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 current 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 • Strong verbal and written communication abilities
Utilize your financial expertise and relationship-building skills to thrive in a dynamic role at BMO. #J-18808-Ljbffr