Financial Planner

BMO

Salem, Oregon, United States
Base: $45,500.00 - $84,500.00; bonus/equity: commi...
Needs-based financial assessments
Sales of mutual funds and retirement plans
Proactive customer engagement strategies
The role involves providing financial and investment planning advice to help customers achieve their goals while selling managed products like mutual funds

Job Summary

  • The role involves providing financial and investment planning advice to help customers achieve their goals while selling managed products like mutual funds.
  • Candidates will be part of a collaborative team with access to industry-leading training, support, and an existing portfolio of clients to build upon.
  • The position offers a competitive compensation package including a base salary range of $45,500.00 to $84,500.00 plus commission, along with comprehensive benefits.

Matching Summary

The role involves providing financial and investment planning advice to help customers achieve their goals while selling managed products like mutual funds.

Salary

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

Skills & Requirements

Must-have

  • Needs-based financial assessments
  • Sales of mutual funds and retirement plans
  • Proactive customer engagement strategies
  • Business development through referrals
  • Compliance with regulatory requirements

Nice-to-have

  • Entrepreneurial spirit and drive
  • Collaborative team player mindset
  • Creative problem-solving abilities
  • Strong verbal and written communication
  • In-depth analytical skills

Key Requirements

  • 3-5 years of relevant experience
  • Post-secondary degree in related field
  • Must meet provincial licensing requirements for Financial Planner

Work Rights

Not specified

Tailored Resume

Cover Letter