Financial Planning Specialist

2 weeks ago

Fort McMurray, Canada BMO Full time

Job Summary:

We are seeking a skilled Financial Planning Specialist to join our team at BMO. As a key member of our team, you will be responsible for providing financial and investment planning advice to our customers, helping them achieve their financial goals.

Key Responsibilities:

  • Provide financial planning and investment advice to customers, identifying their needs and providing solutions through the sale 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, generating appointments and building new relationships within the community.
  • Identify opportunities 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/external stakeholders.
  • Protect the Bank's assets and comply with all regulatory, legal, and ethical requirements.
  • Focus may be on a business/group.
  • Think creatively and propose new solutions.
  • Exercise judgment to identify, diagnose, and solve problems within given rules.
  • Work mostly independently.
  • Broaden work or accountabilities may be assigned as needed.

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.
  • 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 & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem-solving skills - In-depth.
  • Influence skills - In-depth.

Salary: $49,000.00 - $90,800.00

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 the 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:

We're here to help

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 .

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.

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