Financial Planner & Investment Advisor

BMO Financial Group; Smiths Falls; On-site; CAD 43,000 - 81,000; Full time

Job summary

A leading financial institution in Ontario is seeking a Financial Planner to provide tailored financial advice and investment strategies. This role requires building strong relationships with clients while achieving sales targets. Candidates should have 3-5 years of relevant experience and a post-secondary degree. The position offers a starting salary of $55,000 plus commissions, and a comprehensive benefits package. Join a collaborative team and make an impact on clients’ financial goals.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Commission structure

Qualifications

• Typically between 3-5 years of relevant experience.
• Must meet regulatory requirements for a Financial Planner.
• Advanced working knowledge of financial industry.

Responsibilities

• Provide financial and investment planning and advice.
• Engage with customers to promote services and solutions.
• Implement business development strategies for growth.

Skills

Verbal & written communication skills

Collaboration & team skills

Analytical and problem solving skills

Influence skills

Education

Post-secondary degree in related field

Job description

A leading financial institution in Ontario is seeking a Financial Planner to provide tailored financial advice and investment strategies. This role requires building strong relationships with clients while achieving sales targets. Candidates should have 3-5 years of relevant experience and a post-secondary degree. The position offers a starting salary of $55,000 plus commissions, and a comprehensive benefits package. Join a collaborative team and make an impact on clients’ financial goals.