Financial Planning Professional
7 days ago
Company Overview: At BMO Financial, we are committed to helping our customers achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized service and expert advice to help you succeed.
Job Description: As a Financial Planner with BMO, you will be responsible for providing financial and investment planning services to our customers. This includes identifying client needs, developing tailored solutions, and delivering exceptional customer experiences. You will also work closely with colleagues to build strong relationships with clients and grow the business.
Key Responsibilities:
- Provide financial and investment planning advice to customers
- Identify client needs and develop tailored solutions
- Deliver exceptional customer experiences through proactive engagement and relationship-building
- Work collaboratively with colleagues to grow the business and achieve sales targets
- Maintain current knowledge of personal investment products, practices, and trends
Requirements:
- 3-5 years of relevant experience in financial planning or a related field
- Post-secondary degree in a related field of study or an equivalent combination of education and experience
- Advanced working knowledge of the financial industry
- Ability to meet regulatory requirements for a Financial Planner in the province or territory of employment
Benefits:
- Total compensation package including performance-based incentives and discretionary bonuses
- Health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
- Ongoing training and coaching to support your professional development
- Manager support and network-building opportunities
-
Financial Planning Professional
1 week ago
Gatineau, Quebec, Canada BMO Financial Full timeCompany OverviewBMO Financial Group is a leading financial institution dedicated to delivering exceptional banking services. We are committed to building long-lasting relationships with our customers and creating positive change in the communities we serve.SalaryThe salary for this role ranges from $44,500 to $82,500, with an opportunity for upward...
-
Investment Planning Professional
6 days ago
Gatineau, Quebec, Canada BMO Financial Full time $55,000**About Us:BMO Financial Group is committed to helping our customers achieve their financial goals through innovative solutions and exceptional service. As a member of our team, you will have access to cutting-edge tools and resources to help you succeed.**Job Summary:**We are seeking an Investment Planning Professional to join our team at BMO Financial...
-
Wealth Planning Professional
1 week ago
Gatineau, Quebec, Canada BMO Financial Full timeAbout UsBMO Financial Group is committed to delivering exceptional customer experiences through our diverse range of banking and wealth management services. Our team of experts is dedicated to helping clients achieve their financial objectives and build long-term relationships.Job SummaryWe are seeking a skilled Financial Planner to join our team at BMO...
-
Financial Planning Specialist
7 days ago
Gatineau, Quebec, Canada War Museum Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at the Canadian Museum of History. As a key member of our finance department, you will play a critical role in ensuring the accuracy and timeliness of our financial reports and statements.About the RolePerform financial analysis, reconciliations, and ensure financial...
-
Financial Planning Manager
2 weeks ago
Gatineau, Quebec, Canada War Museum Full time**Job Overview**We are seeking a highly skilled and experienced Financial Planning Manager to join our team at the Canadian Museum of History.As a key member of our financial department, you will be responsible for performing financial analysis, reconciliations, and ensuring financial control and accurate internal and external reporting of all financial...
-
Financial Planning Specialist
4 days ago
Gatineau, Quebec, Canada Brookfield Renewable Partners L.P. Full timeBROOKFIELD RENEWABLE PARTNERS L.P. is one of the world's largest owners and operators of renewable power, with $102 billion of power assets under management.We are seeking an experienced Financial Analyst who will be responsible for providing financial analysis and insights into the business results for management reporting purposes.The ideal candidate will...
-
Financial Planning and Analysis Specialist
4 hours ago
Gatineau, Quebec, Canada War Museum Full timeWe are looking for a skilled Financial Planning and Analysis Specialist to join our team at the Canadian Museum of History. In this role, you will be responsible for providing financial analysis and guidance to support the Museum's strategic goals.Key Responsibilities:Analyze business proposals and provide recommendations to senior managementDevelop and...
-
Financial Service Manager
1 week ago
Gatineau, Quebec, Canada BMO Financial Full timeBMO Financial Group is a leading financial institution with a rich history of providing exceptional banking and wealth management services to its clients. Our team of experienced professionals is dedicated to helping individuals, families, and businesses achieve their financial goals.">Job DescriptionWe are seeking a skilled Financial Planner to join our...
-
Strategic Financial Consultant
2 weeks ago
Gatineau, Quebec, Canada BMO Financial Full timeAbout UsWe are a leading financial institution committed to delivering exceptional customer experiences and driving growth through innovation. Our purpose is to boldly grow the good in business and life, creating lasting positive change for our customers, communities, and people.Job OverviewWe are seeking a highly skilled Strategic Financial Consultant to...
-
Financial Planning Specialist
1 week ago
Gatineau, Quebec, Canada War Museum Full timeJob DescriptionWe are seeking a highly skilled Financial Planning Specialist to join our team at the Canadian Museum of History. As a key member of our finance department, you will play a critical role in ensuring the accuracy and timeliness of our financial reporting.The successful candidate will have a strong background in financial planning, budgeting,...
-
Personal Financial Services Specialist
7 days ago
Gatineau, Quebec, Canada BMO Financial Full time $55,000About Us: BMO Financial Group is a leading financial institution committed to helping our customers achieve their financial goals. We believe in building lasting relationships with our customers and communities.Job Summary: As a Financial Planner with BMO, you will have the opportunity to provide financial and investment planning services to our customers....
-
Financial Strategist
6 days ago
Gatineau, Quebec, Canada BMO Financial Full time $55,000**Job Overview:**We are seeking a skilled Financial Strategist to join our team at BMO Financial Group. In this role, you will have the opportunity to make a meaningful impact on our customers' financial well-being by providing expert advice and guidance on investment planning.**Key Responsibilities:**Provide personalized investment advice and guidance to...
-
Investment and Financial Services Advisor
1 week ago
Gatineau, Quebec, Canada BMO Financial Full timeJob SummaryWe are seeking a highly skilled Wealth Management Specialist to join our team. In this role, you will be responsible for providing expert wealth management and financial planning advice to clients, identifying their needs, and developing personalized solutions to meet their goals.ResponsibilitiesKey responsibilities for this role...
-
Senior Financial Professional
1 week ago
Gatineau, Quebec, Canada War Museum Full time**About the Role**The Senior Financial Professional will play a critical role in the financial department at the Canadian Museum of History. The successful candidate will be responsible for performing financial analysis, reconciliations, and ensuring financial control and accurate internal and external reporting of all financial data.Main...
-
Financial Services Professional
1 week ago
Gatineau, Quebec, Canada Scotiabank Full timeAbout the RoleWe are looking for a skilled Financial Planner to join our team at Scotiabank. In this role, you will be responsible for developing and implementing financial plans that meet the unique needs of our clients. You will also be expected to:- Develop and maintain relationships with existing clients to ensure their ongoing financial success.-...
-
High-Growth Financial Professional
14 hours ago
Sainte-Thérèse-de-la-Gatineau, Quebec, Canada BMO Financial Full timeCompany Overview:BMO Financial Group is a leading financial institution committed to empowering individuals and businesses to achieve their goals. With a rich history of innovation and a strong focus on customer-centricity, BMO Financial Group offers a unique opportunity for ambitious professionals to grow their careers and make a meaningful impact.About the...
-
sun life financial advisor
1 week ago
Gatineau, Quebec, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Senior Financial Professional
1 week ago
Gatineau, Quebec, Canada Luxfer Superform Full timeWe are seeking an experienced Senior Financial Professional to join our team at Luxfer Superform. The ideal candidate will have a strong background in financial management, including budgeting, forecasting, and financial reporting, as well as experience in managing a team of accountants.The Senior Financial Professional will be responsible for maintaining...
-
Financial Planner
2 weeks ago
Gatineau, Quebec, Canada BMO Financial Full timeApplication Deadline:03/28/2025Address:99, boulevard de l'Hopital Job Family Group:Retail Banking Sales & ServiceJoignez-vous à BMO – imaginez les possibilités. Êtes-vous à la recherche d'une occasion de laisser votre esprit entrepreneurial briller et de transformer votre potentiel en rendement grâce à d'excellentes possibilités de...
-
Financial Planning and Analysis Leader
2 days ago
Gatineau, Quebec, Canada Emballages Mitchel-Lincoln Ltée Full timeAt Emballages Mitchel-Lincoln Ltée, we are seeking a highly skilled Financial Planning and Analysis (FP&A) leader to drive strategic decision-making across our corrugated packaging manufacturing business. As the first member of the FP&A department, you will be responsible for establishing and driving the financial planning and analysis function.The ideal...