Strategic Financial Consultant
2 weeks ago
Overview
BMO is a leading financial institution that values innovation, teamwork, and community involvement. Our team of dedicated professionals is committed to delivering exceptional customer experiences and driving business growth through strategic partnerships and investments.
Job Summary
We are seeking an experienced Financial Planner to join our team as a Strategic Financial Consultant. In this role, you will be responsible for providing personalized financial planning and investment advice to our clients, identifying opportunities to drive business growth, and developing and implementing effective sales strategies to achieve revenue targets.
Responsibilities
- Provide expert financial planning and investment advice to our clients, understanding their unique needs, goals, and risk tolerance
- Develop and implement effective sales strategies to drive business growth, identify new opportunities, and increase revenue
- Collaborate with cross-functional teams to leverage our expertise and resources, ensuring seamless execution and optimal results
- Maintain current knowledge of personal investment products, practices, and trends, integrating this expertise into client conversations and sales strategies
- Analyze data and information to provide insights and recommendations, breaking down complex problems to deliver actionable solutions
Requirements
- Typically 3-5 years of relevant experience in financial planning or a related field, combined with a post-secondary degree or equivalent education and training
- CFP designation preferred or one of the following: Personal Financial Planner (PFP), Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC), Financial Planning I & II (FP I & II)
- Certified in Canadian Securities Course, licensed to sell mutual funds excluding QC or IQPF in Quebec
- Excellent communication and interpersonal skills, both written and verbal, with the ability to work collaboratively across departments and levels
Benefits
- Competitive salary range: $42,300 - $78,400 per year, with upward commission potential
- Total compensation package, including performance-based incentives, discretionary bonuses, and other perks and rewards
- Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
About BMO
BMO Financial Group's Purpose is to boldly grow the good in business and life. We strive to create lasting, positive change for our customers, communities, and people. Join our team and help us shape the future of finance
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