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 (Retail Banking Sales & Service)
Builds
Client relationships and business growth for BMO in the Downtown Vancouver market
Domain
Retail Banking / Personal Investment
Deliverable
client delivery
Required skills
Financial planning, investment strategy, business development, relationship management, regulatory compliance, data analysis
Preferred skills
Advanced knowledge of financial industry, specialized education or experience
Technologies
Guidance tools, marketing promotions, banking products
Responsibilities
Proactively engage with new and existing customers to identify 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; Respond to customer investment requests and make recommendations; Maintain current knowledge of investment products and trends.
Seniority
Mid-level (3-5 years experience)
