Financial Planner

Bank of Montreal; Mississauga; On-site; CAD 45,000 - 85,000; Full time

Job summary

A major financial institution in Mississauga is seeking a Financial Planner to provide financial and investment advice. The ideal candidate has 3-5 years of experience, a relevant degree, and specializes in customer engagement and financial planning. This full-time role offers a salary range of $45,500 to $84,500, along with various benefits including health insurance and performance incentives.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• Typically between 3-5 years of relevant experience.
• Must meet the regulatory licensing requirements of a Financial Planner.

Responsibilities

• Engages customers to grow the bank's business.
• Implements business development strategies.
• Develops solutions to fulfill client investment needs.

Skills

Financial Planning

Analytical and problem solving skills

Verbal & written communication skills

Collaboration & team skills

Influence skills

Education

Post-secondary degree in related field

Tools

Microsoft Outlook

Microsoft Powerpoint

Job description

Overview

Application Deadline: 10 / 22 / 2025

Address: 985 Dundas Street East

Job Family Group: Retail Banking Sales & Service

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.

Responsibilities

• 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 customers 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 Banks 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.

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: $45,500.00 - $84,500.00

Pay Type: Salaried & Commission

The above represents BMO Financial Groups 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 Groups expected target for the first year in this position.

BMO Financial Groups 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 : Us

At 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. Well 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 well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others 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.

Key Skills

Estate Law,Trusts,Wealth Management,Financial Services,Financial Concepts,Microsoft Outlook,Microsoft Powerpoint,Securities Law,Financial Analysis,Budgeting,Financial Planning,Wills

Employment Details

• Employment Type: Full-Time
• Experience: years
• Vacancy: 1

Note: Salary and other details may be subject to change. This listing reflects the information as provided.