Financial Planning

1 week ago


Toronto, Ontario, Canada Bank of Montreal Full time
Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products).

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 opportunities.

Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
Supports the achievement of sales and performance targets.
Develops and implements a relationship management plan to meet the needs of client.

Responds to customer investment requests to fulfill investment product needs aligned with the customer's goals and refers the customer to partners where appropriate.

Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Executes work to deliver timely, accurate, and efficient service.

Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.

Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.

Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.

May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.

Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.

Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
Advanced working knowledge of financial industry.
1500 Royal York Road, Unit 28

Job Family Group:

Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer.

Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products).

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 opportunities.

Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
Supports the achievement of sales and performance targets.

Responds to customer investment requests to fulfill investment product needs aligned with the customer's goals and refers the customer to partners where appropriate.

Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.

Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.

Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.

May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.

Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.

Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),
Financial Planning I & II (FP I & II).
Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
Advanced working knowledge of financial industry.
Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We're here to help
It calls on us to create lasting, positive change for our customers, our communities and our people. We strive to help you make an impact from day one – for yourself and our customers.

We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

Accommodations are available on request for candidates taking part in all aspects of the selection process.

A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.

Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.

More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.

As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.

#

  • Toronto, Ontario, Canada Society for College and University Planning Full time

    Vice-President, Finance and Administration York University York is proud of the unparalleled vibrant diversity of our student population, which mirrors that of the Greater Toronto Area and includes students from across Canada and around the world. We are a community of over 60,000 faculty, staff and students, and over 325,000 alumni worldwide, all building...


  • Toronto, Ontario, Canada BMO Financial Group Full time

    1901 Eglinton Avenue West Toronto Ontario,M6E 2J5Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions...


  • Toronto, Ontario, Canada Foresters Financial Full time

    Job DescriptionKey ResponsibilitiesCoordinate expense budgeting, forecasting and presentation of analysis.Expense reporting and analysis to support management of direct and fully allocated expenses and expense overruns.Support the preparation of the annual expense study.Prepare Sales planning models to support the NA Sales team and the calculation of sales...

  • Financial Planning

    1 week ago


    Toronto, Ontario, Canada Lannick Full time $90,000 - $95,000

    Our client is a services company in the real estate sector. They are currently looking for a Senior Financial Analyst, Financial Planning & Strategy to join their team Benefit from flexible working arrangements. Financial Planning and Forecasting Develop and maintain financial models to forecast revenue, expenses, and cash flows. Collaborate with the...

  • Financial Planning

    1 week ago


    Toronto, Ontario, Canada Clarity Recruitment Full time

    Reporting to the Senior Manager of Financial Planning and Analysis, the Senior Financial Analyst – FP&A is integral to managing financial activities, providing insights, and partnering with department heads and leadership. Join a leading manufacturing company on its growth journey and apply now Handle budgeting and forecasting for all general and...

  • Financial Planning

    1 week ago


    Toronto, Ontario, Canada Grand Touring Automobiles Full time

    Full-Time | Accounting | Toronto, ON | Apr 2, 2024 Reporting to the Controller, the Financial Analyst is involved in a full range of duties relating to financial reporting and budgeting for multiple dealerships across the organization. The Financial Analyst will support the entire Finance Department to ensure that work is properly allocated and completed in...

  • Financial Planning

    1 week ago


    Toronto, Ontario, Canada HomeEquity Bank Full time

    WHO WE AREHomeEquity Bank is a Schedule 1 Canadian chartered bank and the leading national provider of reverse mortgages, with a growing portfolio. As the only bank solely dedicated to serving homeowners 55 and up, we're passionate about helping Canadian homeowners live retirement on their terms. We live that commitment every day, with a range of reverse...

  • Financial Planning

    1 week ago


    Toronto, Ontario, Canada Cyderes Full time

    Cyderes (Cyber Defense and Response) is a pure-play, full life-cycle cybersecurity services provider with award-winning managed security services, identity and access management, and professional services designed to manage the cybersecurity risks of enterprise clients. We specialize in multi-technology, complex environments with the in speed and agility...

  • Financial Planning

    1 week ago


    Toronto, Ontario, Canada Canadian Tire Corporation Full time

    Senior Financial Analyst, Investment Decisions What you'll do Reporting to the Manager, Investment Decisions, the Senior Financial Analyst role supports driving profitability and prudent financial decisions for the Canadian Tire Retail (CTR) segment. If you're curious, ready to take on new challenges and open to doing things differently to help us evolve...

  • Financial Planning

    1 week ago


    Toronto, Ontario, Canada TD Bank Full time

    TD DescriptionStay current and competitive. Carve out a career for yourself. Grow with us.Department OverviewTD Wealth takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients.Financial Planning team understands that helping clients set and achieve...

  • Financial Planning

    1 week ago


    Toronto, Ontario, Canada Labatt Breweries Canada Full time

    Dreaming big is in our DNA. It's who we are as a company. It's our culture. It's our heritage. And more than ever, it's our future. A future where we're always looking forward. Always serving up new ways to meet life's moments. A future where we keep dreaming bigger. We look for people with passion, talent, and curiosity, and provide them with the teammates,...


  • Toronto, Ontario, Canada Manpower Canada Full time $168,477 - $210,646

    Manpower is proud to announce their partnership with the Toronto Transit Commission (TTC) in facilitating the search for their next Head of Financial Planning & Analysis - Capital ( VP level ). As the Head of Financial Planning & Analysis (FP&A) - Capital, you will be a key member of the Finance leadership team. You will lead a sizable team to ensure fiscal...


  • Toronto, Ontario, Canada City of Toronto Full time

    Career Opportunities: Head, Operating Financial Planning and Analysis (9596) Requisition ID 9596- Posted - Financial Planning & Analysis-Operating H&S - Financial Planning & Analysis Oper Job Opportunity Financial Planning & Analysis-Operating H&S - Financial Planning & Analysis Oper Weekly Hours: 35, Off Days: Saturday and Sunday Shift: Day Since 2022,...


  • Toronto, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral part of the Wealth Management Services team, the Financial Planning Analyst focuses on providing clients with comprehensive financial planning solutions. This involves acting as the primary financial planner in our centralized service as well as in a partnership role with the Financial Planning...

  • Financial Planning

    1 week ago


    Toronto, Ontario, Canada OneSpan Full time

    The future of work is flexible, and so is OneSpan. Our teams have proven that they are able to achieve their goals together while being apart throughout the global pandemic, and we are embracing work flexibility. Many positions and locations will provide you with the choice of in office work, distributed or hybrid. We collaborate with each employee to...


  • Toronto, Ontario, Canada RFA Full time

    Director, Financial Planning & Analysis (14 month contract) - RFA Bank of Canada RFA's residential mortgage lending business is operated by RFA Mortgage Corporation and RFA Bank of Canada, a federally regulated Schedule I Bank. RFA Mortgage Corporation specializes in Prime lending (Insured, Insurable, Uninsurable), while RFA Bank of Canada is a balance...


  • Toronto, Ontario, Canada Chad Management Group Full time

    Corporate Office in Cambridge, ON. We are Canada's fastest growing digital and retail consumer finance organizations. We have funded over 1 Billion dollars of unsecured personal loans, and other credit-related products, in-store, online and by phone. To support our growth plans they are seeking a well-rounded professional to strengthen, develop and lead...

  • Financial Analyst

    1 week ago


    Toronto, Ontario, Canada Foresters Financial Full time

    Job DescriptionKey responsibilities/accountabilitiesFoster strong relationships with business partners and conduct financial analysis on an ongoing basis to help identify and provide actionable performance metrics, unit costing, regular management information, and business plans related to new and proposed changes.Assist in developing the sales planning and...


  • Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an integral member of the RBC Family Office Services team, your role as a Financial Planning Specialist is to work with our advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management. As a valued partner, you will also assist with business...


  • Toronto, Ontario, Canada Independent Electricity System Operator (IESO) Full time

    INDEPENDENT ELECTRICITY SYSTEM OPERATOR (IESO) Requisition ID: Location: Toronto Status: Temporary Business Unit: Corporate Services Why join us? You've got great skills. And you want to use them in an organization where you know what you do every day matters. We get that. We also know that ensuring Ontarians have access to affordable and...