Financial Planning Specialist

15 hours ago


Dartmouth, Nova Scotia, Canada BMO Financial Full time
Unlock Your Potential as a BMO Financial Planner

We're seeking ambitious individuals to join our team as Financial Planners at BMO. As a Financial Planner, you'll have the opportunity to grow your career and help customers achieve their financial goals.

About the Role:

This is an exciting opportunity for motivated professionals to develop their skills and knowledge in financial planning. As a Financial Planner, you'll be responsible for providing financial and investment advice to customers, identifying their needs, and delivering solutions that meet their goals.

You'll work closely with clients to understand their financial situations, goals, and risk tolerance, and provide tailored recommendations to help them achieve financial stability and growth.

Key Responsibilities:
  • Conduct thorough financial assessments to identify client needs and develop customized plans to address those needs
  • Provide ongoing support and guidance to clients, monitoring their progress and making adjustments to their plans as needed
  • Collaborate with other financial professionals to ensure seamless delivery of services to clients
  • Analyze market trends and economic conditions to stay up-to-date on industry developments and make informed recommendations to clients
  • Meet or exceed sales targets and contribute to the growth of the business
Requirements:
  • Typically 3-5 years of experience in a related field, with a post-secondary degree or equivalent combination of education and experience
  • Advanced working knowledge of the financial industry, including financial products and services
  • Strong analytical and problem-solving skills, with the ability to communicate complex information effectively to clients
  • Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and colleagues
What We Offer:

We offer a competitive salary range of $42,300 - $78,400, plus a commission structure based on performance. Additionally, we provide a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

BMO is committed to creating a diverse and inclusive workplace culture that values diversity, equity, and inclusion. We strive to create opportunities for professional growth and development, and offer a range of programs and resources to support our employees' well-being and success.



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