Financial planner
Bank Of Montreal (BMO) based in Port Alberni, BC is inviting applications from suitable candidates for the position of Financial planner. Bank of Montreal (BMO) is a prominent North American financial institution dedicated to serving personal, commercial, and institutional clients. It offers a wide range of financial products, including personal banking, investment solutions, and wealth management services. BMO emphasizes innovation and customer experience, utilizing advanced technology to enhance service delivery. The bank actively supports economic growth and community development. BMO maintains a significant presence in the financial market. 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: Port Alberni, BC
Job ID: R240012641
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 typically have between relevant experience and in a related field of study or an equivalent combination of education and experience
- 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) and Financial Planning I and II (FP I and II)
- The candidates should possess the Canadian Securities Course and be licensed to sell mutual funds (excluding QC or IQPF in Quebec)
- The candidates should have advanced working knowledge of the financial industry and demonstrate specialized knowledge from education and business experience
- The candidates should possess 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 implement business development strategies to acquire new business through 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 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 and and implement a relationship management plan to meet the needs of clients
- The candidates should be able to respond to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refer the customer to partners where appropriate and develop solutions and make recommendations based on an understanding of the business strategy and stakeholder
- The candidates should be able to break down strategic problems and analyze data and information to provide insights and recommendations and execute work to deliver timely, accurate, and efficient service and introduce clients to investment strategies and 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 and integrate 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 the customer experience delivered
- The candidates should be able to maintain current knowledge of personal investment products, practices, and trends and integrate this knowledge into customer conversations
- The candidates should be able to 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
- 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 handle broader work or accountabilities as assigned
Benefits:
- The candidates will get health insurance, tuition reimbursement, accident and life insurance, and retirement 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!