Elevate your career with BMO as a Financial Planner, specializing in client engagement and financial strategies. Drive results through proactive customer interactions in a salaried and commission-based role.
This role requires a skilled financial planner with 3–5 years of experience and a post-secondary degree in a related field. Major responsibilities include assessing client needs, recommending investment solutions, and building relationships with customers. You'll leverage in-depth financial industry knowledge to achieve sales targets, support investment requests, and generate referrals for personal and commercial banking products.
Key Responsibilities:
• Provide financial and investment planning advice to clients
• Engage customers through needs-based assessments
• Implement business development strategies and outreach campaigns
• Develop and support relationship management plans
• Analyze data to provide insights and recommendations
Requirements:
• 3-5 y...