BMO Financial Career Opportunity in Retail Banking

2 days ago


Ottawa, Ontario, Canada BMO Financial Full time

Job Overview:

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  • As a BMO Financial Planner, you will play a vital role in helping customers achieve their financial goals and grow the bank's business.

Key Responsibilities:

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  • Provide personalized financial and investment planning and advice to deliver tailored solutions in the best interests of customers.
  • Determine client needs and offer innovative solutions through the sales of managed products and services.
  • Develop and implement relationship management plans to meet client needs and exceed expectations.
  • Respond to customer investment requests and refer clients to partners where appropriate.
  • Conduct comprehensive needs assessments to identify opportunities for growth and loyalty.

Requirements:

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  • Typically between 3-5 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience.
  • Must meet regulatory licensing and registration requirements for a Financial Planner in the province or territory of employment.
  • Advanced knowledge of the financial industry, with specialized expertise from education and/or business experience.
  • Exceptional verbal and written communication skills, collaboration and team skills, analytical and problem-solving abilities, and influence skills.

Compensation:

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  • Starting salary is $55,000, with upward commission potential.
  • Salaries range from $44,500 to $82,500, with salaries varying based on factors such as location, skills, experience, education, and qualifications for the role.
  • The salary listed represents BMO Financial Group's expected target for the first year in this position.

Benefits:

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  • A competitive total compensation package that includes performance-based incentives, discretionary bonuses, and other perks and rewards.
  • Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.


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