Elevate your career with BMO as a Financial Planner, engaging clients to achieve their financial goals. Utilize expertise in investment strategies and grow your client portfolio.
As a Financial Planner at BMO, you will enjoy a robust support network and industry-leading training. This role requires proactive engagement with customers, providing financial advice and solutions tailored to their needs. Drive business development through outbound campaigns and referrals while ensuring exceptional customer service.
Key Responsibilities:
• Provide financial and investment planning tailored to clients
• Engage recent and existing customers for relationship building
• Implement business development strategies for new clientele




• Identify referral opportunities for banking and investment products
• Support performance targets through strategic insights
Requirements:
• 3-5 years of relevant financial experience
• Post-secondary degree in related field
• Must hold Financial Planner licensing requirements
• Advanced knowledge of financial industry practices
• Strong analytical and communication skills
Leverage your financial expertise to deliver excellent service and grow with BMO.
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📌 BMO Financial Planner Position Available (Edmonton)
🏢 Bank of Montreal
📍 Edmonton