Ambitious Financial Expert Opportunities

1 day ago


Edmonton, Alberta, Canada BMO Financial Full time
About the Role

We are seeking a highly skilled and motivated Financial Planner to join our team at BMO Financial Group. This is an exciting opportunity for someone who is passionate about helping customers achieve their financial goals.

As a Financial Planner, you will be responsible for providing financial and investment planning and advice to deliver solutions in the best interests of our customers. You will determine client needs and provide solutions through the sales of managed products and services, such as mutual funds, retirement savings plans, and similar products.

  • You will take a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
  • Implements business development strategies to acquire new business through outbound calling campaigns and cultivating branch referrals.
  • Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
  • Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products.

The ideal candidate will have 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. They must also meet the regulatory licensing and registration requirements of a Financial Planner in the province or territory of employment.

Our total compensation package includes a starting salary of $55,000 plus upward commission potential, as well as performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. We are committed to an inclusive, equitable and accessible workplace where everyone feels valued, respected and heard.



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