Financial Planning Expert

6 days ago


Brossard, Quebec, Canada BMO Financial Full time $55,000

**About Us:**

BMO Financial Group is a leading financial institution dedicated to helping our customers achieve their financial goals. We strive to create lasting, positive change for our customers, communities, and people.

**Job Summary:**

We are seeking a highly motivated Banking Sales and Service Professional to join our team. As a BMO Financial Planner, you will be responsible for providing financial and investment planning advice to deliver solutions in the best interests of our customers.

**Key Responsibilities:**

  • Provides financial and investment planning advice to determine client needs and provide solutions through the sales of managed products and services.
  • Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
  • Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community.
  • Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products.
  • Supports the achievement of sales and performance targets.
  • Responds to customer investment requests to fulfill investment product needs aligned with the customer's goals and refers the customer to partners where appropriate.

**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.
  • Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
  • Advanced working knowledge of financial industry.

**What We Offer:**

  • Total compensation package that may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.
  • Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.


  • Brossard, Quebec, Canada Bank of Montreal Full time

    Job Overview\We are seeking a highly skilled Financial Planner to join our team at the Bank of Montreal. As a Financial Planner, you will be responsible for providing financial planning and investment advice to our customers, helping them achieve their long-term financial goals.\About the Role\This is a challenging and rewarding role that requires strong...


  • Brossard, Quebec, Canada BMO Financial Full time

    Role OverviewThe role of a BMO Financial Planner involves providing financial and investment planning advice to customers. As a key member of the BMO team, you will be responsible for delivering solutions that meet the needs of our clients.


  • Brossard, Quebec, Canada BMO Financial Full time $55,000

    Company OverviewBMO Financial Group is a leading financial institution that empowers individuals to achieve their financial goals. Our commitment to excellence and customer satisfaction drives us to provide innovative solutions and exceptional service.


  • Brossard, Quebec, Canada BMO Financial Full time

    At BMO Financial, we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities, and our people. By working together, innovating, and pushing boundaries, we transform lives and businesses, and power economic growth around the world.We are seeking an...


  • Brossard, Quebec, Canada BMO Financial Full time

    **Transform Lives with a Rewarding Career in Financial Planning**BMO Financial Group is seeking a talented Financial Career Specialist to join our team. As a key player in our financial planning department, you will have the opportunity to make a meaningful impact on people's lives by helping them achieve their financial goals.In this role, you will work...


  • Brossard, Quebec, Canada BMO Financial Full time $55,000

    Job DescriptionWe are seeking a highly skilled Retail Banking Sales and Service Expert to join our team. As a key player in delivering excellent customer experiences, you will be responsible for providing personalized financial planning and advice to help customers achieve their financial objectives. Your expertise in sales and service will enable you to...


  • Brossard, Quebec, Canada BMO Financial Full time

    About BMO FinancialBMO Financial is a leading financial institution with a rich history of delivering exceptional customer experiences. Our team of dedicated professionals is committed to helping our clients achieve their financial goals through innovative solutions and personalized service.Job DescriptionWe are seeking a highly skilled Financial Planner to...


  • Brossard, Quebec, Canada BMO Financial Full time

    Job DescriptionThe ideal candidate for this position will have a strong background in finance and a passion for helping others achieve their goals. As a Investment Planning Advisor, you will have the opportunity to work with a diverse range of clients and develop your skills in areas such as financial planning, investment management, and relationship...


  • Brossard, Quebec, Canada Fed Finance Canada Full time

    Le cabinet Fed Finance Canada propose un poste d'analyste financier expert. Cette offre est permanente et se situe à Brossard.Objectifs :Gérer les différentes trésoreries d'entités en développement et participer aux demandes de fonds mensuelles aux investisseurs;Préparer des rapports trimestriels et annuels à remettre aux...


  • Brossard, Quebec, Canada Michael Page International (Canada) Full time

    En tant qu'Analyste Financier Expert, vous serez chargé de réviser les données financières de notre client et de fournir des recommandations stratégiques.\Analyse financièreRecommandations stratégiquesNous sommes en recherche d'une personne dotée d'une grande capacité analytique et de bonnes compétences en communication.\AnalyseCommunicationCe...


  • Brossard, Quebec, Canada Michael Page International (Canada) Full time

    À propos de l'entrepriseNotre client est une entreprise en pleine croissance, spécialisée dans le développement immobilier. Avec des projets variés allant de 20 à 100 millions de dollars, ils cherchent un expert financier pour les aider à prendre leurs décisions stratégiques.Description du posteL'analyste financier sera chargé de la gestion des...

  • Financial planner

    7 days ago


    Brossard, Quebec, Canada BMO Financial Full time

    Application Deadline: 04/25/2025 Address: 8245 boul Taschereau, B20 Job Family Group: Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much...


  • Brossard, Quebec, Canada BMO Financial Full time $55,000

    At BMO Financial, we're looking for a dedicated Wealth Management Advisor to join our team. As a key member of our sales and service team, you will play a critical role in helping our customers achieve their financial goals.About the RoleThe primary responsibility of this position is to provide financial and investment planning advice to our customers. This...


  • Brossard, Quebec, Canada BMO Financial Full time

    BMO Financial Group is driven by a shared purpose: Boldly Grow the Good in business and life. This guiding principle calls on us to create lasting, positive change for our customers, communities, and people. As a member of our team, you will be valued, respected, and heard, with opportunities to grow and make an impact.Job DescriptionWe are seeking a...

  • Financial Planner

    3 weeks ago


    Brossard, Quebec, Canada BMO Financial Full time

    Application Deadline: 03/21/2025 Address: 8245 boul Taschereau, B20 Job Family Group: Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much...

  • Financial Planner

    4 weeks ago


    Brossard, Quebec, Canada BMO Financial Full time

    Application Deadline:03/21/2025Address:8245 boul Taschereau, B20 Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and...

  • Financial Planner

    2 weeks ago


    Brossard, Quebec, Canada BMO Financial Full time

    Application Deadline: 04/25/2025 Address: 8245 boul Taschereau, B20 Job Family Group: Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and...

  • Financial Planner

    2 weeks ago


    Brossard, Quebec, Canada BMO Financial Full time

    Application Deadline:04/25/2025Address:8245 boul Taschereau, B20 Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and...

  • Financial Planner

    1 day ago


    Brossard, Quebec, Canada BMO Financial Full time

    Application Deadline: 05/08/2025 Address: 8245 boul Taschereau, B20 Job Family Group: Retail Banking Sales & ServiceJoin BMO - imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much...

  • Financial Planner

    1 day ago


    Brossard, Quebec, Canada BMO Financial Full time

    Application Deadline:05/08/2025Address:8245 boul Taschereau, B20Job Family Group:Retail Banking Sales & ServiceJoin BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO Financial Planner can offer you all that and much...