Job Description
Excel in financial advisory as a Financial Planner at BMO in Duncan, BC. Focus on investment planning while providing tailored solutions for customers' banking service needs.
This full-time role positions you as a key Financial Planner specializing in Investment & Retirement Planning. Collaborate with the branch team to support customer inquiries and efficiently handle transactions. You'll implement business development strategies while engaging proactively with both new and existing clients to meet their financial goals.
Key Responsibilities:
• Offer expert investment planning and advice to clients
• Sell managed products and services effectively
• Engage actively with new and existing customers
• Implement strategies for acquiring new business
• Support branch team with customer transactions
Requirements:
• 3-5 years of relevant financial experience
• Personal Financial Planner (PFP) designation required
• Knowledge of Canadian Securities Course for s...
This full-time role positions you as a key Financial Planner specializing in Investment & Retirement Planning. Collaborate with the branch team to support customer inquiries and efficiently handle transactions. You'll implement business development strategies while engaging proactively with both new and existing clients to meet their financial goals.
Key Responsibilities:
• Offer expert investment planning and advice to clients
• Sell managed products and services effectively
• Engage actively with new and existing customers
• Implement strategies for acquiring new business
• Support branch team with customer transactions
Requirements:
• 3-5 years of relevant financial experience
• Personal Financial Planner (PFP) designation required
• Knowledge of Canadian Securities Course for s...
Ready to Apply?
Take the next step in your AI career. Submit your application to Tobermory today.
Submit Application