- Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
- Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
- Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
- Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
- Supports the achievement of sales and performance targets.
- Develops and implements a relationship management plan to meet the needs of client.
- Responds to customer investment requests to fulfill investment product needs aligned with the customer's goals and refers the customer to partners where appropriate.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Executes work to deliver timely, accurate, and efficient service.
- Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
- Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
- Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
- May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
- Builds effective relationships with internal/external stakeholders.
- Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.
- Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- CFP designation preferred or one of the following:
- Personal Financial Planner (PFP) designation,
- Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),
- Financial Planning I & II (FP I & II).
- Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
- Advanced working knowledge of financial industry.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
-
Financial Planner
4 days ago
Scotiabank London, CanadaInvestment Specialist, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. As a dedicated entrepreneur, you understand that growing a practice is all about building long-term relationships. ...
-
Financial Planner
3 weeks ago
BMO London, Canada Full timeApplication Deadline: · 05/04/2024Address: · 270 Dundas StreetJob Family Group: · Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though ...
-
Financial Planner
5 hours ago
Fonction publique de l'Ontario London, ON, CanadaLanguage of Position(s): · 1 Temporary up to 12 months with possible extension · Do you want to contribute in building resilient and fiscally sound municipalities in Ontario? Do you possess strong financial and relationship management skills with keen political acuity? Then con ...
-
Financial Planner, Investment
4 days ago
0000050007 Royal Bank of Canada London, Canada Full timeJob Description · As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the London Market. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send ...
-
Financial Planner, Investment
4 days ago
Royal Bank of Canada LONDON, Canada Full timeJob Summary · Job Description · As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients within the London Market. Alongside your own prospecting and networking activity, you are fully supported by internal partn ...
-
Financial Planner
4 days ago
0000050007 Royal Bank of Canada St. Thomas, Canada Full timeJob Description · What is the opportunity? As an RBC Financial Planner in the St Thomas Market, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-ter ...
-
Financial Planner
4 days ago
Royal Bank of Canada> Saint-Thomas, Canada Full timeJob Summary · Job Description · What is the opportunity? · As an RBC Financial Planner in the St Thomas Market, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, cr ...
-
Financial Planner
4 days ago
0000050007 Royal Bank of Canada Tillsonburg, Canada Full timeJob Description · What is the opportunity? · As an RBC Financial Planner in the Tillsonburg Market you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long ...
-
Financial Planner
4 days ago
Royal Bank of Canada> Tillsonburg, Canada Full timeJob Summary · Job Description · What is the opportunity? · As an RBC Financial Planner in the Tillsonburg Market you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, c ...
-
Estate Planning Advisor
2 days ago
TD Bank London, Canada411666BR · Wealth Management · London, ON · June 13, 2023 · Company Overview · Department Overview · TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and ser ...
-
Associate Financial Advisor
1 week ago
Assante Wealth Management - The Andrews Group London, Canada**Position**: Associate Financial Advisor · **Company**: Assante Wealth Management/The Andrews Group · **Location**: London, Ontario · We are hiring for one of our wonderful clients in the wealth management industry. · Assante Wealth Management/The Andrews Group is a well-establi ...
-
Financial Advisor
1 week ago
Assante Wealth Management - The Andrews Group London, Canada**Position: Financial Advisor** · **Company: The Andrews Group** · **Location: London, Ontario** · Do you want to make a difference in the lives of clients providing exemplary wealth planning expertise and advice? We are expanding our team and looking for a dynamic and collaborat ...
-
Investment Specialist Associate
1 hour ago
Scotiabank London, CanadaRequisition ID: 189571 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **Investment Specialist Associate** · As a Scotiabank Investment Specialist Associate, you will be able to learn the intricacies of financial planning ...
-
Associate Wealth Advisor
1 week ago
National Bank of Canada London, CanadaA career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will ...
-
Mobile Mortgage Specialist
1 week ago
TD Bank London, Canada396305BR · Sales & Business Development · London, ON · January 18, 2023 · Company Overview · Department Overview · TD Canada Trust is TD's customer-focused personal and small business banking business. Serving more than 11 million customers nationally, TD Canada Trust provides a ...
-
Planner, Meeting and Event Management
1 hour ago
Canada Life Assurance Company London, Canada**Job Description**: · Reporting directly to the Manager, Meeting and Event Management, the Meeting and Event Planner is responsible for planning and executing events for Canada Life. Programs are business focused and generally take place in Canada or the continental USA. · **Acc ...
-
Project Controls Analyst
1 day ago
AECOM London, Canada**Company Description** Work with Us. Change the World.** · At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world' ...
-
Wealth Coordinator, Wealth Advisory Services
1 week ago
BDO London, CanadaPutting people first, every day · BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning env ...
-
Demand Planner
5 days ago
Trudell Healthcare Solutions London, CanadaAre you skilled in developing effective forecast models based on industry trends and demand patterns? · - Are you results oriented and eager to propose/implement solutions to improve a team's demand forecast accuracy? · - Do you possess excellent communication skills and are able ...
-
Coordinator, Wolf Performance Hall
1 week ago
LONDON PUBLIC LIBRARY London, CanadaLPL strengthens people and neighbourhoods by creating connections that enrich lives, inspire discovery, foster creativity, and expand possibilities. · **Join us as our new**: · **COORDINATOR, WOLF PERFORMANCE HALL & SPACE RENTAL SERVICES** · **This is a Permanent Full-Time positi ...
Financial Planner - London, Canada - BMO
Description
Application Deadline:
05/04/2024Address:
643 Commissioners Rd EastJob Family Group:
Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.
Qualifications:
Compensation and Benefits:
$42, $78,400.00Pay Type:
Salaried & CommissionThe above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit:
We're here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.