Financial Planner

1 month ago


Brampton, Canada BMO Full time
Application Deadline:

06/22/2024

Address:
20 Brisdale Drive

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). Provides other solutions indirectly through referrals to business partners.

  • 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.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • 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.
  • Builds effective relationships with internal/external stakeholders.
  • Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:
  • 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.
  • 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 financial industry.
  • Specialized knowledge from education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
Grade:
5
Job Category:
Individual Contributor / Collaborateur
We're here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

  • Brampton, Canada BMO Financial Group Full time

    52 Peel Centre Drive Brampton Ontario,L6T 0E2 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). Provides other solutions...


  • Brampton, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: PFP Certified Financial Planner - Toronto East &...


  • Brampton, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: PFP Certified Financial Planner - Toronto East &...


  • Brampton, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Title: PFP Certified Financial Planner - Toronto East &...

  • Maintenance Planner

    2 weeks ago


    Brampton, Canada O-I Full time

    **Company Description** Who we are**: Remember the last time you opened a bottle of champagne? A cold beer after a hard day’s work or a bottle of sparkling mineral water to quench your thirst? Well, it was probably made by us. We are O-I and we love that we make more glass containers than anyone in the world. O-I has more than a century of experience...

  • Demand Planner

    3 weeks ago


    Brampton, Canada Novolex Full time

    **Why Choose Us?** Novolex® is a leader in packaging innovation, choice and sustainability. We manufacture products in paper, plastic and sustainable materials for the food, retail, health and industrial markets. **Our Sustainability Commitment** The Novolex sustainability vision is built upon three pillars: our products, our operations and our people....


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

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Investment and Retirement Planner, you create custom investment solutions for prospective and existing RBC clients. Alongside your own prospecting and networking activity, you are fully supported by internal partners who send client referrals your way. Your creativity, motivation, and drive for new...


  • Brampton, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189536 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice...


  • Brampton, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189536 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice...


  • Brampton, Canada Scotiabank Full time

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 189536 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As an Investment Specialist, you will focus on developing and deepening client relationships by providing high quality advice...

  • Demand Planner

    1 month ago


    Brampton, Ontario, Canada Novolex Full time

    Why Choose Us? Novolex is a leader in packaging innovation, choice and sustainability. We manufacture products in paper, plastic and sustainable materials for the food, retail, health and industrial markets. Our Sustainability Commitment The Novolex sustainability vision is built upon three pillars: our products, our operations and our people. Each is...

  • Demand Planner

    4 weeks ago


    Brampton, Ontario, Canada Novolex Full time

    Why Choose Us? Novolex is a leader in packaging innovation, choice and sustainability. We manufacture products in paper, plastic and sustainable materials for the food, retail, health and industrial markets. Our Sustainability Commitment The Novolex sustainability vision is built upon three pillars: our products, our operations and our people. Each is...

  • Demand Planner

    2 weeks ago


    Brampton, Ontario, Canada Novolex Full time

    Why Choose Us?Novolex is a leader in packaging innovation, choice and sustainability. We manufacture products in paper, plastic and sustainable materials for the food, retail, health and industrial markets.Our Sustainability CommitmentThe Novolex sustainability vision is built upon three pillars: our products, our operations and our people. Each is...

  • Demand Planner

    2 weeks ago


    Brampton, Canada Newell Brands Full time

    **Position Title**:Demand Planner **Location**: Brampton, Ontario **Reports to**: Sr. Manager, Demand Planning **Position Overview** **Key responsibilities**: - Responsible for maintaining and overseeing the demand plan for key accounts - Develop and maintain a by-customer, by item demand plan using POS Analysis, statistical tools, intelligence gathering...

  • Supply Planner

    3 weeks ago


    Brampton, Canada Novolex Full time

    **Why Choose Us?** Novolex® is a leader in packaging innovation, choice and sustainability. We manufacture products in paper, plastic and sustainable materials for the food, retail, health and industrial markets. **Our Sustainability Commitment** The Novolex sustainability vision is built upon three pillars: our products, our operations and our people....


  • Brampton, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Brampton, Canada Top Diamond Wedding Planner Inc Full time

    Education: College/CEGEPExperience: 2 years to less than 3 yearsTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsCo-ordinate the work of regions, divisions or departmentsEstablish objectives for the...


  • Brampton, Canada Top Diamond Wedding Planner Inc Full time

    Education: College/CEGEPExperience: 2 years to less than 3 yearsTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsCo-ordinate the work of regions, divisions or departmentsEstablish objectives for the...


  • Brampton, Ontario, Canada Top Diamond Wedding Planner Inc Full time

    OverviewLanguagesEnglishEducationCollege/CEGEP Experience2 years to less than 3 years ResponsibilitiesTasks Allocate material, human and financial resources to implement organizational policies and programs Authorize and organize the establishment of major departments and associated senior staff positions Co-ordinate the work of regions, divisions or...


  • Brampton, Canada Top Diamond Wedding Planner Inc Full time

    Education: Expérience: EducationCollege/CEGEPTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsCo-ordinate the work of regions, divisions or departmentsEstablish objectives for the organization and formulate...