Financial Planner

3 weeks ago

Mississauga, Ontario, Canada BMO Financial Full time

Application Deadline:

03/30/2025

Address:

40 Bristol Road East

Job Family Group:

Retail Banking Sales & Service

Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve their financial goals. You will be provided with industry-leading training, support as well as a portfolio of clients that you can continue to build lasting relationships. As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential.

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.
  • Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
  • 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.

Starting salary is $55,000 plus upward commission potential

Salary:

$44,500.00 - $82,500.00

Pay Type:

Salaried & Commission

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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.

To find out more visit us at https://jobs.bmo.com/ca/en.

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

  • Financial Planner

    3 weeks ago

    Mississauga, Ontario, Canada BMO Financial Full time

    Application Deadline:04/12/2025Address:2825 Eglinton Avenue West Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and...

  • Financial Planner

    3 weeks ago

    Mississauga, Ontario, Canada BMO Financial Full time

    Application Deadline: 03/30/2025 Address: 40 Bristol Road East Job Family Group: Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much...

  • Financial Planner

    3 weeks ago

    Mississauga, Ontario, Canada BMO Financial Full time

    Application Deadline: 05/25/2025 Address: 2146 Burnhamthorpe Road Job Family Group: Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much...

  • Financial Planner

    6 days ago

    Mississauga, Ontario, Canada BMO Financial Full time

    Application Deadline:05/25/2025Address:2146 Burnhamthorpe Road Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much...

  • Financial Planner

    4 weeks ago

    Mississauga, Ontario, Canada Scotiabank Full time

    Title: Financial Planner - Mississauga, Brampton, EtobicokeRequisition ID: 210889Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most...

  • Financial Planner Expert

    7 days ago

    Mississauga, Ontario, Canada Bank of Montreal Full time

    Becoming a BMO Financial Planner can offer you all that and much more.Expect to fill an important and rewarding role – helping your customers achieve their financial goals.As a Financial Planner, you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential.Provides other solutions indirectly...

  • 15h Left Financial Planner

    4 weeks ago

    Mississauga, Ontario, Canada Scotiabank Full time

    Job Title: Financial PlannerWe are seeking a skilled Financial Planner to join our team.About the Role:This is a dynamic opportunity for a self-directed and performance-oriented individual who can develop and deepen client relationships by providing high-quality advice and service within the mass affluent market.Main Responsibilities:Conduct in-depth reviews...

  • Financial Planner

    5 days ago

    Mississauga, Ontario, Canada BMO Full time

    Application Deadline:05/25/2025Address:2146 Burnhamthorpe Road Job Family Group:Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much...

  • Financial Advisor Specialist

    4 days ago

    Mississauga, Ontario, Canada Scotiabank Full time

    Company OverviewA leading financial institution, Scotiabank is committed to helping individuals achieve their financial goals through personalized advice and service.Job DescriptionWe are seeking a skilled Financial Planner to join our team. As a key player in our organization, you will focus on developing and deepening client relationships by providing...

  • Strategic Financial Planner

    19 hours ago

    Mississauga, Ontario, Canada Randstad Canada Full time

    Required Skills and QualificationsMinimum 3-7 years' experience in strategic financial capital planning with sophisticated financial modeling skills.Very strong Microsoft Excel skills with ability to build financial models and conduct sensitivity analysis.BenefitsThe ideal candidate will have excellent communication and interpersonal skills, with the ability...

  • Investment Retirement Planner Associate

    5 days ago

    Mississauga, Ontario, Canada RBC - Royal Bank Full time

    Job Summary Job DescriptionWhat is the opportunity?As an Investment and Retirement Planning (IRP) Associate, you provide direct client and sales support to the Financial Planners, Investment and Retirement Planning, to enable them to focus on planning, advice activities and acquisition of new clients. You contribute to a differentiated client experience by...

  • Senior Financial Planner

    2 days ago

    Mississauga, Ontario, Canada Randstad Canada Full time

    Senior Leadership PositionThis position offers the opportunity to lead a high-performing team and contribute to the development of financial strategies that drive business growth and success. We seek a seasoned professional with expertise in financial planning, budgeting, and forecasting.The ideal candidate will have a strong analytical mindset and excellent...

  • Puratos Financial Planner

    3 days ago

    Mississauga, Ontario, Canada Puratos Full time

    **Required Skills and Qualifications**To be successful in this role, you will need a university degree in a related field, such as CPA or MBA, and 5+ years of practical experience in financial planning and analysis in a manufacturing environment. You should also have strong analytical skills, excellent verbal and written communication skills, and proficiency...

  • Financial Operations Director

    4 days ago

    Mississauga, Ontario, Canada Arconas Full time

    About UsArconas is a leading manufacturer and distributor of high-performance furniture for airports and passenger terminals in North America. Established in 1972, we are dedicated to enhancing the passenger experience with our comprehensive suite of seating, power, waste, recycling, and counter solutions.We have over 400 installations in airports worldwide,...

  • Financial Services Representative

    2 days ago

    Mississauga, Ontario, Canada Royal City Recruitment Full time

    This role focuses on wealth management products, including Mutual Funds, Segregated Funds, Annuities, RRSPs, TFSAs, and more. We are searching for a wealth expert with a genuine passion for helping clients achieve their financial goals.Experience:  3-5 years experience in Wealth management products.Work Model-...

  • Investment Funds Specialist

    2 weeks ago

    Mississauga, Ontario, Canada Bank of Montreal Full time

    Investment Funds SpecialistApply locations: Toronto, ON, CANTime type: Full timePosted on: Posted YesterdayJob requisition id: R250006132Application Deadline: 04/03/2025Address: 2900 Warden Avenue, Unit #145Job Family Group: Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit...

  • Investment Funds Specialist

    7 days ago

    Mississauga, Ontario, Canada Bank of Montreal Full time

    As a Financial Planner, you will have the opportunity to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities.You will be provided with industry-leading training, support as well as a portfolio of clients that you can continue to build lasting relationships.The role involves providing financial and...

  • Wealth Accumulation Expert

    3 days ago

    Mississauga, Ontario, Canada Scotiabank Full time

    In this exciting role as a Financial Planner, you will have the opportunity to work with a talented team to help individuals achieve their financial goals.About the OpportunityAs a key player in our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent...

  • Portfolio Management Professional

    3 days ago

    Mississauga, Ontario, Canada Scotiabank Full time

    As a Financial Planner at Scotiabank, you will play a critical role in helping individuals achieve their financial goals through expert advice and personalized service.About the RoleOur ideal candidate will have experience in financial planning and investment sales, as well as relevant professional designations such as PFP or CFP. Strong communication and...

  • School Facility Planning Specialist

    20 hours ago

    Mississauga, Ontario, Canada Watson & Associates Economists Ltd. Full time

    **About Us**Watson & Associates Economists Ltd. is a leading consulting firm specializing in municipal government and education. With over 40 years of experience, we have established ourselves as a trusted partner for municipalities and school boards across Canada.We pride ourselves on our expertise in financial and economic analysis, demographic...