Financial Planner

BMO

Calgary, Canada
Base: $45,500.00 - $84,500.00; bonus/equity: commi...
On-site
Financial and investment planning
Needs-based assessments
Business development strategies
Join BMO and help customers achieve their financial goals with industry-leading training and support

Job Summary

  • Join BMO and help customers achieve their financial goals with industry-leading training and support.
  • Proactively engage with new and existing customers to grow loyalty and identify opportunities through needs-based assessments.
  • Develop and implement a relationship management plan to meet client needs and support sales targets.

Matching Summary

Join BMO and help customers achieve their financial goals with industry-leading training and support.

Salary

Base: $45,500.00 - $84,500.00; Bonus/Equity: Commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Financial and investment planning
  • Needs-based assessments
  • Business development strategies
  • Relationship management plan
  • Personal investment products knowledge

Nice-to-have

  • Entrepreneurial spirit
  • Collaborative team player
  • Proactive customer engagement
  • Creative problem-solving

Key Requirements

  • 3-5 years of relevant experience
  • Post-secondary degree or equivalent
  • Regulatory/governing body licensing
  • Advanced working knowledge of financial industry
  • Verbal & written communication skills
  • Collaboration & team skills
  • Analytical and problem solving skills
  • Influence skills

Work Rights

Not specified

Tailored Resume

Cover Letter