- 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.
- 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.
- CFP designation preferred or one of the following:
- Personal Financial Planner (PFP) designation,
- Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),
- Financial Planning I & II (FP I & II).
- Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
- 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.
-
Financial Planner
Found in: Talent CA C2 - 3 days ago
0000050007 Royal Bank of Canada Oakville, Canada Full timeJob Description · What is the opportunity? As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within the Oakville and Burlington markets. (Please note location is to be determined). You provide ongoing comprehensive re ...
-
Financial Planner
Found in: Talent CA C2 - 3 weeks ago
Royal Bank of Canada OAKVILLE, Canada Full timeJob Summary · Job Description · What is the opportunity? · As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients within the Oakville and Burlington markets.(Please note location is to be determined). You provide ongoing com ...
-
Financial Planner
Found in: Talent CA 2 C2 - 1 week ago
BMO Oakville, Canada Full timeApplication Deadline: · 05/10/2024Address: · 320 Dundas Street EastJob Family Group: · Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions t ...
-
Financial Planner
Found in: Talent CA C2 - 4 days ago
BMO Oakville, Canada Full timeApplication Deadline: · 05/10/2024 Address: · 320 Dundas Street East Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solution ...
-
Financial Planner
Found in: Talent CA C2 - 6 days ago
0000050007 Royal Bank of Canada Hamilton, Canada Full timeJob Description · As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior advice, financia ...
-
Financial Planner
Found in: Talent CA C2 - 3 days ago
RBC - Royal Bank Hamilton, Canada Full timeJob Summary · Job Description · As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior adv ...
-
Financial Planner
Found in: Talent CA 2 C2 - 6 days ago
BMO Hamilton, CanadaApplication Deadline: · 05/14/2024 · Address: · 81 King Street West · 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 servic ...
-
Financial Planner
Found in: Talent CA C2 - 6 days ago
BMO Hamilton, Canada Full timeApplication Deadline: · 05/14/2024 Address: · 81 King Street West Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions t ...
-
Financial Planner
Found in: Talent CA C2 - 3 weeks ago
Royal Bank of Canada HAMILTON, Canada Full timeJob Summary · Job Description · As an RBC Financial Planner, you have the opportunity to manage and grow a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients' financial circumstances, creating long-term relationships through superior adv ...
-
Financial Planner
Found in: beBee S2 CA - 2 weeks ago
BMO Milton, Canada Full timeApplication Deadline: · 05/07/2024Address: · 9040 Louis St Laurent AvenueJob Family Group: · Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solut ...
-
Financial Planner
Found in: beBee S2 CA - 1 week ago
BMO Hamilton, Canada Full timeApplication Deadline: · 05/14/2024Address: · 81 King Street WestJob Family Group: · Retail Banking Sales & ServiceProvides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions thou ...
-
Financial Planner
Found in: Appcast CA C2 A - 4 hours ago
Options Consulting Solutions Mississauga, CanadaAbout the job · Financial Planners · Financial Services Industry · Peel Region, On · Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial serv ...
-
Financial Planner
Found in: Talent CA 2A C2 - 2 days ago
Options Consulting Solutions Mississauga, CanadaAbout the job · Financial Planners · Financial Services Industry · Peel Region, On · Options Consulting Solutions Executive Recruitment is currently conducting an exclusive search on behalf of their client for Financial Planners. Our client has been a leader in the financial serv ...
-
Financial Planner
Found in: Talent CA C2 - 2 days ago
Baker Tilly Regional Municipality of Niagara, CanadaBaker Tilly Niagara is looking for a dynamic member to join the Wealth team with our firm. We have a great team who works hard and plays hard, including Fridays off in the summer. We've thrown axes at the boss (okay, at a picture of the boss), enjoyed wine tours as a group and ev ...
-
Financial Planner
Found in: Jooble CA O C2 - 13 hours ago
Bank of Montreal Mississauga, ON, CanadaProvides 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). ...
-
Financial Planner
Found in: Talent CA C2 - 2 days ago
Scotiabank Toronto, CanadaAs a Financial Planner, you will focus on developing and deepening client relationships by providing high quality advice and service within the mass affluent market. Most importantly, you realize that your clients are your greatest asset, and your priority is providing investment ...
-
Financial Planner
Found in: Jooble CA O C2 - 13 hours ago
Bank of Montreal Brampton, ON, CanadaProvides 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). ...
-
Financial Planner
Found in: Talent CA C2 - 9 hours ago
BMO Mississauga, Canada Full timeApplication Deadline: · 06/22/2024 Address: · 7050 St Barbara Blvd Job Family Group: · Retail Banking Sales & Service Provides financial and investment planning and advice to deliver a solution in the best interests of the customer. Determines client needs and provides solutions ...
-
Financial Planner
Found in: Talent CA 2 C2 - 5 days ago
BMO Brampton, CanadaApplication Deadline: · 05/17/2024 · Address: · 10035 Hurontario Street · 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 se ...
-
Financial Planner
Found in: Jooble CA O C2 - 13 hours ago
Bank of Montreal Toronto, ON, CanadaProvides 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). ...
Financial Planner - Burlington, Canada - BMO
Description
Application Deadline:05/07/2024
Address:
1841 Walkers Line
Job Family Group:
Retail Banking Sales & Service
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.
$44, $82,500.00
Pay Type:
Salaried & Commission
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:
We're here to help
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 .
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.
