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About This Role
The Financial Planner delivers financial and investment planning and advice to customers, determining their needs and providing solutions through the sales of managed products and services. This role is remote and involves working with clients to understand their financial goals. The Financial Planner also provides referrals to business partners for additional solutions. The role is part of the Retail Banking Sales & Service group at BMO.
Key ResponsibilitiesAI-extracted
- 1Determines client financial needs and provides solutions through the sales of managed products and services
- 2Provides financial and investment planning and advice to deliver solutions in the best interests of the customer
- 3Takes a lead in proactively engaging with clients to understand their financial goals
- 4Refers clients to business partners for additional solutions
RequirementsAI-extracted
- Typically: Strong knowledge of financial products and services, including mutual funds and retirement savings plans
- Typically: Excellent communication and sales skills to work with clients and business partners
- Typically: Ability to work in a remote setting and manage time effectively
- Typically: Strong analytical and problem-solving skills to determine client needs and provide solutions
Perks & BenefitsAI-extracted
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