Market Leader - Financial Planning

BMO

South Western Ontario, Canada
Base: $81,700.00 - $152,000.00; bonus/equity: comm...
Financial and investment planning
Develop business development strategies
Customer 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.
  • Attracts, retains, and enables the career development of top talent.
  • Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.

Matching Summary

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

Salary

Base: $81,700.00 - $152,000.00; Bonus/Equity: Commission structure possible; Benefits: Health insurance, tuition reimbursement, insurance, retirement savings plans

Skills & Requirements

Must-have

  • Financial and investment planning
  • Develop business development strategies
  • Customer needs-based assessments
  • Manage employee performance
  • Risk Management Framework application

Nice-to-have

  • Foster diversity and inclusion
  • Build interdependent teams
  • Network with industry contacts

Key Requirements

  • 7-10 years relevant experience
  • Post-secondary degree or equivalent
  • Regulatory/governing body licensing
  • Expert business development experience

Work Rights

Not specified

Tailored Resume

Cover Letter