Financial Planner

Responsibilities

• Provide financial and investment planning advice to help customers achieve their financial goals through managed products and services.
• Proactively engage with new and existing customers to identify immediate and future financial opportunities.
• Implement business development strategies, including outbound calling and cultivating branch referrals, to acquire new business.
• Develop and implement relationship management plans tailored to individual client needs.
• Identify opportunities to generate referrals for personal and commercial banking products such as lending and investments.
• Maintain current knowledge of personal investment products, practices, and industry trends.
• Ensure all activities comply with regulatory, legal, and ethical requirements while protecting the Bank's assets.

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.
• Must meet all regulatory and governing body licensing and registration requirements for a Financial Planner in the province of employment.
• Advanced working knowledge of the financial industry.
• Strong verbal and written communication skills.
• In-depth analytical, problem-solving, and influence skills.
• Proven ability to work independently and collaborate effectively within a team.

Benefits

• Competitive salary and commission structure.
• Comprehensive health insurance and accident/life insurance.
• Retirement savings plans.
• Tuition reimbursement and professional development opportunities.
• Performance-based incentives and discretionary bonuses.

About the Company

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. With over 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally. We are committed to an inclusive, equitable, and accessible workplace where our people can thrive and make a lasting impact.