BMO U.S.

Market Leader – Financial Planning

BMO U.S.

full-time

Posted on:

Location Type: Office

Location: Orillia • Canada

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Salary

💰 CA$81,700 - CA$152,000 per year

Job Level

Senior

About the role

  • 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

  • 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
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • Performance-based incentives
  • Discretionary bonuses
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

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