Financial Planner
Core
Provide financial and investment planning and 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
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial planning, Needs-based assessment, Business development, Relationship management, Investment strategy, Regulatory compliance
Preferred skills
Advanced financial industry knowledge, Data analysis, Creative problem solving
Technologies
Guidance tools, Risk Management Framework
Responsibilities
Proactively engage customers to identify opportunities, Implement business development strategies, Generate referrals for banking products, Support sales and performance targets, Develop relationship management plans, Maintain knowledge of investment products and trends
Seniority
Mid-level, independent contributor
