Financial Planning Specialist
4 weeks ago
Job Summary:
BMO is seeking a skilled Financial Planning Specialist to join our team. As a key member of our financial services team, you will be responsible for providing expert financial planning and investment advice to our clients.
Key Responsibilities:
- Develop and implement comprehensive financial plans for clients, taking into account their unique financial goals and objectives.
- Provide expert investment advice and guidance to clients, helping them to make informed decisions about their financial futures.
- Work closely with clients to understand their financial needs and develop tailored solutions to meet those needs.
- Stay up-to-date with market trends and regulatory changes, ensuring that clients receive the best possible advice and guidance.
- Collaborate with other members of the financial services team to ensure seamless delivery of services to clients.
Requirements:
- Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- CFP designation preferred or one of the following: Personal Financial Planner (PFP) designation, Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC), Financial Planning I & II (FP I & II).
- Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
- Advanced working knowledge of financial industry.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem-solving skills - In-depth.
- Influence skills - In-depth.
What We Offer:
BMO offers a competitive salary range of $49,000.00 - $90,800.00, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
How to Apply:
For more information and to apply, please visit our website at https://www.bmo.com/.
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