Financial Planner

BMO

Mississauga, Canada
$45,500.00 - $84,500.00; salaried & commission; he...
Financial and investment planning
Client needs assessment
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 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

$45,500.00 - $84,500.00; Salaried & Commission; Health insurance, tuition reimbursement, retirement savings plans

Skills & Requirements

Must-have

  • financial and investment planning
  • client needs assessment
  • business development strategies
  • relationship management plan
  • Mandarin speaking required

Nice-to-have

  • entrepreneurial spirit
  • collaborative team player
  • creative problem solving
  • proactive customer engagement

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter