Financial Planner

BMO; Kelowna; On-site; CAD 43,000 - 81,000; Full time

Job summary

A leading financial institution in Canada is seeking a Financial Planner to provide financial and investment planning services to clients. You will proactively engage with customers, implement business strategies, and analyze data to support their financial goals. The ideal candidate has 3-5 years of relevant experience, excellent communication skills, and must meet licensing requirements. This role offers a salary starting at $55,000 plus commission potential.

Benefits

Health insurance

Tuition reimbursement

Retirement plans

Qualifications

• 3-5 years of relevant experience as a Financial Planner.
• Must meet licensing requirements in the employment province.
• Advanced knowledge of the financial industry.

Responsibilities

• Engage with customers to assess needs and grow loyalty.
• Implement business strategies to acquire new clients.
• Analyze data to provide strategic recommendations.
• Support sales and performance targets.

Skills

Communication skills

Collaboration skills

Analytical skills

Problem-solving skills

Influence skills

Education

Post-secondary degree

Job description

Application Deadline: 08 / 06 / 2025

Address: 1875 Dilworth Drive

Job Family Group: Retail Banking Sales & Service

Join 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.

This role involves providing financial and investment planning and advice to deliver solutions in the best interests of the customer. It includes determining client needs, selling managed products and services (e.g., mutual funds, retirement savings plans), and referring clients to business partners for other solutions.

1. Proactively engage with new and existing customers to assess needs, grow loyalty, and identify opportunities.
2. Implement business development strategies to acquire new clients through outbound calls and referrals.
3. Engage with the community to generate new relationships and grow BMO's business.
4. Identify opportunities during customer conversations to generate referrals for banking products.
5. Support sales and performance targets.
6. Develop and execute relationship management plans tailored to client needs.
7. Respond to investment requests and refer clients to partners when appropriate.
8. Develop solutions based on business strategy and stakeholder needs.
9. Analyze data to provide insights and strategic recommendations.
10. Ensure timely and accurate service delivery.
11. Introduce clients to investment strategies and help them set financial goals.
12. Understand customer needs and incorporate marketing promotions into conversations.
13. Contribute to improving business results and customer experience.
14. Maintain current knowledge of investment products, practices, and trends.
15. Work across multiple branches and channels as needed.
16. Build relationships with stakeholders and ensure regulatory compliance.
17. Think creatively and propose innovative solutions.
18. Exercise judgment in diagnosing and solving problems within rules.
19. Work independently with broader responsibilities as needed.

Qualifications:

• Typically 3-5 years of relevant experience with a related post-secondary degree or equivalent experience.
• Must meet licensing and registration requirements as a Financial Planner in the employment province or territory.
• Advanced knowledge of the financial industry.
• Specialized knowledge from education and/or experience.
• Excellent verbal and written communication skills.
• Strong collaboration and team skills.
• Analytical and problem-solving skills.
• Influence skills.

Starting salary is $55,000 plus commission potential.

Salary Range: $43,200 - $80,300

Pay Type: Salaried & Commission

Salaries vary based on location, skills, experience, education, and qualifications, and may include performance incentives, bonuses, and other perks. Part-time roles are pro-rated. The total compensation may include additional benefits such as health insurance, tuition reimbursement, and retirement plans. More details are available at: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. We aim to create positive change for our customers, communities, and employees. We foster a culture of collaboration, innovation, and growth, transforming lives and powering economic progress worldwide.

As a team member, you are valued, respected, and heard. We support your growth with training, coaching, and development opportunities to help you make an impact from day one, for yourself and our customers. Visit us at https://jobs.bmo.com/ca/en for more information.

BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available upon request during all stages of the hiring process. To request accommodations, contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes except directly from candidates. Resumes sent unsolicited will be considered BMO property, and no fees will be paid for such submissions. Agencies must have a valid contract to submit resumes.