Senior Financial Strategist

2 weeks ago


Bolton, Canada BMO Financial Full time
About the Role

We are seeking a skilled and experienced Senior Financial Strategist to join our team at BMO Financial. In this role, you will be responsible for providing expert financial planning and investment advice to our clients, helping them achieve their long-term goals.

Your key responsibilities will include:

  • Conducting comprehensive needs assessments to identify client objectives and develop personalized financial plans.
  • Providing tailored investment recommendations and implementing solutions that meet client needs.
  • Cultivating strong relationships with clients through proactive engagement and ongoing communication.
  • Collaborating with internal stakeholders to leverage cross-selling opportunities and drive business growth.
  • Maintaining up-to-date knowledge of financial industry trends, products, and regulations to ensure compliance and optimize client outcomes.
About the Opportunity

This is an exceptional opportunity to join a leading financial institution and contribute to the success of our clients and organization. You will have the chance to work with a talented team of professionals, develop your skills and expertise, and enjoy a competitive compensation package.

What We Offer

In addition to a competitive salary range of $60,000 - $100,000 per annum, we offer:

  • A comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
  • Ongoing training and professional development opportunities to support your career growth.
  • A dynamic and inclusive work environment that values diversity, equity, and inclusion.
  • The chance to make a meaningful impact on the lives of our clients and communities.


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