Financial Planner - Virtual Event (Québec/Ontario)
Application Deadline:
Address:
119 rue St-Jacques ouestJob Family Group:
Join BMO – imagine the possibilities. Are you looking for a chance to let your entrepreneurial spirit shine and turn potential into performance with great earning possibilities? Becoming a BMO® Financial Planner can offer you all that and much more. Expect to fill an important and rewarding role – helping your customers achieve their financial goals. You will be provided with industry-leading training, support as well as a portfolio of clients that you can continue to build lasting relationships. 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.
Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products). Provides other solutions indirectly through referrals to business partners.
- Takes a lead in proactively engaging with new and existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate/future opportunities.
- Implements business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
- Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
- Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
- Supports the achievement of sales and performance targets.
- Develops and implements a relationship management plan to meet the needs of client.
- Responds to customer investment requests to fulfill investment product needs aligned with the customer’s goals and refers the customer to partners where appropriate.
- Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
- Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
- Executes work to deliver timely, accurate, and efficient service.
- Introduces clients to investment strategies and works with clients to set goals and make real financial progress using appropriate guidance tools.
- Probes to understand customer personal investment and banking needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
- Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
- Maintains current knowledge of personal investment products, practices, and trends and integrates into customer conversations.
- May work at multiple branches and through various channels based on market needs to deliver the desired customer experience and achieve overall business objectives.
- Builds effective relationships with internal/external stakeholders.
- Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
- Focus may be on a business/group.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- Typically between 3-5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment.
- Advanced working knowledge of financial industry.
- Specialized knowledge from education and/or business experience.
- Verbal & written communication skills - In-depth.
- Collaboration & team skills - In-depth.
- Analytical and problem solving skills - In-depth.
- Influence skills - In-depth.
Starting salary is $55,000 plus upward commission potential.
Salary:
Pay Type:
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/ca/en.
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
At BMO, we're excited to announce that we're looking for a dedicated and proactive Financial Planner to join our team in Montreal, QC! Imagine stepping into a role that not only allows you to unleash your entrepreneurial spirit but also helps our clients achieve their financial dreams. As a BMO Financial Planner, you'll receive top-notch training and support while managing a diverse portfolio of clients. Your daily responsibilities will include engaging with both new and existing customers, conducting needs-based assessments, and recommending top-tier financial products such as retirement savings plans and mutual funds. You'll play an essential role in building lasting relationships within the community, identifying opportunities for referrals, and ultimately delivering exceptional service that drives our business goals. We know that the path to your success lies in collaboration, and as a part of our team, you’ll have access to a supportive network that will help you grow and thrive in your career. With BMO, you'll not only develop strong relationships with clients but also with key stakeholders within the bank, ensuring you can provide tailored solutions that meet everyone's needs. Plus, you'll be part of our mission to boldly grow the good in business and life. Recognizing that diversity and inclusion drive us all forward, we invite you to be a part of a work environment that values your contributions and inspires personal and professional development. Ready to transform your career and make a meaningful impact? We can't wait to meet you!
As an Associate Banker at BMO, you will play a key role in enhancing customer relationships through exceptional service and financial guidance.
As the Vice President of Risk Identification and Emerging Events, you will play a pivotal role in transforming BMO's risk management framework.
Join 1X as a Finance Intern and gain hands-on experience in financial operations within a pioneering robotics company.
We are looking for a motivated Credit Analyst I to join our team and contribute to the credit analysis function in Hawley, PA.
Join a pioneering company in EV charging solutions as a Financial Controller, driving financial clarity and operational scale.
Become a crucial player in leading financial transformation projects at American Express as a Manager - Controller.
Join Qiddiya Investment Company as a Senior Associate in Finance Technology, where you'll drive the integration of cutting-edge finance systems.
Join American Express as a Senior Financial Analyst to drive financial reporting excellence and compliance within a dynamic team.
Join Baxter as a Tax Analyst and contribute to impactful healthcare solutions while supporting tax controversy initiatives.
As a VP Financial Consultant at Schwab, you'll guide clients in financial planning while nurturing lasting relationships.
Join ABC Legal Services as a Data Entry Specialist where you can work remotely and support our team in the legal document filing process.
Subscribe to Rise newsletter
🔮
Hi, I'm Risa! Your AI Career Copilot
you, just ask me below!
Sign up for our weekly
newsletter of fresh jobs
