Financial Planning & Investment Advisor

BMO; Rimouski; On-site; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Canada is seeking a Financial Planner to provide personalized financial planning and investment advice, aligning solutions with client goals. You will engage new and existing customers, assess needs, and recommend managed products while collaborating with partners to deliver comprehensive wealth strategies.

The role involves building relationships, meeting sales targets, and staying current with financial trends and regulatory requirements to ensure compliant,

Qualifications

• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Responsibilities

• 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 and 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.

Skills

Communication

Collaboration

Analytical thinking

Influence

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Canada is seeking a Financial Planner to provide personalized financial planning and investment advice, aligning solutions with client goals. You will engage new and existing customers, assess needs, and recommend managed products while collaborating with partners to deliver comprehensive wealth strategies.

The role involves building relationships, meeting sales targets, and staying current with financial trends and regulatory requirements to ensure compliant,