Financial Planner

BMO U.S.

BMO Financial Planner providing financial planning and investment advice to help customers achieve financial goals. Engaging with clients, offering solutions, and building long-term relationships.

Posted 6/3/2026full-timePrince George • 🇨🇦 CanadaMid-LevelSenior💰 CA$43,200 - CA$80,300 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 through 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
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.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.

Requirements

What you’ll need

Typically between 3-5 years of relevant experience
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

Benefits

Comp & perks

health insurance
tuition reimbursement
accident and life insurance
retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment planningsales of managed productsneeds-based assessmentsbusiness development strategiesrelationship managementdata analysisinvestment strategiescustomer serviceregulatory compliance

Soft Skills

communication skillscollaboration skillsanalytical skillsproblem solving skillsinfluence skillscreativityjudgmentcustomer engagementrelationship buildingstrategic thinking

Certifications

Financial Planner licensingpost-secondary degree in related field