BMO
Retail Banking Sales & Service
FinancialPlanner
“Financial Planner at BMO. Skills: Financial planning, Sales, Customer service. Provide financial and investment planning and advice. Determine client needs and provide solutions”
What You'll Achieve.
Achieve sales and performance targets; Grow loyalty; Identify immediate/future opportunities; Acquire new business; Achieve full potential; Make real financial progress
Industry & Context.
Analytical and problem solving skills - In-depth
What They're Looking For.
Must Have
Post-secondary degree in related field of study or an equivalent combination of education and experience, Meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment
What You'll Do.
Provide financial and investment planning and advice
Determine client needs and provide solutions
Proactively engage with new and existing customers
Implement business development strategies
Engage customers to grow BMO’s business
Identify opportunities to generate referrals
Support the achievement of sales and performance targets
Develop and implement a relationship management plan
Respond to customer investment requests
Develop solutions and make recommendations
Break down strategic problems
Analyze data and information
Execute work to deliver timely
and efficient service
Introduce clients to investment strategies
Probe to understand customer needs
Integrate marketing promotions and programs
Contribute to ongoing improvement of business results
Maintain current knowledge of personal investment products
Deliver desired customer experience
Build effective relationships with stakeholders
Protect the Bank's assets
Comply with all regulatory
and ethical requirements
Think creatively and propose new solutions
Exercise judgment to identify
How You'll Work.
Team & Collaboration
Part of a collaborative team; Access to a support network; Build effective relationships with internal/external stakeholders
Communication Scope
Verbal & written communication skills - In-depth
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