Data editor creating personal finance journalism for The Globe and Mail. Analyzing data and building tools for consumer - focused stories across digital platforms.
About the role
- Financial Planner advising BMO customers on investments, retirement savings, and banking solutions. Building relationships, generating referrals, and delivering needs-based financial guidance.
Responsibilities
- Provide financial and investment planning and advice in the customer’s best interests
- Determine client needs and provide solutions through sales of managed products and services
- Provide indirect solutions through referrals to business partners
- Engage new and existing customers and prospects through needs-based assessments
- Implement business development strategies, including outbound calling campaigns and cultivating 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 customer investment requests and recommend aligned investment products
- Develop solutions and recommendations based on business strategy and stakeholder needs
- Analyze data and information to provide insights and recommendations
- Deliver timely, accurate, and efficient service
- Introduce clients to investment strategies, set goals, and support financial progress
- Integrate marketing promotions and programs into customer conversations
- Improve 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
- Think creatively, solve problems, and work mostly independently
Requirements
- Typically 3–5 years of relevant experience
- Post-secondary degree in a related field of study or an equivalent combination of education and experience
- Must meet the regulatory/governing body licensing and registration requirements of 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
Benefits
- Commission-based compensation
- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
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