Financial Planner

2 weeks ago

Deep River, Ontario, Canada BMO Full time
Job Title: Financial Planner

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

Key Responsibilities:
  • Provide financial and investment planning and advice to customers
  • Determine client needs and provide solutions through the sales of managed products and services
  • Implement business development strategies to acquire new business
  • Engage customers to grow BMO's 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
  • 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 a 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 the 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
What We Offer:

BMO offers a competitive salary, upward commission potential, and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We are committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives.

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