Financial Planner
BMO US(1 month ago)
About this role
A BMO Financial Planner provides financial and investment planning guidance to help customers achieve their financial goals. The role is client-facing, supported by industry-leading training and a portfolio of clients, and is part of a collaborative retail banking team.
Required Skills
- Financial Planning
- Client Engagement
- Business Development
- Sales
- Relationship Management
- Investment Products
- Communication
- Analytical Thinking
- Problem Solving
- Compliance
Qualifications
- Post-Secondary Degree
- Financial Planner Licensing / 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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