Investment Strategy Consultant

4 weeks ago


Hamilton, Ontario, Canada BMO Full time

Position Overview:

The Financial Planner will be responsible for delivering comprehensive financial and investment guidance tailored to meet the unique needs of our clients. This role involves:

  • Offering expert financial advice and investment strategies that prioritize client interests.
  • Engaging proactively with both prospective and current clients to uncover avenues for business expansion.
  • Executing strategic initiatives aimed at attracting new clientele.
  • Formulating and executing relationship management strategies to enhance client satisfaction.
  • Addressing client investment inquiries and providing tailored recommendations aligned with their financial objectives.
  • Staying informed about the latest trends and products in personal finance and investments.
  • Establishing and nurturing strong relationships with key stakeholders.
  • Ensuring the protection of the Bank's assets while adhering to all regulatory standards.

Qualifications Required:

  • A minimum of 3-5 years of relevant industry experience, complemented by a post-secondary degree in a related discipline.
  • CFP designation is preferred, or equivalent professional certifications.
  • In-depth understanding of the financial services sector.
  • Exceptional communication, teamwork, analytical, and problem-solving abilities.

Compensation and Benefits:

The compensation range for this position is between $44,000 and $82,500 annually.

About BMO Financial Group:

BMO Financial Group is dedicated to fostering positive change for our clients, communities, and employees. We provide a competitive benefits package, which includes health insurance, tuition reimbursement, and retirement savings plans. We invite you to explore a rewarding career with us.



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