Financial Planner

BMO U.S.

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

Posted 10/16/2026full-timeQuesnel • CanadaMid-LevelSenior💰 CA$40,000 - CA$85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial and investment planning, providing tailored solutions to meet client needs while ensuring compliance with regulatory requirements. Strong ability to analyze data, develop relationship management plans, and enhance customer experience through effective communication and collaboration.

Highest-signal resume keywords

Financial PlanningInvestment StrategiesRegulatory ComplianceData AnalysisRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment ProductsSales StrategiesRisk ManagementNeeds-Based AssessmentsBusiness DevelopmentPerformance TargetsMutual FundsRetirement Savings PlansStakeholder Engagement

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationProblem-SolvingInfluence Skills

Certifications & Qualifications

Financial Planner Licensing

Industry Keywords

Financial IndustryInvestment PlanningCustomer ExperienceBranch ReferralsMarketing Promotions

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, including mutual funds and retirement savings plans
Engage new and existing customers through needs-based assessments
Implement business development strategies, outbound calling campaigns, and branch referrals
Generate appointments and build new community relationships
Generate referrals 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 where 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 support financial progress
Integrate marketing promotions and programs into customer conversations
Improve 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 effective internal and external stakeholder relationships
Protect the Bank's assets and comply with regulatory, legal, and ethical requirements
Apply BMO's Risk Management Framework and make risk-informed decisions
Work mostly independently and undertake additional accountabilities as needed

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

Industry-leading training and support
Portfolio of clients
Manager support and network-building opportunities
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses
Other perks and rewards
Accommodation available during the selection process