BMO Financial Planner in Retail Banking (Alberta)

Elevate your finance career as a Financial Planner with BMO, focusing on personalized investment guidance in the retail banking sector. Join a customer-centric team that values entrepreneurial spirit and fosters client relationships. At BMO, you'll be expected to use your 3-5 years of relevant experience to assess client needs and provide tailored financial solutions. This role involves proactive engagement with clients, implementing business development strategies, and generating referrals for banking products. Your expertise will help customers achieve their financial goals while delivering exceptional service. Key Responsibilities: • Engage proactively with new and existing clients • Implement business strategies for acquiring new business • Identify opportunities for referrals during conversations • Develop and manage a relationship plan for clients • Support achievement of sales and performance targets Requirements: • 3-5 years of relevant financial experience • Regulatory licensing as a Financial Planner • Advanced knowledge of the financial industry • Robust verbal and written communication skills • In-depth analytical and problem-solving abilities Become a trusted advisor to clients at BMO and help them achieve long-term financial success. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2phtvg