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 through needs-based assessments to grow loyalty
• Implement business development strategies, including outbound calling campaigns and cultivating branch referrals
• Identify opportunities to generate referrals for personal and commercial banking products such as lending and investments
• Develop and implement relationship management plans to meet specific client needs
• Introduce clients to investment strategies and use guidance tools to help them make financial progress
• Maintain current knowledge of personal investment products, practices, and industry trends
• Protect the Bank's assets by complying with all regulatory, legal, and ethical requirements

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 collaborate effectively within a team environment

Benefits

• Competitive salary and commission structure
• Performance-based incentives and discretionary bonuses
• Health insurance and life insurance
• Retirement savings plans
• Tuition reimbursement and professional development support

About the Company

BMO is a leading North American bank driven by a purpose to Boldly Grow the Good in business and life. Serving more than 12 million customers, BMO provides personal and commercial banking, wealth management, and investment services. We are committed to an inclusive, equitable, and accessible workplace where employees are supported with industry-leading training and coaching to reach their full potential.