Accounting & Finance

Senior Market Leader - Financial Planning & Growth

Bank of Montreal

Toronto · Ontario · Canada

Bank of Montreal in Toronto is seeking a seasoned Financial Planner to deliver tailored personal and investment guidance. You will assess client needs, propose solutions, and help customers progress toward their financial goals through managed products and personalized plans.

The role requires leading initiatives, building relationships, and collaborating with branches and partners to drive sustainable growth and exceptional client experiences.

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Reference: WJ-3875_12606643

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