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 and identify opportunities
• Implement business development strategies, including outbound calling campaigns and cultivating branch referrals, to acquire new business
• Develop and implement relationship management plans to meet specific client needs
• Identify opportunities to generate referrals for personal and commercial banking products such as lending and investments
• Analyze data and information to provide strategic insights and recommendations
• Maintain current knowledge of personal investment products, practices, and industry trends
• Ensure compliance with all 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 the 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 accident/life insurance
• Tuition reimbursement
• Retirement savings plans

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, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.