Client-Focused Financial Planner with Growth & Commission

BMO; Vancouver; On-site; CAD 60,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO Financial Group is hiring a Financial Planner in Downtown Vancouver to deliver financial planning and investment advice with a client-centric approach. You will engage clients with needs-based assessments, build lasting relationships, and collaborate with partners to provide solutions aligned with client goals.

The role emphasizes a proactive sales mindset, regulatory compliance, and ongoing knowledge of personal financial products to support customers’ financial progress in a competitive

Qualifications

• Typically 3–5 years of relevant experience and post-secondary degree in related field of study.
• Must meet regulatory licensing requirements for Financial Planner in the employment province.
• Advanced working knowledge of financial industry.
• Analytical and problem solving skills are in-depth.
• Verbal & written communication skills - in-depth.

Responsibilities

• Prospect new clients through engagement and needs-based assessments to grow loyalty.
• Develop and implement a relationship management plan to meet client needs.
• Provide financial and investment planning and advice across products (mutual funds, RRSPs, etc.).
• Identify opportunities and refer to partners for additional banking solutions.
• Collaborate with internal stakeholders to achieve sales and performance targets.

Skills

Financial planning

Sales ability

Communication skills

Analytical thinking

Education

Post-secondary degree

Job description

BMO Financial Group is hiring a Financial Planner in Downtown Vancouver to deliver financial planning and investment advice with a client-centric approach. You will engage clients with needs-based assessments, build lasting relationships, and collaborate with partners to provide solutions aligned with client goals.

The role emphasizes a proactive sales mindset, regulatory compliance, and ongoing knowledge of personal financial products to support customers’ financial progress in a competitive