Financial Planner: Grow Clients’ Wealth & Relationships

Bank N.A.; Calgary; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Financial Planner in Calgary to provide client-focused financial and investment planning. You will assess client needs, propose solutions, and grow relationships through referrals and personalized service.

You will work with a collaborative team, leveraging extensive training and a strong support network to help clients meet their financial goals and secure their future. Opportunities for advancement and rewards are emphasized.

Qualifications

• 3-5 years of relevant experience and post-secondary degree in related field.
• Must meet regulatory licensing and registration requirements of a Financial Planner.
• Advanced working knowledge of financial industry.
• Strong verbal & written communication, collaboration & analytical abilities.

Responsibilities

• Provide financial and investment planning and advice to deliver solutions in the best interests of the customer.
• Identify client needs and provide solutions through sales of managed products and services (e.g. mutual funds, retirement plans).
• Develop and implement a relationship management plan to meet client needs.
• Engage with new and existing customers to grow loyalty and opportunities; build referrals.
• Support achievement of sales and performance targets and participate in business development activities.
• Maintain knowledge of personal investment products and market trends and collaborate with partners.

Skills

Sales skills

Customer needs assessment

Financial planning

Analytical skills

Communication skills

Team collaboration

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a Financial Planner in Calgary to provide client-focused financial and investment planning. You will assess client needs, propose solutions, and grow relationships through referrals and personalized service.

You will work with a collaborative team, leveraging extensive training and a strong support network to help clients meet their financial goals and secure their future. Opportunities for advancement and rewards are emphasized.