Financial Planner
BMO US(1 month ago)
About this role
A BMO Financial Planner provides financial and investment advice to help customers achieve their financial goals, supported by industry-leading training and an assigned client portfolio. The role focuses on building and maintaining client relationships within BMO’s retail banking network while leveraging the bank’s resources to grow business. The position is branch-based and offers a compensation mix of salary and commission.
Required Skills
- Financial Planning
- Client Acquisition
- Relationship Management
- Investment Products
- Referrals
- Business Development
- Sales
- Prospecting
- Communication
- Analytical Thinking
+3 more
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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