Financial Planner

BMO

Courtenay, CA
Base: $43,200.00 - $80,300.00; bonus/equity: commi...
Financial and investment planning
Sales of managed products
Needs-based assessments
Become a BMO Financial Planner and help customers achieve their financial goals with industry-leading training and support

Job Summary

  • Become a BMO Financial Planner and help customers achieve their financial goals with industry-leading training and support.
  • You will provide financial and investment planning, determine client needs, and offer solutions through sales and referrals.
  • BMO offers a competitive total compensation package including salary, commission, performance incentives, and comprehensive benefits.

Matching Summary

Become a BMO Financial Planner and help customers achieve their financial goals with industry-leading training and support.

Salary

Base: $43,200.00 - $80,300.00; Bonus/Equity: Commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Financial and investment planning
  • Sales of managed products
  • Needs-based assessments
  • Business development strategies
  • Relationship management plan
  • Customer investment requests

Nice-to-have

  • Entrepreneurial spirit
  • Collaborative team member
  • Creative problem solving
  • Proactive customer engagement
  • Community relationship building

Key Requirements

  • 3-5 years relevant experience
  • Post-secondary degree or equivalent
  • Regulatory licensing and registration requirements
  • Advanced working knowledge of financial industry
  • Specialized knowledge from education/experience

Work Rights

Not specified

Tailored Resume

Cover Letter