Financial Planner
BMO has announced a notification in which they’re inviting candidates for the post of Financial Planner. Candidates must give their excellent effort and acquire a clear comprehension of their tasks and responsibilities. They will provide financial and investment planning and advice to deliver a solution in the best interests of the customer. They will determine client needs and provides solutions though the sales of managed products and services. They will provide other solutions indirectly through referrals to business partners.
Employer Name: BMO
Position: Financial Planner
Salary: $57,910/ year
Employment Type: Full time
Location: Prince George, BC V2M 5S5, Canada
Also hiring: Feedlot worker
Hiring: Financial Planner
Job description
- Candidates will implements business development strategies to acquire new business.
- They will identify opportunities during customer conversations to generate referrals for personal and commercial banking products.
- They will support the achievement of sales and performance targets.
- They will exercise judgment to identify, diagnose, and solve problems within given rules.
- They will work mostly independently.
Job requirement
- Candidates must have typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- They should possess advanced working knowledge of financial industry.
- They ought to have specialized knowledge from education and/or business experience.
Work setting
- Candidates need to have an ability to develop and implement a relationship management plan to meet the needs of client.
- They should possess the capability to determine client needs and provides solutions though the sales of managed products and services.
- They must possess the capability to develop solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Benefits
- Flexible work arrangements will be provided to the candidate, ensuring work-life balance.
- They will also have 24/7 access to employee and family assistance programs, along with a defined benefit pension plan, maternity.
- They will obtain parental leave top-up benefits, including for adoptive parents.
- They will receive comprehensive Health and Dental Plans and Life and Disability insurance.
How to apply
Candidates who are eligible and interested in the Financial Planner position are strongly encouraged to swiftly complete their registration by clicking the provided link, ensuring the inclusion of accurate information.