Job Order Detail

Description

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.

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

Qualifications
Passion for financial planning and helping customers.
Proven sales success in the financial services industry.

Education and Accreditation
Canadian Securities Course (CSC).
Must be registered to sell Mutual Funds (MFDA/AMF).
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
Financial Planning I & II (FP I & II).
IQPF - required in Quebec only.

At our company, we have been helping our customers and communities for over 195 years. Working with us means being part of a team of talented and passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.

To find out more visit our website at www.bmo.com/careers.

"BMO Financial Group is committed to an inclusive and barrier-free workplace. By embracing diversity, we gain strength through our people and our perspectives."