Professional Financial Consultant
3 weeks ago
About the Role
We are seeking a skilled and dedicated Professional Financial Consultant to join our team at BMO Financial Group. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.
Key Responsibilities
- Provide expert financial planning and investment advice to our clients, helping them make informed decisions about their financial futures.
- Determine client needs and provide solutions through the sales of managed products and services, such as mutual funds, retirement savings plans, and similar products.
- Cultivate strong relationships with clients, identifying opportunities to grow loyalty and generate new business.
- Implement business development strategies to acquire new business, including outbound calling campaigns and cultivating branch referrals.
- Support the achievement of sales and performance targets, while maintaining high levels of customer satisfaction.
- Develop and implement relationship management plans to meet the evolving needs of clients.
Requirements
- A minimum of 3-5 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
- Must meet regulatory licensing and registration requirements for a Financial Planner in the province or territory of employment.
- Advanced working knowledge of the financial industry and specialized knowledge from education and/or business experience.
- Excellent verbal and written communication skills, with the ability to collaborate effectively with internal and external stakeholders.
- Strong analytical and problem-solving skills, with the ability to influence and drive results.
What We Offer
In addition to a competitive salary, we offer a comprehensive total rewards package that includes health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
About Us
BMO Financial Group is committed to creating lasting, positive change for our customers, communities, and people. Our purpose – Boldly Grow the Good in Business and Life – guides everything we do, from innovation and risk-taking to collaboration and inclusion.
Join us and discover how your skills and experience can help us deliver on our purpose, and make a meaningful impact in the lives of our customers and employees.
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