Drive financial success at BMO as a Market Leader in Financial Planning. Provide expert investment advice and grow customer relationships in a collaborative workplace. 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
- Strong verbal and written communication abilities
Utilize your financial expertise and relationship-building skills to thrive in a dynamic role at BMO.