Job Description
Become a pivotal force in financial planning with BMO as an Investment Specialist. Leverage your knowledge to provide tailored investment strategies and solutions to clients and grow local relationships.
At BMO, you will engage with new and existing clients, conducting needs-based assessments to deliver exceptional financial advice. Your responsibilities include selling managed products, referring potential clients to business partners, and supporting branch sales initiatives through proactive outreach. Additionally, you'll learn the role of a Financial Planner, aiming for accreditation within 12-24 months.
Key Responsibilities:
• Provide financial planning and investment advice to clients
• Proactively engage customers for needs assessments
• Execute outbound campaigns to generate new business
• Identify opportunities for referrals across banking products
• Support transactions for team members to achieve results
Requirements:
• 2-3 years of relevant experie...
At BMO, you will engage with new and existing clients, conducting needs-based assessments to deliver exceptional financial advice. Your responsibilities include selling managed products, referring potential clients to business partners, and supporting branch sales initiatives through proactive outreach. Additionally, you'll learn the role of a Financial Planner, aiming for accreditation within 12-24 months.
Key Responsibilities:
• Provide financial planning and investment advice to clients
• Proactively engage customers for needs assessments
• Execute outbound campaigns to generate new business
• Identify opportunities for referrals across banking products
• Support transactions for team members to achieve results
Requirements:
• 2-3 years of relevant experie...