Financial Planner

BMO Financial; Montreal; On-site; CAD 45,000 - 85,000; Full time

Job summary

A leading financial institution is looking for a Financial Planner in Montreal. This role involves providing financial advice, engaging with clients, analyzing data to identify business opportunities, and driving customer loyalty. Candidates should possess a related degree and have 3-5 years of experience in the financial industry. Competitive salary and comprehensive benefits are offered, fostering an inclusive work environment.

Benefits

Health insurance

Tuition reimbursement

Insurance

Retirement plans

Qualifications

• 3-5 years of relevant experience.
• Licensing and registration as a Financial Planner.
• Advanced knowledge of the financial industry.

Responsibilities

• Engage customers and identify opportunities for products.
• Implement business development strategies.
• Analyze data for insights and recommendations.

Skills

Verbal communication

Written communication

Collaboration

Analytical skills

Problem-solving

Influence skills

Education

Post-secondary degree in related field

Job description

Application Deadline : 09 / 04 / 2025

Address : 2650 Victoria Street

Job Family Group : Retail Banking Sales & Service

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). Provides other solutions indirectly through referrals to business partners.

• Leads proactive engagement with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify opportunities.
• Implements business development strategies to acquire new business, including outbound calling campaigns and cultivating branch referrals.
• Engages customers to grow BMO's business by reaching out, generating appointments, and building relationships within the community.
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products.
• Supports the achievement of sales and performance targets.
• Develops and implements a relationship management plan to meet client needs.
• Responds to customer investment requests and refers to partners when appropriate.
• Develops solutions and makes recommendations based on business strategy and stakeholder needs.
• Analyzes data and information to provide insights and recommendations.
• Delivers timely, accurate, and efficient service.
• Introduces clients to investment strategies and helps set financial goals.
• Probes to understand customer needs and integrates marketing promotions into conversations.
• Contributes to improving business results and customer experience.
• Maintains current knowledge of investment products, practices, and trends.
• May work across multiple branches and channels based on market needs.
• Builds effective relationships with stakeholders.
• Protects assets and complies with regulatory requirements.
• May focus on a specific business group.
• Thinks creatively and proposes new solutions.
• Uses judgment to diagnose and solve problems within rules.
• Works independently with broader responsibilities as needed.

Qualifications :

Typically 3-5 years of relevant experience with a related post-secondary degree or equivalent experience.

Meets licensing and registration requirements as a Financial Planner in the employment province/territory.

Advanced knowledge of the financial industry.

Specialized knowledge from education and/or experience.

Excellent verbal & written communication skills.

Strong collaboration & team skills.

Deep analytical and problem-solving skills.

Effective influence skills.

Salary : $45,500.00 - $84,500.00

Pay Type : Salaried & Commission

Salaries vary based on location, skills, experience, and qualifications, and may include incentives and bonuses. Part-time salaries are pro-rated. The listed salary is the target for the first year for commission roles.

BMO offers a comprehensive benefits package, including health insurance, tuition reimbursement, insurance, and retirement plans. More details can be found on our website.

About Us

At BMO, our purpose is to create lasting positive change for customers, communities, and employees. We foster innovation, support growth, and aim to transform lives and businesses worldwide.

As part of our team, you are valued, respected, and supported to grow and make an impact. We provide training, coaching, and development opportunities to help you succeed.

Visit us at our website for more information.

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

Note to Recruiters : BMO does not accept unsolicited resumes. Resumes from third-party agencies require a valid agency agreement. Resumes sent unsolicited will be considered property of BMO and no fee will be paid for placements resulting from such resumes.