Financial Planning Professional

7 days ago


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

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


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