Financial Planner: Grow Wealth & Build Client Relationships

Socket.dev; Toronto; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group is seeking a Financial Planner to provide financial and investment planning and advice, delivering optimal solutions to clients. You will determine client needs and recommend products, while building lasting relationships through collaborative support and a client-centric approach.

You will engage in proactive prospecting, develop plans, and help clients reach financial goals. Training, career growth, and a strong team network are part of the opportunity.

Qualifications

• Typically 3–5 years of relevant experience and a post-secondary degree.
• Must meet regulatory licensing/registration requirements of a Financial Planner in the employment province/territory.
• Advanced working knowledge of the financial industry."
• Specialized knowledge from education and/or business experience.
• Strong verbal & written communication skills - in-depth.
• Strong collaboration & teamwork skills - in-depth.
• Strong analytical and problem-solving skills - in-depth.
• Strong influence skills - in-depth.

Responsibilities

• Lead needs-based assessments to grow loyalty and identify opportunities.
• Develop and implement business development strategies to acquire new business.
• Engage customers to grow the bank’s business through appointments and relationships.
• Identify opportunities to generate referrals for personal and commercial banking products.
• Support achievement of sales and performance targets.
• Build and execute a relationship management plan to meet client needs.

Skills

Financial Planning

Sales & Service

Communication

Analytical Thinking

Influence Skills

Team Collaboration

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a Financial Planner to provide financial and investment planning and advice, delivering optimal solutions to clients. You will determine client needs and recommend products, while building lasting relationships through collaborative support and a client-centric approach.

You will engage in proactive prospecting, develop plans, and help clients reach financial goals. Training, career growth, and a strong team network are part of the opportunity.