advice to deliver solutions in the best interests of the customer.
- Determine client needs and provide solutions through the sales of managed products and services.
- Provide other solutions indirectly through referrals to business partners.
- Take a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
- 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 the customer to partners where appropriate.
- Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs.
- Break down strategic problems, and 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 clients to set goals and make real financial progress using appropriate guidance tools.
- Probe to understand customer personal investment and banking needs and integrate marketing promotions and programs into customer conversations to provide strategic advice.
- Look for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
- Maintain current knowledge of personal investment products, practices, and trends and integrate 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.
- Build effective relationships with internal/external stakeholders.
- Protect the Bank's assets and comply with all regulatory, legal, and ethical requirements.
- Focus may be on a business/group.
- Think creatively and propose new solutions.
- Exercise judgment to identify, diagnose, and solve problems within given rules.
- Work mostly independently.
- Broader work or accountabilities may be assigned as needed.
- 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.
- 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 the 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.
The starting salary for this role is $55,000, with upward commission potential. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.
About BMO Financial GroupBMO Financial Group is committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.
