Date limite pour prsenter sa candidature : 03/23/2026 Adresse : 2388 4th Avenue West Groupe de famille demploi : Ventes et service, Services bancaires aux particuliers We are hiring Financial Planners for opportunities in our Downtown Vancouver 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. 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 (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 BMOs 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 customers 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 Banks assets and complies with all regulatory, legal, and ethical requirements. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. 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. Salaire : $45,500.00 - $84,500.00 Type de rmunration : Salaire et commission Ce qui prcde reprsente la fourchette et le type de rmunration de BMO Groupe financier. Les salaires varieront en fonction de facteurs comme lemplacement, les comptences, lexprience, les tudes et les qualifications pour le poste et pourront inclure une structure de commissions. Les salaires pour les postes temps partiel seront calculs au prorata du nombre dheures travailles rgulirement. Pour les rles commission, le salaire susmentionn reprsente la cible de BMO Groupe financier pour la premire anne au poste. La rmunration totale offerte par BMO variera selon le type de rmunration associ au poste et peut comprendre des primes de rendement, des primes discrtionnaires ainsi que dautres avantages et rcompenses. BMO offre galement une assurance sant, le remboursement des frais de scolarit, une assurance accident et une assurance vie, ainsi que des rgimes dpargne-retraite. Pour en savoir plus sur nos avantages sociaux, consultez le site : propos de nous BMO, nous sommes anims par une raison dtre commune : Avoir le cran de faire une diffrence dans la vie, comme en affaires. Cette raison dtre nous invite entraner des changements positifs et durables pour nos clients, nos collectivits et nos gens. En travaillant ensemble, en innovant et en repoussant les limites, nous transformons des vies et des entreprises et favorisons la croissance conomique partout dans le monde. En tant que membre de lquipe de BMO, vous tes valoris, respect et entendu, et vous avez plus de moyens pour progresser et obtenir des rsultats. Nous nous efforons de vous aider obtenir des rsultats ds le premier jour, pour vous-mme et nos clients. Nous vous offrirons les outils et les ressources dont vous avez besoin pour franchir de nouvelles tapes, car vous aidez nos clients franchir les leurs. Au moyen de formation et de coaching approfondis ainsi que de soutien de la direction et doccasions de rseautage, nous vous aiderons acqurir une exprience enrichissante et largir votre groupe de comptences. Pour en savoir plus, visitez-nous ladresse . BMO sengage offrir un milieu de travail inclusif, quitable et accessible. Nous apprenons de nos diffrences et tirons notre force des gens et de leurs diffrents points de vue. Des mesures dadaptation sont disponibles sur demande pour les candidats qui participent tous les aspects du processus de slection. Pour demander des mesures dadaptation, veuillez communiquer avec votre recruteur. Remarque aux recruteurs : BMO naccepte pas les curriculum vit non sollicits provenant de toute source autre que le candidat directement. Tout curriculum vit non sollicit envoy BMO, directement ou indirectement, sera considr comme la proprit de BMO. BMO ne paiera aucuns frais pour les placements dcoulant de la rception dun curriculum vit non sollicit. Une agence de recrutement doit dabord dtenir une entente de service crite valide et dment signe avant denvoyer des curriculum vit.
Job Title
Financial Planner