Investment & Financial Planning Advisor

BMO U.S.; Sarnia; On-site; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a Financial Planner in Ontario to deliver tailored financial planning and investment advice. You will work with clients to assess needs, present suitable solutions, and build lasting relationships within the community.

The role focuses on growth through prospecting, referrals, and service excellence. The position requires strong communication, analytical thinking, and a commitment to regulatory compliance.

Qualifications

• Verbal & written communication is essential.
• Strong collaboration and teamwork abilities are required.
• Excellent analytical and problem-solving skills.
• Ability to influence and advise clients on financial decisions.

Responsibilities

• Provide financial and investment planning and advice to help clients meet goals.
• Identify client needs and offer solutions via managed products and services.
• Engage clients to grow the bank’s business through meetings and referrals.
• Maintain knowledge of investment products and market trends to advise clients.

Skills

Verbal & written communication

Collaboration & teamwork

Analytical & problem solving

Influence & advisory skills

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking a Financial Planner in Ontario to deliver tailored financial planning and investment advice. You will work with clients to assess needs, present suitable solutions, and build lasting relationships within the community.

The role focuses on growth through prospecting, referrals, and service excellence. The position requires strong communication, analytical thinking, and a commitment to regulatory compliance.