Financial Planner
3 days ago
About the Role:
We are seeking a skilled Financial Planner to join our team at BMO Financial Group. As a Financial Planner, you will play a key role in providing financial and investment planning advice to our customers, helping them achieve their financial goals and objectives.
Key Responsibilities:
- Proactively engage with customers to understand their financial needs and provide tailored solutions.
- Develop and implement business development strategies to acquire new business and grow existing relationships.
- Collaborate with internal stakeholders to deliver timely and accurate service to customers.
- Stay up-to-date with industry trends and regulatory requirements to provide expert advice to customers.
- Build and maintain strong relationships with customers to deliver exceptional customer service.
Qualifications:
- Typically between 3-5 years of relevant experience and post-secondary degree in a 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 the 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.
Compensation:
The starting salary for this position is $55,000, with upward commission potential. BMO Financial Group's total compensation package includes performance-based incentives, discretionary bonuses, and other perks and rewards.
About BMO:
BMO Financial Group is a leading financial institution that is committed to an inclusive, equitable, and accessible workplace. We strive 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.
Why Join BMO:
As a member of the BMO team, you will be valued, respected, and heard. You will have more ways to grow and make an impact. We will 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 will help you gain valuable experience and broaden your skillset.
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