Financial Planner

BMO

Kingston, CA
Base: not specified; bonus/equity: commission stru...
Financial and investment planning
Needs-based assessments
Business development strategies
Provides financial and investment planning and advice to deliver a solution in the best interests of the customer

Job Summary

  • Provides financial and investment planning and advice to deliver a solution in the best interests of the customer.
  • Develops and implements a relationship management plan to meet the needs of client.
  • BMO is committed to an inclusive, equitable and accessible workplace.

Matching Summary

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer.

Salary

Base: Not specified; Bonus/Equity: Commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Financial and investment planning
  • Needs-based assessments
  • Business development strategies
  • Relationship management plan
  • Customer investment requests
  • Analyze data and information

Nice-to-have

  • Proactively engaging customers
  • Cultivating branch referrals
  • Creative problem solving
  • Contribute to business improvement

Key Requirements

  • 3-5 years relevant experience
  • Post-secondary degree
  • Regulatory/governing body licensing
  • Advanced working knowledge of financial industry

Work Rights

Not specified

Tailored Resume

Cover Letter