Financial Planner

BMO; Montreal; On-site; CAD 44,000 - 83,000; Full time

Job summary

A leading financial institution in Montreal seeks a Financial Planner to provide tailored investment solutions and advice to clients. The role involves engaging with customers, analyzing their needs, and recommending financial products. Ideal candidates will have a post-secondary degree and 3-5 years of relevant experience. Join a company committed to positive change and employee growth.

Benefits

Performance incentives

Bonuses

Benefits

Insurance

Retirement plans

Training and coaching

Qualifications

• Typically 3-5 years of relevant experience.
• Must meet licensing and registration requirements of a Financial Planner.

Responsibilities

• Engages with customers to grow business and identify opportunities.
• Implements business development strategies and supports sales targets.
• Analyzes data to provide insights and recommendations.

Skills

Communication

Collaboration

Analytical Skills

Problem Solving

Influencing Skills

Education

Post-secondary degree

Job description

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Provides financial and investment planning and advice to deliver solutions in the best interests of the customer. Determines client needs and provides solutions through the sales of managed products and services (e.g., mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly via referrals to business partners.

1. Proactively engages with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify opportunities.
2. Implements business development strategies to acquire new business (outbound calling campaigns, cultivating branch referrals).
3. Engages customers to grow BMO’s business by reaching out, generating appointments, and building relationships within the community.
4. Identifies opportunities during customer conversations to generate referrals for banking and investment products.
5. Supports sales and performance targets.
6. Develops and implements a relationship management plan tailored to client needs.
7. Responds to investment requests, aligning solutions with customer goals, and refers to partners when appropriate.
8. Develops solutions and makes recommendations based on business strategy and stakeholder needs.
9. Analyzes data and strategic problems to provide insights and recommendations.
10. Delivers timely, accurate, and efficient service.
11. Introduces clients to investment strategies, setting goals and guiding financial progress.
12. Understands customer needs and integrates marketing promotions into conversations for strategic advice.
13. Contributes to overall business improvements and enhances customer experience.
14. Maintains knowledge of investment products, practices, and trends, and applies this knowledge in customer interactions.
15. May work across multiple branches and channels based on market needs.
16. Builds effective relationships with stakeholders.
17. Protects assets and complies with regulatory, legal, and ethical standards.
18. Focus may be on specific business groups.
19. Proposes creative solutions and exercises judgment within rules.
20. Works mostly independently; broader responsibilities may be assigned as needed.

Qualifications:

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

Salary:

$44,500.00 - $82,500.00

Pay Type:

Salaried & Commission

Salaries vary by location, skills, experience, education, and qualifications. The total compensation may include performance incentives, bonuses, benefits, insurance, and retirement plans. For more details, visit BMO 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 customers, communities, and employees through innovation and collaboration.

We support employee growth with training, coaching, and development opportunities. Learn more at our careers page.

BMO is committed to an inclusive, equitable, and accessible workplace. Accommodations are available upon request during the recruitment process.