Financial Planner: Growth, Training & Commission

BMO U.S.; Edmonton; On-site; CAD 60,000 - 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 seeking a Financial Planner in Edmonton to deliver personalized financial and investment planning. The role emphasizes needs-based assessments, relationship growth, and proactive engagement with clients and prospects within a collaborative team.

You will receive industry-leading training, support, and access to a client portfolio to develop lasting relationships. A post-secondary degree and regulatory licensing are required.

Qualifications

• 3–5 years of relevant experience in financial planning or related field.
• Post-secondary degree in related field; regulatory licensing/registration requirements must be met.

Responsibilities

• Provide financial and investment planning and advice to deliver client-centered solutions.
• Identify client needs and recommend managed products and services (mutual funds, retirement plans, etc.).
• Develop and implement relationship plans to grow client loyalty and drive revenue.
• Proactively engage with new and existing clients; schedule appointments and build community referrals.
• Collaborate with partners to address personal and commercial banking needs.

Skills

Financial planning

Relationship building

Sales skills

Communication

Analytical thinking

Problem solving

Education

Bachelor's degree or higher

Tools

Financial planning tools

Job description

BMO Financial Group is seeking a Financial Planner in Edmonton to deliver personalized financial and investment planning. The role emphasizes needs-based assessments, relationship growth, and proactive engagement with clients and prospects within a collaborative team.

You will receive industry-leading training, support, and access to a client portfolio to develop lasting relationships. A post-secondary degree and regulatory licensing are required.