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Brossard, Quebec, Canada BMO Financial Full timeAt BMO Financial, we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities, and our people. By working together, innovating, and pushing boundaries, we transform lives and businesses, and power economic growth around the world.We are seeking an...
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Brossard, Quebec, Canada BMO Financial Full timeAbout BMO FinancialBMO Financial is a leading financial institution with a rich history of delivering exceptional customer experiences. Our team of dedicated professionals is committed to helping our clients achieve their financial goals through innovative solutions and personalized service.Job DescriptionWe are seeking a highly skilled Financial Planner to...
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Career in Financial Planning
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BMO Financial Planner Career Opportunity
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Brossard, Quebec, Canada BMO Financial Full time $55,000Job DescriptionWe are seeking a highly skilled Retail Banking Sales and Service Expert to join our team. As a key player in delivering excellent customer experiences, you will be responsible for providing personalized financial planning and advice to help customers achieve their financial objectives. Your expertise in sales and service will enable you to...
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Financial Services Consultant
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Investment Advisor
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Brossard, Quebec, Canada BMO Financial Full timeAt BMO Financial Group, we're committed to creating lasting, positive change for our customers, communities, and people. As a Financial Planner, you will play a critical role in helping our customers achieve their financial goals.About the RoleWe're seeking a highly skilled and motivated individual to join our team. The successful candidate will have...
Financial Planner Relationship
1 week ago
Job Description
What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your boundless energy to meet targets and your passion for holistic financial planning is what pushes you to provide world-class advice and solutions that help clients achieve their long-term goals. With a combination of base plus variable compensation, you can create the future you want for yourself and for the clients you advise. What will you do? Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, credit, and everyday banking solutions Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets Cultivate relationships with service partners and local markets to optimize business opportunities and referrals What do you need to succeed? Must-have Financial Planning Designation (IPF) or in the process of completion Mutual Funds License (IFIC or CSC) Minimum 3 years' experience in financial planning Proven networking and client acquisition skills Ability to develop a strong referral network This role requires fluency in both French and English in order to serve RBC's French and English-speaking customers in this market What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. Full-time RBC employee status with unlimited earning potential and full benefits Work with a dynamic, collaborative, progressive, and high-performing team A world-class training program in financial services Flexible work/life balance options Job Skills Business Development, Client Centricity, Communication, Long Term Planning Additional Job DetailsAddress:
2151 BOUL LAPINIÈRE:BROSSARDCity:
BROSSARDCountry:
CanadaWork hours/week:
37.5Employment Type:
Full timePlatform:
Personal and Commercial BankingJob Type:
RegularPay Type:
SalariedPosted Date:
2024-03-28Application Deadline:
2024-04-15I nclusion and Equal Opportunity Employment
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