Become a Financial Strategist

1 day ago


PointeClaire, Quebec, Canada BMO Financial Full time

Financial Planning Role

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BMO Financial Group is seeking an experienced Financial Planner to join our team in providing exceptional financial services to our clients.

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Key Responsibilities:

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  • Develop and implement personalized financial plans for clients, taking into account their unique goals and objectives.
  • Provide expert advice on investment products, retirement savings plans, and other financial solutions to meet clients' needs.
  • Build strong relationships with clients through regular communication and ongoing support.
  • Collaborate with internal stakeholders to identify opportunities and develop strategies to grow the business.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and deliver best-in-class service.
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Requirements:

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  • 3-5 years of experience as a Financial Planner or related field.
  • Post-secondary degree in a related field or equivalent combination of education and experience.
  • Advanced knowledge of financial planning principles and regulations.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
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What We Offer:

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  • A competitive salary range of $55,000 - $82,500 per year, plus commission potential.
  • A comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans.
  • Ongoing training and development opportunities to enhance your skills and advance your career.
  • A collaborative and dynamic work environment that supports your growth and well-being.
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About BMO Financial Group

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BMO Financial Group is a leading bank in North America, committed to helping our customers achieve their financial goals. Our purpose is to boldly grow the good in business and life, and we strive to create lasting, positive change for our customers, communities, and people.

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