Financial Planning Specialist

4 weeks ago

Swift Current, Canada BMO Full time
Job Summary

We are seeking a highly skilled and motivated Financial Planner to join our team at BMO. As a Financial Planner, you will be responsible for providing financial and investment planning advice to our customers, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide financial and investment planning advice to customers, identifying their needs and providing solutions through the sale of managed products and services.
  • Develop and implement business development strategies to acquire new business, including outbound calling campaigns and cultivating branch referrals.
  • Engage with customers to grow BMO's business, generating appointments and building new relationships within the community.
  • Identify opportunities to generate referrals for personal and commercial banking products, such as personal banking, lending, and investments.
  • Support the achievement of sales and performance targets, developing and implementing a relationship management plan to meet the needs of clients.
  • Respond to customer investment requests, fulfilling investment product needs aligned with the customer's goals and referring them to partners where appropriate.
  • Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs.
  • Break down strategic problems, analyzing data and information to provide insights and recommendations.
  • Execute work to deliver timely, accurate, and efficient service, introducing clients to investment strategies and working with them to set goals and make real financial progress.
  • Probe to understand customer personal investment and banking needs, integrating marketing promotions and programs into customer conversations to provide strategic advice.
  • Look for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
  • Maintain current knowledge of personal investment products, practices, and trends, integrating them into customer conversations.
  • May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
  • Build effective relationships with internal and external stakeholders, protecting the Bank's assets and complying with all regulatory, legal, and ethical requirements.
Qualifications
  • Typically between 3-5 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • CFP designation preferred or one of the following: Personal Financial Planner (PFP) designation, Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC), Financial Planning I & II (FP I & II).
  • Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
  • Advanced working knowledge of the financial industry.
  • Specialized knowledge from education and/or business experience.
  • Verbal and written communication skills - In-depth.
  • Collaboration and team skills - In-depth.
  • Analytical and problem-solving skills - In-depth.
  • Influence skills - In-depth.
Compensation

Starting salary is $55,000 plus upward commission potential. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

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