At a Glance
- Tasks: Help clients achieve financial goals through personalized planning and investment strategies.
- Company: Join BMO, a leader in retail banking with a focus on community impact.
- Benefits: Competitive salary, commission opportunities, health insurance, and tuition reimbursement.
- Other info: Inclusive workplace with strong growth potential and ongoing training.
- Why this job: Empower others financially while growing your career in a supportive environment.
- Qualifications: 3-5 years of experience and a relevant post-secondary degree required.
The predicted salary is between 50000 - 84500 $ per year.
We are currently hiring for anticipated FP opportunities in the Hamilton Market. 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.
Responsibilities include:
- Providing financial and investment planning and advice to deliver a solution in the best interests of the customer.
- Determining client needs and providing solutions through the sales of managed products and services (e.g. mutual funds, retirement savings plans, and similar products).
- Taking 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.
- Implementing business development strategies to acquire new business (outbound calling campaigns and cultivating branch referrals).
- Engaging customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
- Identifying opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
- Supporting the achievement of sales and performance targets.
- Developing and implementing a relationship management plan to meet the needs of clients.
- Responding to customer investment requests to fulfill investment product needs aligned with the customer’s goals and referring the customer to partners where appropriate.
- Developing solutions and making recommendations based on an understanding of the business strategy and stakeholder needs.
- Breaking down strategic problems, and analysing data and information to provide insights and recommendations.
- Executing work to deliver timely, accurate, and efficient service.
- Introducing clients to investment strategies and working with clients to set goals and make real financial progress using appropriate guidance tools.
- Probing to understand customer personal investment and banking needs and integrating marketing promotions and programs into customer conversations to provide strategic advice.
- Looking for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered.
- Maintaining current knowledge of personal investment products, practices, and trends and integrating into customer conversations.
- Building effective relationships with internal/external stakeholders.
- Protecting the Bank's assets and complying with all regulatory, legal, and ethical requirements.
- Thinking creatively and proposing new solutions.
- Exercising judgment to identify, diagnose, and solve problems within given rules.
- Working mostly independently.
- Taking measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role.
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.
Salary: $45,500.00 - $84,500.00
Pay Type: Salaried & Commission
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.
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.
Financial Planner in Hamilton employer: Bank of Montreal
BMO Financial Group is an exceptional employer located in the heart of Toronto, offering a dynamic work culture that prioritizes collaboration and innovation. Employees benefit from comprehensive health insurance, tuition reimbursement, and robust retirement savings plans, alongside ample opportunities for professional growth through training and mentorship. With a commitment to inclusivity and a focus on making a positive impact, BMO empowers its team members to thrive both personally and professionally.
