Senior Financial Planning Market Leader

Lead financial planning and investment advice at BMO, using business development and relationship management expertise to serve customers. Work across branches and channels as market needs require.This Market Leader role provides solutions through managed products, including mutual funds and retirement savings plans. You will guide personal investment conversations, develop sales initiatives, and create referrals for banking, lending, and investment products. The role also leads teams, performance, and operational execution.Key Responsibilities:
Provide financial and investment planning advice based on customer needsOversee business development strategies and sales initiativesLead customer engagement, appointments, relationships, and referralsCoach employees and manage team performanceMonitor execution, resolve issues, and address performance concernsRequirements:
Seven to ten years of relevant experience typicallyPost-secondary degree or equivalent education and experienceFinancial Planner licensing and registration requirements metExpert business development, communication, and analytical skillsExpert influence, collaboration, and data-driven decision-making skillsBring financial planning, investment advice, business development, and leadership expertise to BMO’s customer-focused market strategy.
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