Strategic Financial Planner | Grow Client Wealth

BMO; Springdale; On-site; CAD 60,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Other perks and rewards

Job summary

BMO Financial Group in Newfoundland and Labrador is seeking a Financial Planner to deliver personalized financial and investment planning, advising clients on solutions like mutual funds and retirement plans. You will identify needs, build relationships, and grow new business through referrals and outreach.

The role emphasizes strong communication, collaboration, and adherence to regulatory requirements, with environment-oriented to community banking and a broad benefit package.

Qualifications

• 3-5 years of relevant experience with a related post-secondary degree.
• Must meet provincial licensing requirements for Financial Planner.
• Advanced knowledge of the financial industry.
• Strong verbal & written communication skills.
• Strong collaboration, analytical and problem-solving abilities.
• Influence skills in client discussions and referrals.

Responsibilities

• Provide financial and investment planning and advice to clients.
• Identify client needs and recommend solutions including mutual funds and retirement plans.
• Grow loyalty through relationships and proactive outreach.
• Meet sales and performance targets and contribute to business development.
• Collaborate with partners to deliver seamless service and referrals.

Skills

Sales targets

Client needs analysis

Communication

Relationship building

Problem solving

Education

Post-secondary degree

Licensing as Financial Planner (provincial)

Job description

BMO Financial Group in Newfoundland and Labrador is seeking a Financial Planner to deliver personalized financial and investment planning, advising clients on solutions like mutual funds and retirement plans. You will identify needs, build relationships, and grow new business through referrals and outreach.

The role emphasizes strong communication, collaboration, and adherence to regulatory requirements, with environment-oriented to community banking and a broad benefit package.