Financial Services Consultant

1 day ago


Edmonton, Alberta, Canada BMO Financial Full time
About the Role

We are seeking a skilled Financial Planner to join our team at BMO Financial Group. As a Financial Planner, you will play a key role in helping our customers achieve their financial goals.

Key Responsibilities
  • Financial Planning: Provide financial and investment planning advice to customers, tailoring solutions to meet their unique needs.
  • Client Engagement: Develop strong relationships with customers, understanding their financial objectives and providing guidance on achieving them.
  • Sales and Performance: Meet or exceed sales targets by effectively promoting managed products and services to customers.
  • Business Development: Identify opportunities to grow our business through proactive engagement with new and existing customers, referrals, and strategic partnerships.
Requirements
  • Bachelor's degree in a related field of study or equivalent combination of education and experience.
  • Typically 3-5 years of relevant experience in financial services.
  • Advanced working knowledge of financial industry trends, products, and regulations.
  • Strong communication, interpersonal, and problem-solving skills.
What We Offer
  • A competitive salary of $55,000 plus commission potential.
  • Ongoing training and development opportunities to enhance your skills and expertise.
  • A comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans.


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