Join BMO Financial Group as a Client-Focused Financial Planner, offering tailored investment advice and solutions based on client needs. Drive customer engagement while meeting financial goals effectively.
This role requires 3-5 years of relevant financial planning experience, with an emphasis on proactive customer assessments and community engagement. You will work closely with clients to understand their investment requests and develop referral opportunities for banking products. A strong analytical approach will help you deliver strategic guidance.
Key Responsibilities:
• Conduct needs-based assessments with clients
• Cultivate new business through outbound campaigns
• Support referral processes for banking products
• Develop recommendations aligned with stakeholder needs
• Ensure timely and accurate client responses
Requirements:
• 3-5 years of experience in financial planning
• Required post-secondary degree in relevant field
• Must obtain regulato...