Financial Planner Jobs

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.

• Focus may be on a business/group.
• Canadian Securities Course - Licensed to sell mutual funds excluding QC or IQPF in Quebec.
• Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Supports the achievement of sales and performance targets.
• Works mostly independently.
• Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),
• Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Determines client needs and provides solutions though the sales of managed products and services.
• Verbal & written communication skills - In-depth.
• 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.
• Develops and implements a relationship management plan to meet the needs of client.
• Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
• Analytical and problem solving skills - In-depth.
• Introduces clients to investment strategies and works with clients to develop a financial plan using appropriate guidance tools.
• Builds effective relationships with internal/external stakeholders.
• Collaboration & team skills - In-depth.
• Financial Planning I & II (FP I & II).
• Fluency in English and Mandarin required.
• Thinks creatively and proposes new solutions.
• Influence skills - In-depth.
• CFP designation preferred or one of the following:
• Specialized knowledge from education and/or business experience.
• Personal Financial Planner (PFP) designation,
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Executes work to deliver timely, accurate, and efficient service.
• Broader work or accountabilities may be assigned as needed. Qualifications:
• Advanced working knowledge of financial industry.

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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.