Personal Finance Advisor helping Desjardins members and businesses choose investments, loans, and insurance. Building trusted relationships while balancing client satisfaction, profitability, and risk.
About the role
- BMO Financial Planner advising customers on investments, retirement savings, and banking products. Building relationships and growing financial services through needs-based recommendations and referrals.
Responsibilities
- Provide financial and investment planning and advice in the customer’s best interests
- Determine client needs and sell managed products and services, including mutual funds and retirement savings plans
- Refer customers to business partners for additional solutions
- Engage new and existing customers through needs-based assessments
- Implement business development strategies, outbound calling campaigns, and branch referrals
- Generate appointments and build new community relationships
- Identify referral opportunities for personal and commercial banking products
- Support sales and performance targets
- Develop and implement relationship management plans
- Respond to investment requests and recommend suitable products
- Analyze strategic problems and data to provide insights and recommendations
- Deliver timely, accurate, and efficient service
- Introduce investment strategies, set customer goals, and support financial progress
- Integrate marketing promotions and programs into customer conversations
- Contribute to improved business results and customer experience
- Maintain current knowledge of personal investment products, practices, and trends
- Work at multiple branches and through various channels based on market needs
- Build relationships with internal and external stakeholders
- Protect bank assets and comply with regulatory, legal, and ethical requirements
- Apply BMO’s Risk Management Framework and make risk-informed decisions
Requirements
- Typically 3–5 years of relevant experience
- Post-secondary degree in a related field of study, or equivalent combination of education and experience
- Must meet regulatory/governing body licensing and registration requirements for a Financial Planner in the province or territory of employment
- Advanced working knowledge of the financial industry
- Specialized knowledge from education and/or business experience
- In-depth verbal and written communication skills
- In-depth collaboration and team skills
- In-depth analytical and problem-solving skills
- In-depth influence skills
- Ability to work mostly independently
- Ability to comply with applicable policies, laws, regulations, and ethical requirements
Benefits
- Industry-leading training and support
- Portfolio of clients to build lasting relationships
- Strong support network
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
- Accommodations available on request during the selection process
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