Financial planner
Bank Of Montreal (BMO) based in Walkerton, ON is inviting applications from suitable candidates for the position of Financial planner. Bank of Montreal (BMO) is a prominent financial institution offering comprehensive banking services including personal and commercial banking, wealth management, and investment banking. Known for its customer-centric approach and digital innovations, BMO operates extensively across North America, focusing on financial sustainability and community engagement. The candidates selected for the vacancy will be required to start the work as soon as possible.
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Job Description:
Employer Name: Bank Of Montreal (BMO)
Position: Financial planner
No of Vacancies: 3
Salary: $42300.00 – $78400.00 yearly
Employment Type: Full time
Job Family Group: Retail Banking Sales and Service
Location: Walkerton, ON
Job ID: R240009985
Requirements:
Languages: Candidates must have knowledge of the English Language
Education:Â Candidates should have completion of post secondary degree
Experience: Candidates should have 3 to 5 years experience in the relevant field
Other Requirements:
- The candidates should have an equivalent combination of education and experience and possess advanced working knowledge of the financial industry
- The candidates should have a CFP designation preferred or one of the following Personal Financial Planner (PFP) designation, Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC), Financial Planning I and II (FP I and II)
- The candidates should be licensed to sell mutual funds (excluding QC or IQPF in Quebec) through the Canadian Securities Course
- The candidates should demonstrate specialized knowledge from education and business experience
- The candidates should have in-depth verbal and written communication skills and exhibit in-depth collaboration and team skills
- The candidates should demonstrate in-depth analytical and problem-solving skills and possess in-depth influence skills
Responsibilities:
- The candidates should be able to take a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate or future opportunities
- The candidates should be able to identify opportunities during customer conversations to generate referrals for personal and commercial banking products, such as personal banking, lending, and investments and support the achievement of sales and performance targets
- The candidates should be able to develop and implement a relationship management plan to meet the needs of clients and respond to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refer the customer to partners where appropriate
- The candidates should be able to develop solutions and make recommendations based on an understanding of the business strategy and stakeholder and break down strategic problems, analyze data and information to provide insights and recommendations
- The candidates should be able to execute work to deliver timely, accurate, and efficient service and introduce clients to investment strategies, work with clients to set goals, and make real financial progress using appropriate guidance tools
- The candidates should be able to probe to understand customer personal investment and banking needs, integrating marketing promotions and programs into customer conversations to provide strategic advice and look for ways to contribute to the ongoing improvement of overall business results and customer experience delivered
- The candidates should be able to maintain current knowledge of personal investment products, practices, and trends and integrate them into customer conversations and work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives
-  The candidates should be able to build effective relationships with internal and external stakeholders and protect the Bank’s assets and comply with all regulatory, legal, and ethical requirements and focus on a business or group and implement business development strategies to acquire new business, including outbound calling campaigns and cultivating branch referrals and engage customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community
- The candidates should be able to think creatively and propose new solutions and exercise judgment to identify, diagnose, and solve problems within given rules and work mostly independently and undertake broader work or accountabilities
Benefits:
- The candidates will get health, wellness, insurance, retirement and savings plans
How to apply:
If the position is fit for you and the basic requirements are fulfilled then you can now apply directly to the employer (along with your resume) through the below-mentioned details.
We thank all the applicants for showing their interest and trust in us, however, only the most eligible candidates will be selected and conducted for further procedure directly from employers, in between no charges/fees or original documents will be asked from any applicant. All the best!