Financial Planner
BMO US(1 month ago)
About this role
A BMO Financial Planner is a client-facing advisor within the Retail Banking Sales & Service group who provides personalized financial and investment guidance to help customers work toward their financial goals. The role includes access to industry-leading training, a support network, and a client portfolio, with compensation that may include salary and commission.
Required Skills
- Financial Planning
- Investment Advice
- Business Development
- Client Engagement
- Relationship Management
- Sales Targets
- Data Analysis
- Communication
- Compliance
- Referrals
Qualifications
- Post-Secondary Degree
- Financial Planner Registration
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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