Successful Financial Services Representative
1 day ago
**About the Role:**
BMO is seeking a skilled Financial Planner to join our team. As a key member of our retail banking sales and service group, you will be responsible for providing financial and investment planning advice to our customers.
**Key Responsibilities:**
- Develop and implement relationship management plans to meet the needs of clients.
- Provide financial and investment planning advice to deliver solutions in the best interests of the customer.
- Identify opportunities during customer conversations to generate referrals for personal and commercial banking products.
- Sales and performance targets will be supported by implementing business development strategies to acquire new business.
**Requirements:**
- A post-secondary degree in a related field of study or an equivalent combination of education and experience.
- Typically between 3-5 years of relevant experience as a Financial Planner.
- Must meet the regulatory/governing body licensing and registration requirements of a Financial Planner in the province/territory of employment.
**Compensation and Benefits:**
The estimated salary range for this role is $55,000 - $78,400 per year, plus upward commission potential. Additionally, BMO offers a comprehensive compensation package including performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
**Why Join BMO?**
BMO is committed to creating lasting, positive change for our customers, communities, and people. We strive to provide a supportive work environment where you can grow and make an impact from day one. If you're looking for a challenging and rewarding career opportunity, apply now to become a part of our dynamic team
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