Financial Planner
BMO US(1 month ago)
About this role
A BMO Financial Planner is a client-facing advisor within BMO Financial Group’s retail banking organization who provides financial and investment planning guidance to help customers achieve their financial goals. The role is supported by BMO’s training, support network, and total rewards programs and operates within the bank’s branch and community channels. It requires meeting provincial/territorial regulatory licensing and registration requirements.
Required Skills
- Financial Planning
- Investment Advice
- Business Development
- Relationship Management
- Sales
- Analytical Thinking
- Communication
- Collaboration
- Compliance
Qualifications
- Post-secondary Degree
- Financial Planner License/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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