Shape the future of financial advice with BMO as a Financial Planning Advisor. This role prioritizes client financial needs, focusing on investment strategies and managed products.
BMO Financial Group is seeking experienced advisors with 7-10 years of relevant background in financial planning. Your expertise will drive sales of mutual funds and retirement plans while fostering strong client relationships. This position also emphasizes collaboration with internal teams and stakeholders to enhance customer experiences and deliver comprehensive financial solutions.
Key Responsibilities: - Provide tailored financial planning and investment advice - Conduct needs assessments to identify sales opportunities - Build diverse relationships with clients and stakeholders - Oversee implementation of business development strategies - Engage in active customer outreach and networking
Requirements: - 7-10 years of relevant experience - Post-secondary degree in related field - Must meet financial planner licensing requirements - Bilingual in French and English - Robust analytical and problem-solving skills
Leverage your expertise in financial planning and client management to make a meaningful impact at BMO.#J-18808-Ljbffr