Financial Planner

BMO

Ottawa, Canada
Base: $45,500.00 - $84,500.00; bonus/equity: commi...
Financial and investment planning
Needs-based assessments
Business development strategies
Provides financial and investment planning and advice to deliver a solution in the best interests of the customer

Job Summary

  • Provides financial and investment planning and advice to deliver a solution in the best interests of the customer.
  • Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
  • BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provides financial and investment planning and advice to deliver a solution in the best interests of the customer.

Salary

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

Skills & Requirements

Must-have

  • Financial and investment planning
  • Needs-based assessments
  • Business development strategies
  • Relationship management plan
  • Risk Management Framework
  • Regulatory compliance

Nice-to-have

  • Proactively engaging customers
  • Creative problem solving
  • Contribute to business improvement

Key Requirements

  • 3-5 years relevant experience
  • Post-secondary degree or equivalent
  • Financial Planner licensing requirements
  • Advanced financial industry knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter