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As a Financial Planner you will increase customer loyalty and market share by meeting the investment needs of customers and by providing excellent financial planning and advice. This opportunity allows you to apply your sales skills and help customers achieve their investment and retirement goals.
You will also:
•Proactively contact BMO customers in a dedicated portfolio list to do detailed profiling of their investment needs, review of investment holdings and goals and provide investment and retirement planning.
•Expand existing BMO relationships by consolidating the investable assets of mass affluent customers to increase BMO's share of wallet
•Work collaboratively with other branch colleagues to ensure wealth management customers experience exceptional service and have their financial needs met, including referring to brokerage, online and private bank partners.
The role is supported by a full time sales coach and reports up into a managerial spine that is dedicated to investments
•Passion for financial planning and helping customers.
•Proven sales success in the financial services industry.
•Experience with investment and retirement planning.
•Demonstrated ability to build, maintain and refer internal and external relationships.
Education and Accreditation
•Canadian Securities Course (CSC).
•Must be registered to sell Mutual Funds (MFDA/AMF).
•Financial Planning Accreditations/Designations are preferred, however, we may be willing to train high potential candidates with a demonstrated track record of sales and customer service excellence
•Preferred: Certified Financial Planner (CFP) designation.
Or one of the following:
•Personal Financial Planner (PFP) designation, or
•Wealth Management Essentials (WME) + Financial Planning Supplement, or
•Professional Financial Planning Course (PFPC), or
•Financial Planning I & II (FP I & II).
•IQPF - required in Quebec only.
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