Financial Planner: Grow Your Client Portfolio & Earnings

BMO; Central Ontario; On-site; CAD 65,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Planner role in Ontario offers a path to apply entrepreneurial spirit to help customers achieve financial goals. You will receive industry-leading training and a portfolio of clients to build lasting relationships, operating within a collaborative team and strong support network.

The position emphasizes needs-based assessments, proactive engagement, and solutions across personal and commercial banking products, with a focus on achieving sales targets and delivering timely, accurate

Qualifications

• 3–5 years of relevant experience in financial planning.
• Post-secondary degree in related field.
• Regulatory/licensing requirements for Financial Planner in Canada.
• Advanced knowledge of the financial industry.
• Strong verbal and written communication; analytical skills.

Responsibilities

• Provide financial and investment planning and advice.
• Assess client needs and offer solutions via managed products.
• Engage with new and existing customers to grow relationships.
• Develop and implement relationship management plans.
• Meet sales and performance targets.
• Collaborate with partners and referrals.

Skills

Financial planning

Sales skills

Relationship management

Analytical thinking

Communication skills

Education

Post-secondary degree

Job description

BMO Financial Planner role in Ontario offers a path to apply entrepreneurial spirit to help customers achieve financial goals. You will receive industry-leading training and a portfolio of clients to build lasting relationships, operating within a collaborative team and strong support network.

The position emphasizes needs-based assessments, proactive engagement, and solutions across personal and commercial banking products, with a focus on achieving sales targets and delivering timely, accurate