Overview
Investment Planning and Advisory Specialist Jobs in Calgary, Canada at BMO
Drive financial planning and investment advice as a proactive specialist. Focus on client needs and managed product solutions, while enhancing customer relationships and loyalty.
In this role, you will engage with new and existing clients to assess financial needs. Utilize outbound business strategies to grow opportunities and identify referrals that expand banking product offerings. Building solid relationships within the community and supporting sales targets will be crucial for success.
Key Responsibilities:
• Conduct needs-based assessments for clients
• Implement business development strategies
• Engage customers to foster loyalty
• Identify and generate referrals for banking products
• Support achievement of sales targets
Requirements:
• 3-5 years of relevant financial experience
• Regulatory licensing for financial planners
• Strong knowledge of the financial industry
• Excellent communication and collaboration skills
• Advanced analytical and problem-solving abilities
Leverage your expertise in financial planning to drive client engagement and deliver tailored investment solutions that meet diverse needs.
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Title: Investment Planning and Advisory Specialist
Company: BMO
Location: Calgary, Canada
Category:
