Professional Financial Consultant

1 day ago


Montreal, Quebec, Canada BMO Financial Full time
About the Role

BMO Financial is seeking a skilled and motivated Financial Planner to join our team. This role offers a unique opportunity to work with clients, understand their financial goals, and provide tailored solutions to help them achieve success.

Key Responsibilities
  • Data Analysis
  • Client Consultations
  • Sales of Managed Products
  • Business Development Strategies
  • Customer Relationship Management
Requirements
  • 3-5 Years of Relevant Experience
  • Post-Secondary Degree in Related Field
  • Regulatory Licensing and Registration
Benefits
  • Starting Salary: $55,000
  • Commission Potential
  • Health Insurance
  • Tuition Reimbursement
  • Accident and Life Insurance
  • Retirement Savings Plans

This position requires fluency in English as well as French, with the ability to communicate effectively with clients and team members both within and outside of Quebec.


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