Financial Planner
BMO US(10 days ago)
About this role
This role involves providing financial and investment advice to clients, identifying their needs, and offering appropriate solutions to help them achieve their financial goals. It requires proactive client engagement and collaboration with partners to deliver tailored financial services. The position emphasizes building strong customer relationships and supporting business growth within a banking environment.
Required Skills
- Financial Planning
- Investment Advice
- Client Engagement
- Sales Strategies
- Banking Products
- Customer Service
- Relationship Management
- Financial Industry
- Communication Skills
- Analytical Skills
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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