Vice President, Financial Planning Strategy

Join BMO as Regional Vice President to lead financial planning initiatives. Spearhead a sales team focused on growing market share and ensuring outstanding client satisfaction. As the Vice President, you will guide a strategic Financial Planning team and execute BMO’s sales initiatives within your designated region. With an emphasis on improving customer experience, you’ll work collaboratively with both internal and external partners to optimize performance and implement business strategies. Your role will also include market assessment and competitive analysis. Key Responsibilities: • Execute P&BB Investment Sales Strategy effectively • Address internal and external issues impacting goals • Optimize team resources and investment sales initiatives • Lead change initiatives supporting strategic objectives • Foster relationships within the community and industry Requirements: • Bachelor’s degree required • 5+ years of proven sales leadership experience • Strong knowledge of investment products and services • Strategic relationship management abilities • Competence in risk management and problem solving Lead BMO's investment sales effort, enhancing client interactions and market growth. #J-18808-Ljbffr

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