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Financial Planner

Date Posted: Jun 27, 2026
Yearly: C$ - C$
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Job Detail

  • location_on
    Location Kings Langley, Canada
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 26, 2026
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Job Description

Overview

BMO Financial is seeking a Financial Planner to provide financial and investment planning and advice to customers in Langley, British Columbia. The role involves engaging with clients to determine their needs and providing tailored solutions, while also driving business development and cultivating relationships within the community.

Key responsibilities

  • Provide financial and investment planning advice to clients
  • Determine client needs and offer suitable financial solutions
  • Engage with new and existing customers to grow loyalty
  • Implement business development strategies to acquire new business
  • Identify opportunities for referrals to banking products
  • Develop and manage a relationship management plan for clients
  • Respond to customer investment requests and fulfill product needs
  • Analyze data to provide insights and recommendations
  • Maintain knowledge of personal investment products and market trends
  • Build effective relationships with stakeholders

Required skills

  • 3-5 years of relevant experience
  • Post-secondary degree in a related field
  • Advanced knowledge of the financial industry
  • In-depth verbal and written communication skills
  • Collaboration and teamwork skills
  • Analytical and problem-solving skills
  • Influence skills
  • Regulatory requirements for a Financial Planner

What the company offers

  • Salaried and commission pay structure
  • Performance-based incentives and discretionary bonuses
  • Health insurance and accident/life insurance
  • Tuition reimbursement and retirement savings plans
  • Opportunities for training, coaching, and career growth
  • Commitment to an inclusive and accessible workplace

Skills Required

Company Overview

BMO Financial
Toronto, Canada
184 Current Jobs Openings

BMO Financial is a leading financial institution with a focus on providing comprehensive banking and financial services. They emphasize customer service and support for their employees, aiming to cultivate a successful work environment and strong com... Read More

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