Market Leader – Financial Planning

BMO U.S.

Market Leader responsible for financial planning and investment advice for clients. Building relationships and delivering tailored financial solutions in retail banking sector.

Posted 4/9/2026full-timeOrillia • 🇨🇦 CanadaSenior💰 CA$81,700 - CA$152,000 per yearWebsite

About the role

Key responsibilities & impact

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
Provides other solutions indirectly through referrals to business partners
Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours
Ensures alignment between values and behaviour that fosters diversity and inclusion
Regularly connects work to BMO’s purpose and sets inspirational goals
Builds interdependent teams that collaborate across functional and operating groups
Attracts, retains, and enables the career development of top talent
Improves team performance, recognizes and rewards performance, coaches employees
Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction
Enhances presence in the marketplace by collaborating with internal and external stakeholders

Requirements

What you’ll need

Typically between 7-10 years of relevant experience
Post-secondary degree in related field of study
Must meet the regulatory / governing body licensing and registration requirements of a Financial Planner in the province or territory of employment
Expert business development experience with successful track record
Seasoned professional with a combination of education, experience and industry knowledge
Verbal & written communication skills - In-depth / Expert
Analytical and problem solving skills - In-depth / Expert
Influence skills - In-depth / Expert
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert
Able to manage ambiguity
Data driven decision making - In-depth / Expert

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment planningbusiness developmentdata driven decision making

Soft Skills

verbal communicationwritten communicationanalytical skillsproblem solvinginfluence skillscollaboration skillsteam skillscareer development coachingmanaging ambiguity

Certifications

Financial Planner licensing