Drive financial success at BMO as a Market Leader in Financial Planning. Provide expert investment advice and grow customer relationships in a collaborative environment.
BMO is seeking a seasoned professional with expertise in business development to join the Retail Banking Sales & Service team. You will leverage your experience in investment strategies while guiding clients through their financial journeys. This role emphasizes cross-functional collaboration to enhance customer experience and drive sales initiatives.
Key Responsibilities:
• Provide financial planning and investment advice to clients
• Implement business development strategies for new client acquisition
• Build relationships with internal and external stakeholders
• Ensure regulatory compliance and ethical practices
• Analyze customer needs and propose managed products
Requirements:
• 7-10 years of relevant experience in financial planning
• Financial Planner licensing per provincial regulations
• Proven track record in business development
• Exceptional analytical and problem-solving skills
• Solid verbal and written communication abilities
Utilize your financial expertise and relationship-building skills to thrive in a dynamic role at BMO.
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