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Market Leader in Financial Planning
Job Description & How to Apply Below
Become BMO's Market Leader for Financial Planning, providing top-tier investment advice and solutions. Engage in relationship management to boost customer loyalty and satisfaction.
BMO is in search of an experienced financial planner to enhance its Retail Banking Sales & Service. You'll be responsible for assessing client needs and providing tailored investment strategies. This position requires an individual who thrives on collaboration and possesses a strong understanding of financial products and regulations.
Key Responsibilities:
• Deliver comprehensive financial and investment planning services
• Develop and implement business development initiatives
• Facilitate client referrals to product offerings
• Capture customer insights to improve service delivery
• Maintain up-to-date knowledge of personal banking trends
Requirements:
• 7-10 years of relevant financial planning experience
• Must meet licensing requirements as a Financial Planner
• Proven success in business development strategies
• Excellent influencing and collaboration skills
• Strong ability to manage ambiguity in client needs
Grow your career at BMO by leveraging your expertise in financial planning and business development.
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