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Financial Planner - Vancouver (Chinatown), BC ---

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Price : Please contact
Date listed : 2009-Jan-22
At BMO Financial Group, we believe in our people, and we provide them with a positive environment in which they can reach their full potential. As one of North America\'s highly diversified financial services providers, we are always looking for new and exciting ways to serve our clients. It is a dynamic work environment that makes good business sense.

Exceed clients\' expectations by providing exceptional wealth management solutions using personalized, advisory based sales techniques. This dynamic, proactive role is focused on the mass market. FP/IFS seek out opportunities to increase market share through direct sales opportunities of Term, BMO Mutual Funds/3rd party funds or by engaging Nesbitt Burns, Harris Private Banking, or Investorline. Success is built on the detailed profiling of clients\' wealth management needs, including the provision investment and retirement planning. FP/IFS work in a bank branch environment building a referral networks and working the branch books for business opportunities. The role is supported by a full time sales coach and attractive production component.
Natural preference for the investment sales side of the business. A desire to sell, supported by a proven sales track record in previous positions. Strong interpersonal and communication skills, self-motivated and driven to excel. Possess CSC and FP designation (ie: PFP, PFPC, CFP or WME)

Working Conditions: Variable Compensation - Base salary, monthly personal production bonus (high proportion of total) & annual team bonus.

BMO Financial Group thanks all applicants. We advise only those who qualify for an interview will be contacted.

At BMO Financial Group, we are committed to diversity and equitable opportunity for all individuals.

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