Financial Planner

BMO

Oakville, , CA
Base: $45,500.00 - $84,500.00; bonus/equity: commi...
Financial and investment planning
Client needs assessment
Business development strategies
As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential

Job Summary

  • As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential.
  • You will be provided with industry-leading training, support as well as a portfolio of clients that you can continue to build lasting relationships.
  • BMO offers a total compensation package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

As a BMO Financial Planner you will be part of a collaborative team and have access to a strong support network to be able to achieve your full potential.

Salary

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

Skills & Requirements

Must-have

  • Financial and investment planning
  • Client needs assessment
  • Business development strategies
  • Sales of managed financial products
  • Relationship management plan
  • Compliance with regulatory requirements
  • Risk management framework application

Nice-to-have

  • Collaborative team environment
  • Strong support network
  • Creative problem solving
  • Community relationship building
  • Continuous professional development
  • Customer experience improvement

Key Requirements

  • 3-5 years relevant experience
  • Post-secondary degree or equivalent
  • Regulatory licensing as Financial Planner
  • Advanced financial industry knowledge

Work Rights

Must meet provincial licensing requirements

Tailored Resume

Cover Letter