Financial Planner

BMO

Smiths Falls, Ontario, Canada
Base: $43,200.00 - $80,300.00; bonus/equity: upwar...
Financial and investment planning
Needs-based assessments
Business development strategies
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.
  • Engage with new and existing customers to provide needs-based assessments, grow loyalty, and identify opportunities.
  • BMO offers a competitive compensation package including salary, commission potential, health insurance, tuition reimbursement, and retirement savings plans.

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: upward commission potential; 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
  • Personal investment products knowledge

Nice-to-have

  • Entrepreneurial spirit
  • Collaborative team environment
  • Creative problem solving
  • Proactive customer engagement

Key Requirements

  • 3-5 years relevant experience
  • Post-secondary degree or equivalent
  • Regulatory/governing body licensing
  • 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