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 health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans as part of its total compensation package.
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: $54,600.00 - $101,400.00; 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 and performance targets
Relationship management
Regulatory compliance
Customer engagement
Nice-to-have
Collaborative team environment
Creative problem solving
Strong communication skills
Analytical and problem solving
Influence and negotiation skills
Community relationship building
Continuous learning and improvement
Key Requirements
3-5 years relevant experience
Post-secondary degree or equivalent
Financial Planner licensing and registration
Advanced financial industry knowledge
Work Rights
Must meet provincial Financial Planner licensing requirements