Strategic Financial Planner - Build Wealth & Relationships

BMO Financial Group; Milton; On-site; CAD 45,000 - 85,000; Full time

Job summary

A leading financial institution located in Halton Region, Milton is looking for a Financial Planner. In this role, you will help clients achieve financial goals through personalized investment solutions. Responsibilities include engaging clients, developing business strategies, and maintaining strong relationships. Candidates should have relevant experience and a degree in a related field. The role offers a competitive salary range of $45,500 - $84,500, along with commissions and a comprehensive benefits package.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

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

Responsibilities

• Provide financial and investment planning to customers.
• Engage with new and existing customers proactively.
• Identify opportunities for referrals and generate leads.
• Develop and implement relationship management plans.
• Maintain knowledge of personal investment products.

Skills

Financial industry knowledge

Verbal communication

Written communication

Collaboration

Analytical skills

Problem solving

Influencing skills

Education

Post-secondary degree in related field

Job description

A leading financial institution located in Halton Region, Milton is looking for a Financial Planner. In this role, you will help clients achieve financial goals through personalized investment solutions. Responsibilities include engaging clients, developing business strategies, and maintaining strong relationships. Candidates should have relevant experience and a degree in a related field. The role offers a competitive salary range of $45,500 - $84,500, along with commissions and a comprehensive benefits package.