Financial Planning Specialist

6 days ago

Fort McMurray, Canada BMO Full time
Job Summary

We are seeking a skilled Financial Planner to join our team at BMO. As a Financial Planner, you will be responsible for providing financial and investment planning advice to our customers, helping them achieve their financial goals.

Key Responsibilities
  • Conduct needs-based assessments to identify opportunities for growth and develop solutions to meet customer needs.
  • Implement business development strategies to acquire new business and grow existing relationships.
  • Engage with customers to understand their financial goals and provide tailored advice and solutions.
  • Develop and implement relationship management plans to meet customer needs and exceed expectations.
  • Stay up-to-date with industry trends and developments to provide expert advice and guidance to customers.
Requirements
  • Typically 3-5 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • CFP designation preferred or one of the following: Personal Financial Planner (PFP) designation, 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 the financial industry.
  • Specialized knowledge from education and/or business experience.
  • Verbal and written communication skills - In-depth.
  • Collaboration and team skills - In-depth.
  • Analytical and problem-solving skills - In-depth.
  • Influence skills - In-depth.
What We Offer

BMO offers a competitive salary and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We also offer opportunities for professional development and growth within the company.

We are committed to creating a diverse and inclusive workplace where everyone feels valued and respected. We strive to help our employees grow and make an impact, both personally and professionally.

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