Financial Planner
Core
Provide financial and investment planning advice to help customers achieve their financial goals through the sale of managed products and services.
Role type
Financial Planner (Sales & Service)
Builds
Client relationships and BMO's business through managed product sales and referrals
Domain
Retail Banking / Personal Investment
Deliverable
product features
Required skills
Financial planning, Needs assessment, Business development, Relationship management, Regulatory compliance, Risk management
Preferred skills
Italian language, Advanced financial industry knowledge
Technologies
Guidance tools, Risk Management Framework
Responsibilities
Proactively engage customers to identify immediate and future financial opportunities, Implement business development strategies to acquire new business, Generate referrals for personal and commercial banking products, Support achievement of sales and performance targets, Develop and implement relationship management plans, Maintain current knowledge of investment products and trends
Seniority
Mid-level, independent contributor
