Professional Financial Consultant

3 weeks ago


Ottawa, Ontario, Canada BMO Financial Full time

About the Role

We are seeking a skilled and dedicated Professional Financial Consultant to join our team at BMO Financial Group. As a key member of our team, you will play a vital role in helping our clients achieve their financial goals.

Key Responsibilities

  • Provide expert financial planning and investment advice to our clients, helping them make informed decisions about their financial futures.
  • Determine client needs and provide solutions through the sales of managed products and services, such as mutual funds, retirement savings plans, and similar products.
  • Cultivate strong relationships with clients, identifying opportunities to grow loyalty and generate new business.
  • Implement business development strategies to acquire new business, including outbound calling campaigns and cultivating branch referrals.
  • Support the achievement of sales and performance targets, while maintaining high levels of customer satisfaction.
  • Develop and implement relationship management plans to meet the evolving needs of clients.

Requirements

  • A minimum of 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.
  • Must meet regulatory licensing and registration requirements for a Financial Planner in the province or territory of employment.
  • Advanced working knowledge of the financial industry and specialized knowledge from education and/or business experience.
  • Excellent verbal and written communication skills, with the ability to collaborate effectively with internal and external stakeholders.
  • Strong analytical and problem-solving skills, with the ability to influence and drive results.

What We Offer

In addition to a competitive salary, we offer a comprehensive total rewards package that includes health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us

BMO Financial Group is committed to creating lasting, positive change for our customers, communities, and people. Our purpose – Boldly Grow the Good in Business and Life – guides everything we do, from innovation and risk-taking to collaboration and inclusion.

Join us and discover how your skills and experience can help us deliver on our purpose, and make a meaningful impact in the lives of our customers and employees.



  • Ottawa, Ontario, Canada BMO Financial Full time

    BMO Financial Group is a leading banking institution that aims to boldly grow the good in business and life. As an Expert Financial Consultant, you will play a crucial role in helping customers achieve their financial goals.About UsWe are driven by a shared purpose of creating lasting, positive change for our customers, communities, and people. By working...


  • Ottawa, Ontario, Canada Fairstone Financial Inc. Full time

    Company OverviewFairstone Financial Inc. is a leading Canadian provider of responsible lending solutions. We offer personal loans and retail point-of-sale financing, focusing on customer service and community engagement.Compensation PackageThe estimated salary for this role is $60,000 - $80,000 per year, depending on experience. Our comprehensive benefits...


  • Ottawa, Ontario, Canada BMO Financial Full time

    About the RoleBMO Financial is seeking a skilled Financial Services Professional to join our team. In this role, you will have the opportunity to work with customers to understand their financial goals and develop personalized plans to help them achieve success.Key ResponsibilitiesProvide financial planning and investment advice to customers, identifying...


  • Ottawa, Ontario, Canada Sun Life Financial Full time

    About the Role:">As a Financial Advisor with Sun Life Financial, you will have the opportunity to build long-term relationships with clients and help them plan financially for various stages of life. This is a purpose-driven career that allows you to make an impact in your community by providing advice and implementing recommendations.About the...

  • Audit Professional

    3 days ago


    Ottawa, Ontario, Canada Elby Professional Recruitment Full time

    Job SummaryWe are seeking an experienced Internal Auditor with a strong background in SOX audit experience to join our team. As an Audit Professional, you will be responsible for executing and ensuring the timely completion of audit engagements, utilizing technology and data analytics to improve the effectiveness and efficiency of the audit process.Key...


  • Ottawa, Ontario, Canada ENGINEERINGUK Full time

    We are seeking a highly skilled Financial Services Professional to join our team at ENGINEERINGUK. In this role, you will play a key part in providing high-quality auditing and accounting services to our clients.Job OverviewThis is an exciting opportunity for a motivated individual to develop their skills and knowledge in financial services. As a Financial...

  • Financial Consultant

    3 weeks ago


    Ottawa, Ontario, Canada Scotiabank Full time

    We are seeking a skilled and client-focused Financial Consultant, Regional Accounts to join our team at Scotiabank.About the RoleThis is a challenging opportunity for a talented professional to reengage clients and promote our financial services. As a Financial Consultant, you will connect with clients virtually, by phone and by email to conduct discovery...

  • Financial Consultant

    1 month ago


    Ottawa, Ontario, Canada Scotiabank Full time

    Scotiabank is a leading bank in the Americas, guided by its purpose of helping customers achieve success. We are seeking a talented Financial Consultant, Regional Accounts to join our team.The ideal candidate will have a university degree in business or commerce and be IIROC licensed as a Registered Representative (RR). They will also have a working...


  • Ottawa, Ontario, Canada Relay Financial Full time

    Job DescriptionWe are seeking a Senior Business Growth Consultant to join our team at Relay Financial. This is a critical role that requires a strong understanding of business growth strategies and the ability to drive results.The ideal candidate will have 4+ years of experience in account management, preferably in the fintech or accounting software...


  • Ottawa, Ontario, Canada Desjardins Financial Security Independent Network... Full time

    About Desjardins Financial Security Independent NetworkAs a leader in the Canadian financial services industry, Desjardins Financial Security Independent Network is part of Desjardins Financial Security and the Desjardins Group, which boasts assets of over $160 billion, making it the largest cooperative financial group in Canada and the sixth largest...


  • Ottawa, Ontario, Canada Scotiabank Full time

    We are seeking a Strategic Financial Services Consultant to join our team at Scotiabank. As a key member of our organization, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Your primary focus will be on investment sales and new client acquisition, as well...


  • Ottawa, Ontario, Canada IFG International Financial Group Ltd Full time

    Job Title: Financial Services Leadership OpportunityAbout the Role:This is a unique opportunity for an experienced Senior Project Manager to join IFG International Financial Group Ltd. in Toronto, Canada.The ideal candidate will have a minimum of 6-8 years of project management experience within the financial services industry, with a strong background in...


  • Ottawa, Ontario, Canada BMO Financial Full time

    BMO is a leading financial institution offering unparalleled opportunities for professionals seeking to excel in their careers.As a Senior Financial Strategist, you will be responsible for delivering high-quality financial and investment planning solutions to our valued customers. With a strong focus on building lasting relationships, you will work closely...


  • Ottawa, Ontario, Canada CFMWS Full time

    Description du PosteL'entreprise CFMWS, une organisation à but non lucratif, offre des avantages de bien-être et d'avantages financiers uniques aux membres des Forces armées canadiennes et leurs familles. Nous sommes à la recherche d'un consultant financier sécuritaire militaire pour rejoindre notre équipe.ResponsabilitésEn tant que...


  • Ottawa, Ontario, Canada Definity Financial Corporation Full time

    Job SummaryWe are seeking a highly motivated Bilingual Licensed Insurance Agent to join our team at Definity Financial Corporation. This is an exciting opportunity for a customer-focused individual to excel in a fast-paced environment, providing top-notch service and sales skills to our clients.About the RoleThis role involves using superior communication...


  • Ottawa, Ontario, Canada IFG International Financial Group Ltd Full time

    Are you an experienced Workday professional looking to take your career to the next level? We have a fantastic opportunity for a Senior Consultant to join our team at IFG International Financial Group Ltd.About UsIFG International Financial Group Ltd is a leading provider of financial services, and we're currently seeking a highly skilled Senior Consultant...


  • Ottawa, Ontario, Canada BMO Financial Full time

    At BMO Financial, we offer a unique opportunity to turn your financial expertise into a rewarding career. With a competitive salary of $85,000 - $110,000 per year, you'll have the chance to excel in a challenging role that's both exciting and fulfilling.About the JobAs a Senior Financial Strategist, you'll play a key role in helping our customers achieve...


  • Ottawa, Ontario, Canada Sun Life Financial Full time

    Sun Life Financial: We're seeking a skilled Recruiting Consultant to join our team and play a critical role in sourcing local talent. As a key member of our professional growth, you'll develop and execute talent sourcing strategies in collaboration with local sales management to attract candidates for the Sun Life Financial advisor business opportunity.With...


  • Ottawa, Ontario, Canada Ashish Tekriwal, CPA Professional Corporation Full time

    Join Ashish Tekriwal, CPA Professional Corporation as a skilled Bookkeeper and Financial Analyst. In this role, you will have the opportunity to work with a dynamic team and utilize your expertise in accounting software and financial management.About UsAshish Tekriwal, CPA Professional Corporation is a leading accounting firm dedicated to providing...


  • Ottawa, Ontario, Canada Mnp Llp Full time

    Role OverviewWe are seeking an experienced Financial Management Professional to join our Assurance & Accounting team as a Manager. This diverse team of professionals are dedicated to delivering high-quality services that meet the unique needs of our clients in a rapidly evolving business and financial reporting landscape.As a trusted advisor, you will...