Financial Planner: Grow Clients' Wealth & Your Career

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

Job summary

A leading financial institution seeks a Financial Planner in Clarington, Ontario. In this role, you will provide financial and investment planning tailored to clients' needs. Candidates should have 3-5 years in financial services and a relevant degree. The position includes a starting salary of $55,000 with commission potential, and offers comprehensive benefits, including health insurance and retirement plans. Join a collaborative team where your entrepreneurial spirit can thrive.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Qualifications

• 3-5 years of relevant experience in financial services.
• Must fulfill licensing requirements for Financial Planner in Ontario.
• Specialized knowledge from education or business experience.

Responsibilities

• Engage with customers and provide needs-based assessments.
• Implement strategies for business development.
• Identify opportunities for referrals in banking products.
• Maintain knowledge of personal investment products.

Skills

Financial industry knowledge

Communication skills

Analytical skills

Collaboration skills

Problem-solving skills

Influencing skills

Education

Post-secondary degree in related field

Regulatory licensing requirements

Job description

A leading financial institution seeks a Financial Planner in Clarington, Ontario. In this role, you will provide financial and investment planning tailored to clients' needs. Candidates should have 3-5 years in financial services and a relevant degree. The position includes a starting salary of $55,000 with commission potential, and offers comprehensive benefits, including health insurance and retirement plans. Join a collaborative team where your entrepreneurial spirit can thrive.