Financial Planner - Build Wealth & Relationships

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

Job summary

A leading financial services provider is seeking Financial Planners to join their Vancouver team. This role involves engaging with customers to provide tailored financial advice and developing strategies to meet sales targets. Candidates should have 3-5 years of experience and possess a relevant post-secondary degree. BMO offers a competitive salary range of $45,500 to $84,500, as well as extensive training and a supportive workplace culture. Embrace the opportunity to grow your career at BMO.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Discretionary bonuses

Qualifications

• 3-5 years of relevant experience is required, ideally in financial services.
• Must meet regulatory licensing requirements for a Financial Planner.
• Advanced knowledge of the financial industry is essential.

Responsibilities

• Engage with customers to build relationships and identify opportunities.
• Implement business strategies to acquire and develop new business.
• Provide personalized investment recommendations based on client goals.

Skills

Verbal & written communication skills

Collaboration & team skills

Analytical and problem-solving skills

Influence skills

Education

Post-secondary degree in a related field

Job description

A leading financial services provider is seeking Financial Planners to join their Vancouver team. This role involves engaging with customers to provide tailored financial advice and developing strategies to meet sales targets. Candidates should have 3-5 years of experience and possess a relevant post-secondary degree. BMO offers a competitive salary range of $45,500 to $84,500, as well as extensive training and a supportive workplace culture. Embrace the opportunity to grow your career at BMO.