Financial Planner

BMO

Hanover, Canada
Pyy type: commission; base: not specified; bonus/e...
Financial and investment planning
Client needs assessment
Business development strategies
As a BMO Financial Planner, you will help customers achieve their financial goals and be provided with industry-leading training and support

Job Summary

  • As a BMO Financial Planner, you will help customers achieve their financial goals and be provided with industry-leading training and support.
  • You will determine client needs, provide solutions through sales of managed products and services, and identify opportunities for referrals to business partners.
  • BMO offers a collaborative team environment, access to a strong support network, and opportunities to grow loyalty and identify immediate/future opportunities with customers.

Matching Summary

As a BMO Financial Planner, you will help customers achieve their financial goals and be provided with industry-leading training and support.

Salary

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

Skills & Requirements

Must-have

  • Financial and investment planning
  • Client needs assessment
  • Business development strategies
  • Relationship management plan
  • Investment product knowledge

Nice-to-have

  • Entrepreneurial spirit
  • Collaborative team environment
  • Creative problem solving
  • Proactive customer engagement

Key Requirements

  • 3-5 years 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