Financial Planner

4 weeks ago

Halifax, Nova Scotia, Canada BMO Financial Full time

Application Deadline:

03/09/2025

Address:

6980 Mumford Road, Unit 312

Job Family Group:

Retail Banking Sales & Service

Join 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 more. Expect to fill an important and rewarding role – helping your customers achieve their financial goals. You will be provided with industry-leading training, support as well as a portfolio of clients that you can continue to build lasting relationships. As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential.

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.

  • 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.
  • Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
  • 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 (e.g. personal banking, lending, and investments).
  • Supports the achievement of sales and performance targets.
  • Develops and implements a relationship management plan to meet the needs of client.
  • Responds to customer investment requests to fulfill investment product needs aligned with the customer's goals and refers the customer to partners where appropriate.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Executes work to deliver timely, accurate, and efficient service.
  • Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
  • Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
  • Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
  • May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
  • Builds effective relationships with internal/external stakeholders.
  • Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
  • Focus may be on a business/group.
  • Thinks creatively and proposes new solutions.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works mostly independently.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • 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.
  • 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.

Salary:

$42,300.00 - $78,400.00

Pay Type:

Salaried & Commission

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO 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.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

  • Financial Planner

    2 weeks ago

    Halifax, Nova Scotia, Canada BMO Financial Full time

    Application Deadline:03/23/2025Address:6980 Mumford Road, Unit 312 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

    4 days ago

    Halifax, Nova Scotia, Canada Government of Canada - Atlantic Full time

    Job OverviewThe Government of Canada - Atlantic is seeking a skilled Financial Planner to join our team. As a financial planner, you will play a critical role in advising on trust account investments and helping clients achieve their financial goals.

  • Financial Planner

    2 weeks ago

    Halifax, Nova Scotia, Canada TD Full time

    Financial Planner - HalifaxApply remote type On Site locations Halifax, Nova Scotia time type Full time posted on Posted 2 Days Ago job requisition id R_1398411Work Location: Dartmouth, Nova Scotia, CanadaHours: 37.5Line of Business: TD WealthPay Details: $50,000 - $70,000 CAD. This role is eligible for commission-based earnings.TD is committed to providing...

  • Financial Planner

    7 days ago

    Halifax, Nova Scotia, Canada BMO Full time

    Application Deadline:03/23/2025Address:6980 Mumford Road, Unit 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 more....

  • Financial Planner

    19 hours ago

    Halifax, Nova Scotia, Canada Royal Bank of Canada> Full time

    Job Summary Job Description What is the opportunity?As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients.   You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financial...

  • sun life financial advisor

    1 week ago

    Halifax, Nova Scotia, Canada Sun Life Financial Full time

    SUN LIFE FINANCIAL ADVISORLocations: Halifax, Nova ScotiaTime Type: Full timePosted on: Posted YesterdayJob Requisition ID: JR00034415You 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...

  • Sr. Event Planner

    4 weeks ago

    Halifax, Nova Scotia, Canada Connection Full time

    OverviewWhat We DoWe calm the confusion of IT by guiding the connection between people and technology. If a customer is looking for a better way to manage their warehouse inventory, equip their workforce, or secure their data, we make it happen. All it takes is finding the right combination of tech hardware, software, cloud solutions, and support services....

  • Financial Planner, Investment Retirement Planning

    4 days ago

    Halifax, Nova Scotia, Canada CUA Full time

    Members of the CUA Team work to create and deliver a great banking experience to 20,000 individuals and businesses across Nova Scotia. The CUA Difference is a combination of flexible products, personalized service and quick decisions made and delivered by people who know and love our Province. CUA's continued growth and member satisfaction reflects a team...

  • Financial Planning Consultant

    4 days ago

    Halifax, Nova Scotia, Canada Royal Bank of Canada> Full time

    Job Summary Job DescriptionWhat is the opportunity?RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family...

  • Wealth Management Specialist

    6 days ago

    Halifax, Nova Scotia, Canada TD Full time

    Job DescriptionWe're seeking an experienced professional to join our Financial Planning team. As a Financial Planner, you'll work closely with clients to help them achieve their financial goals through comprehensive financial planning and advice.Responsibilities:Identify client life and financial goals, provide comprehensive reviews, and build long-term...

  • Land Development Engineering Team Lead

    6 days ago

    Halifax, Nova Scotia, Canada Stantec Consulting International Ltd. Full time

    At Stantec Consulting International Ltd., we design with community in mind. We bring together the places that make communities feel like home, whether it's an urban park, a mixed-use community, an institutional building or a residential neighborhood.Job DescriptionWe are seeking a highly skilled and experienced Project Management Consultant for Community...

  • Planific. financ. I

    2 weeks ago

    Halifax, Nova Scotia, Canada TD Full time

    Lieu de travail : Dartmouth, Nouvelle-Écosse, Canada Horaire : 37.5 Secteur d'activité : Gestion de patrimoine TD Détails de la rémunération : $50,000 - $70,000 CAD Ce poste est admissible à des revenus de commission. La TD a à cœur d'offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le...

  • Planific. financ. I

    4 weeks ago

    Halifax, Nova Scotia, Canada TD Full time

    Lieu de travail :Dartmouth, Nouvelle-Écosse, CanadaHoraire :37.5Secteur d'activité :Gestion de patrimoine TDDétails de la rémunération :$50,000 - $70,000 CADCe poste est admissible à des revenus de commission.La TD a à cœur d'offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des...

  • Engineering Project Manager Team Lead

    3 weeks ago

    Halifax, Nova Scotia, Canada Stantec Consulting International Ltd. Full time

    Engineering Project Manager Team Lead - ( 240004KT )DescriptionAt Stantec, we bring together the places that make communities feel like home whether it's an urban park, a mixed-use community, an institutional building or a residential neighborhood. We do this because we're part of the community too and we care about the places where we live—just as much as...

  • Engineering Project Manager Team Lead

    2 weeks ago

    Halifax, Nova Scotia, Canada Stantec Consulting International Ltd. Full time

    Engineering Project Manager Team Lead - ( 240004KT )DescriptionAt Stantec, we bring together the places that make communities feel like home whether it's an urban park, a mixed-use community, an institutional building or a residential neighborhood. We do this because we're part of the community too and we care about the places where we live—just as much as...

  • Associé, Services-conseils de Gestion de patrimoine

    4 weeks ago

    Halifax, Nova Scotia, B0B, Nova Scotia, Canada TD Full time

    Lieu de travail :Halifax, Nouvelle-Écosse, CanadaHoraire :37.5Secteur d’activité :Gestion de patrimoine TDDétails de la rémunération :$49,300 - $69,700 CADLa TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement des compétences sont des caractéristiques essentielles...

  • Account Manager

    1 day ago

    Halifax, Nova Scotia, Canada STERIS Full time

    At STERIS, we help our Customers create a healthier and safer world by providing innovative healthcare and life science product and service solutions around the globe. Position Summary The Capital and Consumable Territory Sales Manager at STERIS (Hybrid) is responsible for the overall financial performance and Customer satisfaction in the assigned...

  • Planific. financ. I

    3 weeks ago

    Halifax, Nova Scotia, B0B, Nova Scotia, Canada TD Full time

    Lieu de travail :Dartmouth, Nouvelle-Écosse, CanadaHoraire :37.5Secteur d’activité :Gestion de patrimoine TDDétails de la rémunération :$50,000 - $70,000 CADCe poste est admissible à des revenus de commission.La TD a à cœur d’offrir une rémunération juste et équitable à tous les collègues. Les occasions de croissance et le perfectionnement...

  • Financial Planner

    3 weeks ago

    Halifax, Canada BMO Financial Group Full time

    Application Deadline: 03/09/2025Address: 6980 Mumford Road, Unit 312Job 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

    3 weeks ago

    Halifax, Canada BMO Financial Group Full time

    Date limite pour présenter sa candidature : 03/09/2025Adresse : 6980 Mumford Road, Unit 312Groupe de famille d'emploi : Ventes et service, Services bancaires aux particuliersJoin 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?...

  • Financial Planner

    3 weeks ago

    Halifax South, Canada RBC Full time

    Job SummaryJob Description What is the opportunity? As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients financial circumstances, creating long-term relationships through superior advice, financial planning expertise, and ongoing services. Your...

  • Financial Planner

    7 days ago

    Halifax,Nova Scotia, Canada Scotiabank Full time

    Requisition ID: 210975 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your...

  • Lead Supply Planner

    3 weeks ago

    Halifax, Canada Eastlink Full time

    Eastlink is a family owned, entrepreneurial and innovative company headquartered in Halifax, Nova Scotia. We take great pride in being a leader in delivering creative competitive, customer focused telecommunications solutions, and connecting our customers to the things and people that matter most. Serving a customer base across seven provinces, our advanced...

  • Network Planner

    3 weeks ago

    Halifax, Canada MOBIA Technology Innovations Full time

    Network Planner Remote MOBIA Technology Innovations is a Systems Integration company with multiple business unit areas: Broadband & Wireless Services, Managed Services, Infrastructure Solutions, Cybersecurity and Digital Transformation Services. Working with Service Providers, Government, Healthcare, and Enterprises across Canada, MOBIA has developed...

  • Network Planner

    2 weeks ago

    Halifax, Canada MOBIA Technology Innovations Full time

    Network Planner Remote MOBIA Technology Innovations is a Systems Integration company with multiple business unit areas: Broadband & Wireless Services, Managed Services, Infrastructure Solutions, Cybersecurity, and Application and Data Services. Working with Service Providers, Government, Healthcare, and Enterprises across Canada, MOBIA has developed...

  • Supply Planner

    3 weeks ago

    Halifax, Canada Eastlink Full time

    Eastlink is a family owned, entrepreneurial and innovative company headquartered in Halifax, Nova Scotia. We take great pride in being a leader in delivering creative competitive, customer focused telecommunications solutions, and connecting our customers to the things and people that matter most. Serving a customer base across seven provinces, our advanced...

  • Account Manager

    5 days ago

    Halifax, Canada Makrham Centre Financial Full time

    **Markham Centre Financial** is a customer-oriented Financial Services Company. Through providing Professional Financial Planning and Asset Management advice to our clients, we work with our clients to develop a portfolio that can help them grow their assets in a safe and stable environment, in hope to one day guide our clients in achieving their financial...

  • Wealth Planning Consultant

    2 weeks ago

    Halifax, Canada BMO Financial Group Full time

    1675 Grafton Street Halifax Nova Scotia,B3J 3N8 Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a...

  • Sun Life Financial Advisor

    7 days ago

    Halifax,Nova Scotia, Canada Sun Life Financial Full time

    You 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...

  • Financial Planning Consultant

    2 weeks ago

    Halifax, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Planning Consultant

    3 weeks ago

    Halifax, Canada RBC Full time

    Job SummaryJob Description What is the opportunity?RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors...

  • Financial Planning Specialist

    2 weeks ago

    Halifax, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. - At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Planning Specialist

    3 weeks ago

    Halifax, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Program Planner

    2 weeks ago

    Halifax, Canada Lockheed Martin Corporation Full time

    Project Management - Halifax, NS, Ottawa, ON - 16274BR **About the role** Responsibilities include: support to the program team to develop and maintain program schedules, support with the preparation of planning artifacts (WBS, IMP, reports), support proposals, attend internal/external meetings, schedule reconciliation with partner integration schedules,...

  • Event Planner

    4 days ago

    Halifax, Canada Halifax Tower Hotel Ltd. Full time

    Durée de l'emploi: Permanent - Langue de travail: Anglais - Heures de travail: 40 hours per week - Education: - Expérience: **Education**: - College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years **Number of participants**: - Up to 10 participants - 10-49 participants **Tasks**: - Develop risk management...

  • Regional Manager

    6 days ago

    Halifax, Canada CFMWS Full time

    **WHO WE ARE** The Canadian Forces Morale and Welfare Services (CFMWS) supports the Canadian Armed Forces members and their families wherever they are in the world through the provision of fitness, recreation and leisure activities, family and charitable support, retail as well as personal financial services. We offer our employees the opportunity to work...

  • Workforce Management, Capacity Planner

    1 week ago

    Halifax, Canada Manulife Full time

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and...

  • Property Large Loss Claims Consultant

    4 weeks ago

    Halifax, Canada Intact Financial Corporation Full time

    Nos employés sont au cœur de ce que nous faisons de mieux : aider les gens, les entreprises et la société à aller de l’avant dans les bons moments et à être résilients dans les moments difficiles. En vous joignant à notre équipe, vous contribuerez à ces efforts aux côtés de gens expérimentés et passionnés. Intégrez un milieu où vous...