Financial Planner

BMO Financial; Nanaimo; On-site; CAD 55,000 - 70,000; Full time

Job summary

An established industry player is seeking a motivated Financial Planner to join their team. This role offers a unique opportunity to help clients achieve their financial goals while providing industry-leading training and support. You will engage with clients, assess their needs, and offer tailored financial solutions, all while building lasting relationships. This position not only promises great earning potential but also allows you to thrive in a collaborative environment where your entrepreneurial spirit can shine. If you are passionate about finance and helping others, this is the perfect opportunity for you.

Qualifications

• 3-5 years of relevant experience in financial planning.
• Must meet licensing and registration requirements.

Responsibilities

• Providing financial and investment planning advice to clients.
• Implementing business development strategies to acquire new clients.
• Analyzing data to provide insights and strategic recommendations.

Skills

Financial Planning

Investment Strategies

Client Relationship Management

Data Analysis

Communication Skills

Problem-Solving

Education

Post-Secondary Degree

Job description

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, and a portfolio of clients to build lasting relationships. As a BMO Financial Planner, you will be part of a collaborative team with access to a strong support network to help you achieve your full potential.

Responsibilities include:

• Providing financial and investment planning and advice to serve the best interests of clients.
• Assessing client needs and offering solutions through the sale of managed products and services (e.g., mutual funds, retirement plans).
• Referring clients to business partners for additional solutions.
• Engaging proactively with customers and prospects to grow loyalty and identify opportunities.
• Implementing business development strategies to acquire new clients.
• Building relationships within the community to expand BMO’s business.
• Generating referrals and supporting sales targets.
• Developing and executing relationship management plans.
• Responding to investment requests and referring clients to partners when appropriate.
• Analyzing data to provide insights and strategic recommendations.
• Delivering timely and accurate service.
• Introducing clients to investment strategies and helping them set financial goals.
• Staying informed on current products, practices, and trends.

Qualifications:

• 3-5 years of relevant experience and a post-secondary degree or equivalent.
• Must meet licensing and registration requirements for a Financial Planner in the province or territory.
• Strong knowledge of the financial industry.
• Excellent communication, collaboration, and problem-solving skills.

Starting salary is $55,000 plus commission potential.