Financial Planner

BMO U.S.

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

Posted 10/8/2026full-timeMeaford • CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial and investment planning, with a strong focus on client needs and relationship management. Proficient in analyzing data to provide insights and recommendations while ensuring compliance with regulatory requirements.

Highest-signal resume keywords

Financial PlanningInvestment StrategiesRegulatory ComplianceRelationship ManagementData Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment ProductsMutual FundsRetirement Savings PlansBusiness DevelopmentSales PerformanceNeeds-Based AssessmentMarket KnowledgeStakeholder EngagementReferral Generation

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationProblem-SolvingInfluence Skills

Certifications & Qualifications

Financial Planner Licensing

Industry Keywords

Financial IndustryInvestment PracticesCustomer ExperienceBusiness StrategyBranch Referrals

About the role

Key responsibilities & impact

Provide financial and investment planning and advice in the customer’s best interests
Determine client needs and sell managed products and services, including mutual funds and retirement savings plans
Provide indirect solutions through referrals to business partners
Proactively engage new and existing customers and prospects through needs-based assessments
Implement business development strategies, including outbound calling campaigns and cultivating 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 recommend appropriate investment products
Develop solutions and recommendations based on business strategy and stakeholder needs
Analyze data and information to provide insights and recommendations
Execute timely, accurate, and efficient service
Introduce clients to investment strategies, set goals, and support financial progress
Integrate marketing promotions and programs into customer conversations
Contribute to improving business results and customer experience
Maintain current knowledge of personal investment products, practices, and trends
Work at multiple branches and through various channels as market needs require
Build effective internal and external stakeholder relationships
Protect bank assets and comply with regulatory, legal, and ethical requirements

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 the 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 structure
Health insurance
Tuition reimbursement
Accident insurance
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