Financial Planner
BMO US(24 days ago)
About this role
A BMO Financial Planner provides personalized financial and investment guidance to help customers achieve their financial goals. The role includes access to industry-leading training, support, and an existing client portfolio, and is part of a collaborative branch team. It emphasizes building long-term client relationships and delivering customer-focused financial solutions.
Required Skills
- Financial Planning
- Investment Advice
- Business Development
- Client Relations
- Sales
- Referrals
- Analysis
- Communication
- Collaboration
- Problem Solving
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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