Shape financial futures as a Financial Planner with BMO. Utilize your expertise to guide clients through investment solutions while building an impressive portfolio.

BMO is seeking a proactive Financial Planner who excels in customer engagement and needs assessment. You will be responsible for recommending investment products and strategies while generating leads for both personal and commercial banking. This is an opportunity to foster strong client relationships and drive business growth.

Key Responsibilities: • Conduct needs-based assessments for clients • Develop strategies to acquire current business and referrals • Proactively reach out to the community for relationship building • Respond to customer investment requests effectively • Break down strategic problems with analytical skills

Requirements: • 3-5 years experience in financial planning • Relevant degree or equivalent experience required • In-depth working knowledge of the financial sector • Excellent communication and analytical skills • Ability to build relationships with key stakeholders

Leverage your financial expertise at BMO for impactful client relationships and business success. #J-18808-Ljbffr

📌 Financial Planner at BMO (Winnipeg)
🏢 BMO
📍 Winnipeg