Senior Financial Planning Advisor

5 days ago


Waterloo, Ontario, Canada BMO Financial Group Full time

At BMO Financial Group, we invite you to drive lasting change for our clients, communities, and people. By offering the tools and resources you need to take your career to the next level, you'll help our clients achieve their goals.

We'll provide you with in-depth training and coaching, as well as leadership support and networking opportunities, to enhance your experience and expand your skillset.

In this role, you'll work closely with Investment Advisors to develop and deliver high net worth management solutions. You'll leverage expert planning resources to assess and provide insights to clients, breaking down complex problems and analyzing data to provide actionable recommendations.

As a Senior Financial Planning Advisor, you'll be responsible for leading the goals-based discovery process directly with clients, ensuring standards relative to data capture and plan creation are met. You'll develop detailed financial plans to help clients meet their objectives and implement strategies to increase the scope of services to help them achieve their personal goals.

You'll also ensure that client experience standards for financial planning and client relationship development are met. In addition, you'll support the execution of strategic initiatives in collaboration with internal and external stakeholders.

This is an exciting opportunity to make a meaningful impact on the lives of our clients. If you're passionate about driving results and delivering exceptional client experiences, we encourage you to apply.

About the Role

  • $80,000 - $120,000 per year
  • Minimum 1-3 years of relevant experience and post-secondary degree in related field of study
  • Experience in selling to Investment Advisors or HNW clients
  • Experience in financial planning is an asset
  • MBA considered an asset
  • Life Insurance designation is considered an asset
  • Working knowledge of financial planning software (NaviPlan an asset)
  • Deep knowledge and technical proficiency gained through extensive education and business experience


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