Financial Planning Expert
6 days ago
**About Us:**
BMO Financial Group is a leading financial institution dedicated to helping our customers achieve their financial goals. We strive to create lasting, positive change for our customers, communities, and people.
**Job Summary:**
We are seeking a highly motivated Banking Sales and Service Professional to join our team. As a BMO Financial Planner, you will be responsible for providing financial and investment planning advice to deliver solutions in the best interests of our customers.
**Key Responsibilities:**
- Provides financial and investment planning advice to determine client needs and provide solutions through the sales of managed products and services.
- Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
- Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
- Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products.
- Supports the achievement of sales and performance targets.
- Responds to customer investment requests to fulfill investment product needs aligned with the customer's goals and refers the customer to partners where appropriate.
**Requirements:**
- Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
- Advanced working knowledge of financial industry.
**What We Offer:**
- Total compensation package that may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.
- Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
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