What are the responsibilities and job description for the Personal Finance Specialist position at BMO Financial?
Your Impact
In this role, you will have the opportunity to make a lasting impact on the lives of our customers and communities. By delivering exceptional service and building strong relationships with clients, you will help them achieve their financial goals and aspirations.
Salary and Benefits
This role offers a competitive salary range of $41,715 - $49,000 per year, reflecting BMO's commitment to rewarding talent with fair compensation and benefits. Additionally, you will enjoy a comprehensive total compensation package, including performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Key Responsibilities
You will be responsible for:
Requirements
To succeed in this role, you will need:
In this role, you will have the opportunity to make a lasting impact on the lives of our customers and communities. By delivering exceptional service and building strong relationships with clients, you will help them achieve their financial goals and aspirations.
Salary and Benefits
This role offers a competitive salary range of $41,715 - $49,000 per year, reflecting BMO's commitment to rewarding talent with fair compensation and benefits. Additionally, you will enjoy a comprehensive total compensation package, including performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Key Responsibilities
You will be responsible for:
- Providing personalized advice and guidance to customers.
- Collaborating with BMO partners to identify referral opportunities and drive business growth.
- Building strong relationships with clients to understand their financial goals and objectives.
Requirements
To succeed in this role, you will need:
- A strong consultative approach to sales and customer service.
- Excellent communication and interpersonal skills.
- A passion for helping customers achieve their financial goals.
Salary : $41,715 - $49,000
