Financial Planner

BMO

Richmond, United States
Base: $45,500.00 - $84,500.00; bonus/equity: commi...
Financial and investment planning
Sales of managed products
Needs-based assessments
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 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

Base: $45,500.00 - $84,500.00; Bonus/Equity: Commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Financial and investment planning
  • Sales of managed products
  • Needs-based assessments
  • Business development strategies
  • Relationship management plan
  • Investment product needs

Nice-to-have

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

Key Requirements

  • 3-5 years of relevant experience
  • Post-secondary degree or equivalent
  • Regulatory licensing and registration requirements
  • Advanced working knowledge of financial industry

Work Rights

Not specified

Tailored Resume

Cover Letter