Financial Planner

BMO

Renfrew, CA
Pyy type: commission; target for first year: not s...
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.
  • Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

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

Salary

Pay Type: Commission; Target for first year: Not specified; 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
  • Investment product knowledge

Nice-to-have

  • Entrepreneurial spirit
  • Collaborative team player
  • Creative problem-solving
  • Proactive customer engagement

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter