Financial Planner

BMO U.S.

. Provide financial and investment planning and advice in the customer’s best interests .

Posted 10/26/2026full-timeSpringdale • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial and investment planning, providing tailored solutions to clients while maintaining compliance with regulatory requirements. Strong relationship management and analytical skills are essential for driving business development and enhancing customer experience.

Highest-signal resume keywords

Financial PlanningInvestment StrategiesRegulatory ComplianceRelationship ManagementAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment Products KnowledgeSales StrategiesData AnalysisNeeds-Based Assessment

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationInfluence SkillsCreative Problem-Solving

Certifications & Qualifications

Financial Planner Licensing

Industry Keywords

Financial IndustryBusiness DevelopmentCustomer ExperienceStakeholder EngagementMarket Needs

About the role

Key responsibilities & impact

Provide financial and investment planning and advice in the customer’s best interests
Determine client needs and provide solutions through sales of managed products and services
Provide solutions indirectly through referrals to business partners
Engage new and existing customers and prospects through needs-based assessments
Implement business development strategies, including outbound calling campaigns and branch referrals
Generate appointments and build new community relationships
Identify referral opportunities for personal and commercial banking products
Support sales and performance targets
Develop and implement relationship management plans
Respond to customer investment requests and refer customers to partners when appropriate
Develop solutions and recommendations based on business strategy and stakeholder needs
Analyze data and information to provide insights and recommendations
Deliver timely, accurate, and efficient service
Introduce clients to investment strategies, set goals, and make financial progress using guidance tools
Integrate marketing promotions and programs into customer conversations
Contribute to improved business results and customer experience
Maintain current knowledge of personal investment products, practices, and trends
Work at multiple branches and through various channels based on market needs
Build relationships with internal and external stakeholders
Protect the Bank’s assets and comply with regulatory, legal, and ethical requirements
Think creatively and propose new solutions
Identify, diagnose, and solve problems within given rules
Work mostly independently
Perform broader work or accountabilities as assigned

Requirements

What you’ll need

Typically 3–5 years of relevant experience
Post-secondary degree in a related field of study or equivalent combination of education and experience
Must meet regulatory/governing body licensing and registration requirements of a Financial Planner in the province or territory of employment
Advanced working knowledge of the financial industry
Specialized knowledge from education and/or business experience
In-depth verbal and written communication skills
In-depth collaboration and team skills
In-depth analytical and problem-solving skills
In-depth influence skills

Benefits

Comp & perks

Commission-based compensation
Performance-based incentives
Discretionary bonuses
Other perks and rewards
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Accommodations available on request during the selection process