Job Description
Joignez-vous à BMO – imaginez les possibilités. Êtes-vous à la recherche d’une occasion de laisser votre esprit entrepreneurial briller et de transformer votre potentiel en rendement grâce à d’excellentes possibilités de rémunération? Devenir planificateur financier de BMOMD peut vous offrir tout cela et bien plus encore. Attendez-vous à occuper un poste important et gratifiant – en aidant vos clients à atteindre leurs objectifs financiers. Vous recevrez une formation de premier ordre, du soutien et un portefeuille de clients qui vous permettront de continuer à établir des relations durables. En tant que planificateur financier de BMO, vous ferez partie d’une équipe collaborative et aurez accès à un solide réseau de soutien qui vous permettra de réaliser votre plein potentiel. Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).Supports the achievement of sales and performance targets.Develops and implements a relationship management plan to meet the needs of client.Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
Responsibilities + Skills
Education
Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.Advanced working knowledge of financial industry.Specialized knowledge from education and/or business experience.
Experience
