Financial Planner: Grow Your Clients & Investments

BMO U.S.; Burlington; On-site; CAD 45,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is hiring a Financial Planner to deliver tailored financial and investment planning, supported by an appointed client base and training program. You will proactively engage with customers to grow relationships and meet sales targets, while providing risk-aware recommendations and collaborating with partners.

Responsibilities include needs-based assessments, presenting investment strategies, and referrals to partners. Branch coverage may vary to meet market needs.

Qualifications

• 3–5 years of relevant experience and post-secondary degree or equivalent
• Regulatory licensing/registration requirements for Financial Planner in province/territory
• Advanced working knowledge of financial industry and products
• Strong verbal and written communication skills
• Collaborative and team-oriented with analytical problem-solving abilities

Responsibilities

• Provide financial and investment planning and advice to meet client goals
• Develop and implement relationship management plans to service clients
• Drive business development through outbound calls and referrals
• Identify opportunities to expand personal and commercial banking products
• Maintain knowledge of investment products and trends to guide client conversations

Skills

Client relationships

Sales & advisory

Communication skills

Analytical thinking

Team collaboration

Education

Bachelor's degree or higher

Tools

Financial planning software

Job description

BMO Financial Group is hiring a Financial Planner to deliver tailored financial and investment planning, supported by an appointed client base and training program. You will proactively engage with customers to grow relationships and meet sales targets, while providing risk-aware recommendations and collaborating with partners.

Responsibilities include needs-based assessments, presenting investment strategies, and referrals to partners. Branch coverage may vary to meet market needs.