Financial Planner: Build Relationships, Grow Wealth with Support

BMO; New Jersey; On-site; USD 45,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Job summary

BMO Financial Group seeks a driven Financial Planner in New Jersey to deliver tailored financial planning and investment guidance. You will build lasting relationships with clients, assess needs, and guide them toward suitable managed products and services while collaborating with partners to expand solutions.

The role emphasizes proactive client engagement, adherence to regulatory standards, and a focus on achieving sales and service targets within a supportive team environment.

Qualifications

• Typically 3–5 years of relevant experience.
• Post-secondary degree in related field or equivalent experience.
• Advanced knowledge of financial industry and products.

Responsibilities

• Lead needs-based assessments with new and existing customers to grow loyalty.
• Develop and implement business development strategies to acquire new business.
• Engage customers to grow BMO’s business through appointments and referrals.
• Identify opportunities during conversations to generate referrals for banking and investments.
• Support achievement of sales and performance targets.
• Develop relationship management plans to meet client needs.
• Respond to investment requests and refer to partners when appropriate.

Skills

Financial planning

Sales

Relationship building

Analytical

Problem solving

Regulatory knowledge

Influence skills

Collaboration & teamwork

Education

Post-secondary degree

Job description

BMO Financial Group seeks a driven Financial Planner in New Jersey to deliver tailored financial planning and investment guidance. You will build lasting relationships with clients, assess needs, and guide them toward suitable managed products and services while collaborating with partners to expand solutions.

The role emphasizes proactive client engagement, adherence to regulatory standards, and a focus on achieving sales and service targets within a supportive team environment.