Financial Planner

BMO

Toronto, Ontario, Canada
Base: $45,500.00 - $84,500.00; bonus/equity: commi...
Needs-based financial assessments
Sales of managed investment products
Client portfolio development
The role involves providing financial and investment planning advice to help customers achieve their financial goals

Job Summary

  • The role involves providing financial and investment planning advice to help customers achieve their financial goals.
  • Candidates will receive industry-leading training and access to a strong support network to build lasting client relationships.
  • The position offers a competitive compensation package including a base salary and commission structure with comprehensive benefits.

Matching Summary

The role involves providing financial and investment planning advice to help customers achieve their financial goals.

Salary

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

Skills & Requirements

Must-have

  • Needs-based financial assessments
  • Sales of managed investment products
  • Client portfolio development
  • Regulatory compliance adherence
  • Business development strategies

Nice-to-have

  • Entrepreneurial spirit
  • Collaborative team mindset
  • Creative problem solving
  • Community relationship building
  • Strategic business insights

Key Requirements

  • 3-5 years relevant experience
  • Post-secondary degree in related field
  • Financial Planner licensing/registration required
  • Advanced knowledge of financial industry

Work Rights

Not specified

Tailored Resume

Cover Letter