- 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:
- 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.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
- 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
1 day ago
Desjardins Financial Security Independent Network - Markham #293 Markham, CanadaFinancial Planner Due to our exceptional growth, we are looking for individuals to join our success story as Financial Advisors in Markham, Ontario. · The Profession · The role of a financial services advisor involves meeting with people to put a plan in place with risk/reward ap ...
-
Financial Planner
1 day ago
BMO Markham, CanadaApplication Deadline: · 05/21/2024 · Address: · 710 Markland Street · Provides 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 servic ...
-
Financial Planner
4 days ago
BMO Markham, Canada Full timeApplication Deadline: · 05/21/2024 Address: · 710 Markland Street Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions t ...
-
Financial Planner
3 days ago
BMO Markham, Canada Full timeApplication Deadline: · 05/21/2024Address: · 710 Markland 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 thou ...
-
Financial Planner
3 weeks ago
BMO Markham, Canada Full timeApplication Deadline: · 06/15/2024Address: · 1661 Denison 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 thou ...
-
Virtual Financial Planner
5 days ago
Royal Bank of Canada Markham, ON, Canada Full timeAs a financing specialist, focused on deepening credit skills, supporting a high performing commercial banking team with portfolio management and compliance support you will contribute to an exceptional client experience by providing superior business, financial and credit advice ...
-
Financial Planner
4 weeks ago
BMO Richmond Hill, Canada Full timeApplication Deadline: · 05/07/2024Address: · 9350 Yonge 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 ...
-
0000050007 Royal Bank of Canada Markham, Canada Full timeJob Description · What is the opportunity? As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported ...
-
Royal Bank of Canada MARKHAM, Canada Full timeJob Summary · Job Description · What is the opportunity? · As an RBC Investment and Retirement Planner, you develop relationships with and create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are ...
-
Financial Planner
6 days ago
Bank of Montreal Ajax, ON, CanadaProvides 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). ...
-
Financial Planner
1 day ago
BMO Ajax, Canada Full timeApplication Deadline: · 06/15/2024 Address: · 180 Kingston Rd E, Unit B1 Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solu ...
-
Financial Planner
1 week ago
Options Consulting Solutions Mississauga, CanadaAbout the job · Financial Planners · Financial Services Industry · Peel Region, On · Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial serv ...
-
Financial Planner
5 days ago
Aviso Wealth Inc Ontario, CanadaYou're invited to make a difference... as a Financial Planner in Aylmer · At Kindred Credit Union, you will be part of cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities. · In this role you will come alongside ...
-
Financial Planner
2 days ago
BMO Ajax, CanadaApplication Deadline: · 06/15/2024 · Address: · 180 Kingston Rd E, Unit B1 · Provides 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 ...
-
Financial Planner
1 week ago
Scotiabank Toronto, CanadaAs a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment ...
-
Financial Planner
3 weeks ago
BMO Ajax, Canada Full timeApplication Deadline: · 06/15/2024Address: · 180 Kingston Rd E, Unit B1Job 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 solutio ...
-
Financial Planner
1 week ago
Bank of Montreal Toronto, ON, CanadaProvides 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). ...
-
Financial Planner
6 days ago
Scotiabank Toronto, CanadaAs a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment ...
-
Financial Planner
1 week ago
BMO Aurora, Canada Full timeApplication Deadline: · 05/07/2024 Address: · 668 Wellington St East, Unit C Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides ...
-
Financial Planner
1 week ago
BMO Aurora, CanadaApplication Deadline: · 05/07/2024 · Address: · 668 Wellington St East, Unit C · Provides 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 ...
Financial Planner - Markham, ON, Canada - Bank of Montreal
Description
Provides 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:
Application Deadline:
05/21/2024Address:
710 Markland 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 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:
$44, $82,500.00Pay 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.
BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.
Who we are
We're proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.
#J-18808-Ljbffr