Financial Planner

BMO U.S.; Burlington; Vor Ort; CAD 45.000 - 100.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Zusammenfassung

BMO Financial Group is hiring a Financial Planner to deliver tailored financial and investment planning, supported by an appointed client base and training program. You will proactively engage with customers to grow relationships and meet sales targets, while providing risk-aware recommendations and collaborating with partners.

Responsibilities include needs-based assessments, presenting investment strategies, and referrals to partners. Branch coverage may vary to meet market needs.

Qualifikationen

• 3–5 years of relevant experience and post-secondary degree or equivalent
• Regulatory licensing/registration requirements for Financial Planner in province/territory
• Advanced working knowledge of financial industry and products
• Strong verbal and written communication skills
• Collaborative and team-oriented with analytical problem-solving abilities

Aufgaben

• Provide financial and investment planning and advice to meet client goals
• Develop and implement relationship management plans to service clients
• Drive business development through outbound calls and referrals
• Identify opportunities to expand personal and commercial banking products
• Maintain knowledge of investment products and trends to guide client conversations

Kenntnisse

Client relationships

Sales & advisory

Communication skills

Analytical thinking

Team collaboration

Ausbildung

Bachelor's degree or higher

Tools

Financial planning software

Jobbeschreibung

Application Deadline:10/08/2026Address:1841 Walkers LineJob 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. 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.Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.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 :$45,000.00 - $100,000.00Pay Type:Salaried & CommissionThe 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-RewardsAbout UsAt 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.