Financial Planner

BMO

Yorkton, Canada
Pyy type: commission; base: not specified; bonus/e...
Financial and investment planning
Client needs assessment
Business development strategies
BMO Financial Planner offers a rewarding role helping customers achieve their financial goals with industry-leading training and support

Job Summary

  • BMO Financial Planner offers a rewarding role helping customers achieve their financial goals with industry-leading training and support.
  • Responsibilities include providing financial and investment advice, determining client needs, and implementing business development strategies to acquire new business.
  • The role involves building lasting relationships, identifying opportunities for referrals, and supporting sales targets within a collaborative team.

Matching Summary

BMO Financial Planner offers a rewarding role helping customers achieve their financial goals 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
  • Community engagement

Key Requirements

  • 3-5 years relevant experience
  • Post-secondary degree in related field
  • Regulatory/governing body licensing
  • Advanced financial industry knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter