Role Overview
The Market Leader – Financial Planning will provide financial and investment planning and advice to deliver a solution in the best interests of the customer. They will determine client needs and provide solutions through the sales of managed products and services. They will also foster a culture aligned to BMO’s purpose, values, and strategy.
What You Will Do
The Market Leader – Financial Planning will build interdependent teams, attract and retain top talent, improve team performance, and develop internal and external networks to grow business. They will also oversee the implementation and delivery of business development strategies and sales initiatives.
Why It Might Be a Fit
The ideal candidate will have 7-10 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience. They will be an expert in business development, have a successful track record, and possess strong analytical and problem-solving skills.
Requirements
- Typically between 7-10 years of relevant experience
- Post-secondary degree in related field of study or an equivalent combination of education and experience
- Expert business development experience with successful track record
- Seasoned professional with a combination of education, experience, and industry knowledge
- Verbal & written communication skills – In-depth / Expert
- Analytical and problem solving skills – In-depth / Expert
- Influence skills – In-depth / Expert
- Collaboration & team skills; with a focus on cross-group collaboration – In-depth / Expert
- Able to manage ambiguity
- Data driven decision making – In-depth / Expert
Benefits
- Performance-based incentives
- Discretionary bonuses
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
To apply for this job please visit bmo.wd3.myworkdayjobs.com.
Follow us on social media