
Financial Services Professional
3 weeks ago
About BMO Financial Group
We are a leading financial institution with a strong commitment to helping our customers achieve their financial goals. Our team of experts provides personalized solutions and guidance to help individuals and businesses succeed.
Job Summary
We are seeking a Financial Planner to join our team. As a Financial Planner, you will work closely with clients to understand their financial needs and develop customized plans to help them achieve their goals.
Key Responsibilities
- Provide financial planning and investment advice to clients
- Determine client needs and provide solutions through the sales of managed products and services
- Proactively engage with new and existing customers and prospects by providing needs-based assessments
- Implement business development strategies to acquire new business
- Support the achievement of sales and performance targets
- Develop and implement a relationship management plan to meet the needs of clients
- Respond to customer investment requests and refer customers to partners where appropriate
- Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs
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
- Specialized knowledge from education and/or business experience
- Verbal & written communication skills - In-depth
- Collaboration & team skills - In-depth
- Analytical and problem-solving skills - In-depth
- Influence skills - In-depth
Compensation Package
We offer a competitive compensation package including a salary range of $44,500.00 - $82,500.00 and a commission structure. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role.
Total Compensation Package
Our total compensation package may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. We also offer health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
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