Base: $54,000.00 - $99,600.00; bonus/equity: may i...
Onsite
3-5 years relevant experience
Post-secondary degree in related field
Proficiency in office software
The role provides support and product expertise for the financial planning business development, sales, and service delivered by wealth advisors and relationship managers
Job Summary
The role provides support and product expertise for the financial planning business development, sales, and service delivered by wealth advisors and relationship managers.
Candidates will assist in preparing new business proposals, conducting market research, and identifying prospective clients to enhance the overall client experience.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
The role provides support and product expertise for the financial planning business development, sales, and service delivered by wealth advisors and relationship managers.
Salary
Base: $54,000.00 - $99,600.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
3-5 years relevant experience
Post-secondary degree in related field
Proficiency in office software
Sales management software proficiency
Verbal and written communication skills
Collaboration and team skills
Analytical and problem solving skills
Nice-to-have
Working towards financial planning designation
Willingness to influence new opportunities
Creative problem solving abilities
Ability to work independently
Comfort exploring beyond technical expertise
Key Requirements
3-5 years of relevant experience
Post-secondary degree or equivalent combination
General knowledge of financial planning and wealth management
Preferred: Working towards financial planning designation