Financial Planner
BMO U.S.
full-time
Posted on:
Location Type: Office
Location: Sudbury • 🇨🇦 Canada
Visit company websiteSalary
💰 CA$43,200 - CA$80,300 per year
Job Level
Mid-LevelSenior
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 through the sales of managed products and services
- Supports the achievement of sales and performance targets
- Develops and implements a relationship management plan to meet the needs of client
Requirements
- 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
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
relationship managementclient needs assessmentsolution sellingsales performancefinancial planning
Certifications
Financial Planner licensingregulatory compliance