Financial Planning Career Opportunity

2 days ago


Ottawa, Ontario, Canada BMO Financial Full time
About the Job

BMO Financial is seeking a skilled Financial Planner to join our team. As a key member of our organization, you will play a vital role in helping clients achieve their financial goals.

Job Responsibilities
  • Deliver comprehensive financial planning and investment advice to customers, ensuring tailored solutions meet their needs.
  • Determine client requirements and provide suitable recommendations through sales of managed products and services.
  • Promote business growth by engaging with new and existing customers, identifying opportunities for referrals, and implementing business development strategies.
  • Support the achievement of sales targets while maintaining strong relationships with internal and external stakeholders.
Requirements
  • A minimum of 3-5 years' experience in a related field, accompanied by a post-secondary degree or an equivalent combination of education and experience.
  • Meet regulatory licensing and registration requirements for a Financial Planner in the province or territory of employment.
  • Advanced knowledge of the financial industry, including specialized skills from education and/or business experience.
  • Excellent communication, collaboration, analytical, and problem-solving skills.
What We Offer

A competitive salary of $61,500, plus commission potential. Our compensation package includes performance-based incentives, discretionary bonuses, and other perks and rewards. Additionally, we offer health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us

BMO Financial Group's purpose is to Boldly Grow the Good in business and life. We strive to create lasting, positive change for our customers, communities, and employees. Join us in transforming lives and businesses, and powering economic growth around the world.



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