Become BMO's Market Leader for Financial Planning, providing top-tier investment advice and solutions. Engage in relationship management to boost customer loyalty and satisfaction. BMO is in search of an experienced financial planner to enhance its Retail Banking Sales & Service.

You'll be responsible for assessing client needs and providing tailored investment strategies. This position requires an individual who thrives on collaboration and possesses a solid understanding of financial products and regulations. Key Responsibilities:

- Deliver comprehensive financial and investment planning services
- Develop and implement business development initiatives
- Facilitate client referrals to product offerings
- Capture customer insights to improve service delivery
- Maintain up-to-date knowledge of personal banking trends

Requirements:

- 7-10 years of relevant financial planning experience
- Must meet licensing requirements as a Financial Planner
- Proven success in business development strategies
- Excellent influencing and collaboration skills
- Strong ability to manage ambiguity in client needs

Grow your career at BMO by leveraging your expertise in financial planning and business development.

📌 Market Leader in Financial Planning at BMO (Toronto)
🏢 BMO
📍 Toronto