Financial Planner

BMO

Hamilton, Canada
Base: $45,500.00 - $84,500.00; bonus/equity: commi...
On-site
Financial and investment planning
Needs-based assessments
Business development strategies
BMO is seeking a Financial Planner for their Hamilton, Canada location to provide tailored financial and investment advice while engaging with clients to identify their needs and build relationships. The role involves proactive business development, achieving sales targets, and ensuring compliance with regulatory requirements

Job Summary

  • Provides financial and investment planning and advice to deliver a solution in the best interests of the customer.
  • Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
  • Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.

Matching Summary

Match Score: 85

BMO is seeking a Financial Planner for their Hamilton, Canada location to provide tailored financial and investment advice while engaging with clients to identify their needs and build relationships. The role involves proactive business development, achieving sales targets, and ensuring compliance with regulatory requirements.

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
  • Customer investment requests
  • Financial progress guidance

Nice-to-have

  • Proactive customer engagement
  • Community relationship building
  • Creative problem-solving
  • Continuous improvement mindset

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter