Financial Planner

7 days ago

Fort McMurray, Canada BMO Full time
About the Role

We are seeking a highly skilled and experienced Financial Planner to join our team at BMO. As a Financial Planner, you will play a key role in providing financial and investment planning and advice to our customers, helping them achieve their financial goals and objectives.

Key Responsibilities
  • Provide financial and investment planning and advice to customers, identifying their needs and providing solutions through the sales of managed products and services.
  • Develop and implement business development strategies to acquire new business, including outbound calling campaigns and cultivating branch referrals.
  • Engage with customers to grow BMO's business, reaching out, generating appointments, and building new relationships within the community.
  • Identify opportunities during customer conversations to generate referrals for personal and commercial banking products.
  • Support the achievement of sales and performance targets.
  • Develop and implement a relationship management plan to meet the needs of clients.
  • Respond to customer investment requests, fulfilling investment product needs aligned with the customer's goals and referring them to partners where appropriate.
  • Develop solutions and make recommendations based on an understanding of the business strategy and stakeholder needs.
  • Break down strategic problems, analyzing data and information to provide insights and recommendations.
  • Execute work to deliver timely, accurate, and efficient service.
  • Introduce clients to investment strategies and work with them to set goals and make real financial progress using appropriate guidance tools.
  • Probe to understand customer personal investment and banking needs, integrating marketing promotions and programs into customer conversations to provide strategic advice.
  • Look for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
  • Maintain current knowledge of personal investment products, practices, and trends, integrating them 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.
  • Build effective relationships with internal and external stakeholders.
  • Protect the Bank's assets and comply with all regulatory, legal, and ethical requirements.
Qualifications
  • Typically between 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

We offer a competitive salary, plus upward commission potential, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To learn more about our benefits, please visit our website.

  • Financial Planner

    4 days ago

    Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning: Develop and implement...

  • Financial Planner

    4 days ago

    Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning: Develop and implement...

  • Financial Planner

    5 days ago

    Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning: Develop and implement...

  • Financial Planner

    4 days ago

    Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning: Develop and implement...

  • Financial Planner

    1 day ago

    Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning: Develop and implement...

  • Financial Planner

    1 day ago

    Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at STEPHEN HOUSE AGENCY INC. As a Financial Planner, you will be responsible for identifying clients' financial goals and objectives, analyzing their financial records, and developing personalized financial plans.Key ResponsibilitiesFinancial Planning: Develop and implement...

  • financial planner

    5 days ago

    Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full time

    Work Term: PermanentWork Language: EnglishHours: 37.5 hours per weekEducation: Secondary (high) school graduation certificateExperience: 1 year to less than 2 yearsWork settingInvestment firmRelocation costs not covered by employerInsurance companyTasksIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans...

  • financial planner

    4 days ago

    Fort McMurray, Canada STEPHEN HOUSE AGENCY INC Full time

    Durée de l'emploi: PermanentLangue de travail: AnglaisHeures de travail: 37.5 hours per weekEducation: Expérience: EducationSecondary (high) school graduation certificateWork settingInvestment firmRelocation costs not covered by employerInsurance companyTasksIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial...

  • Financial Planner

    2 days ago

    Fort Saint James, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Planner, you have the opportunity to manage and grow a portfolio of high-net-worth clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and...

  • Financial Planner

    2 days ago

    Fort Saint James, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Royal Bank of Canada Financial Planner, you have the opportunity to manage and grow a portfolio of high-net-worth clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and...

  • Maintenance Planner

    3 months ago

    Fort McMurray, Canada KMC Mining Full time

    **General Accountabilities**: The Maintenance Planner will plan and schedule maintenance for all mobile equipment on site to Original Equipment Manufacturer (OEM) specification. The incumbent is responsible for promoting the KMC safety culture by adhering to all provincial and federal legislation, KMC policy, and KMC standard practices. In addition, the...

  • Financial Planner

    4 weeks ago

    Fort St. John, Canada RBC Full time

    Job Summary Job Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services....

  • Financial Planner

    4 weeks ago

    Fort St. John, Canada RBC Full time

    Job Summary Job Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services....

  • Financial Planner

    1 month ago

    Fort St. John, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services....

  • Financial Planner

    2 months ago

    Fort St. John, Canada Scotiabank Full time

    Requisition ID: 201088Join 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 importantly, you realize that your clients are your greatest...

  • Financial Planner

    4 weeks ago

    Fort St. John, Canada Scotiabank Full time

    Join 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 importantly, you realize that your clients are your greatest asset, and your priority...

  • Financial Planner

    4 weeks ago

    Fort St. John, Canada Scotiabank Full time

    Join 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 importantly, you realize that your clients are your greatest asset, and your priority...

  • Financial Planner

    1 day ago

    Fort St. John, Canada Scotiabank Full time

    Requisition ID: 201088Join 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 importantly, you realize that your clients are your greatest...

  • Financial Planner, Investment and Retirement Planning

    4 weeks ago

    Prince George, Regional District of Fraser-Fort George, CA RBC - Royal Bank Full time

    Job Summary Job Description What 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...

  • Financial Planner

    3 months ago

    Fort St. John, Canada Scotiabank Full time

    Requisition ID: 201088 Join 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 importantly, you realize that your clients are your...