BMO Nesbitt Burns 1

Richard Mills, President (ret.) of BMO Nesbitt Burns addresses an important issue this multimedia case. All of their surveys over the last five or ten years have indicated that their clients want financial planning as part of BMO Nesbitt Burns fundamental offering. So the issue is how to introduce financial planning, which is a fairly technical skill, to a group of people who are not traditionally offering this service to their clients.

Interviewee

Richard Mills

Company

Industry

Business Activity

BMO Nesbitt Burns 

Wealth Management

Financial and insurance activities

Headquarters

Toronto, Canada

Size

Large

Employees

More than 10,000

Greater than $25 million

Yearly Revenue

Public Corporation

Type of Entity

Subject

Human Resource Management

Level of Difficulty

Medium

Enhance sales force management knowledge

Teaching Objectives

Keywords

Corporate Training

* Note: The player is not currently compatible with Internet Explorer.

Casenet Media Incorporated is located in Acadia University’s Rural Innovation Centre, 4th Floor Patterson Hall, 24 University Avenue, Wolfville, Nova Scotia, B4P 2R6.