Financial Planner

We are seeking a BMO Financial Planner who is fluent in Portuguese to provide financial and investment planning and drive sales of managed products and banking solutions. This role focuses on building client relationships, achieving performance targets, and delivering strategic advice in a collaborative team environment. Location: 900 Dufferin Street.Job Family Group: Retail Banking Sales & Service.

Responsibilities

• Provides financial and investment planning and advice to deliver a solution in the best interests of the customer.
• Determines client needs and provides solutions through the sales of managed products and services (e.g., mutual funds, retirement savings plans, and similar products).
• Provides other solutions indirectly through referrals to business partners.
• Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future o...

Ready to Apply?

Submit your application today and join our talented team at Bank of Montreal.