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. #J-18808-Ljbffr

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