Guide investment decisions as a BMO Financial Planner at 7075 Kingsway Avenue, using needs-based assessments and financial planning expertise. Build trusted customer relationships.
This Financial Planner provides investment planning and advice aligned with customer goals. You will recommend managed products, including mutual funds and retirement savings plans, while referring additional needs to business partners. The position emphasizes proactive outreach, relationship development, and thoughtful financial guidance.
Key Responsibilities: Provide financial and investment planning advice
Assess customer needs and recommend managed products
Build relationships with recent and existing customers
Develop relationship management plans for clients
Maintain knowledge of investment products and trends
Requirements: Three to five years of relevant experience typically
Post-secondary degree or equivalent education and experience
Required Financial Planner licensing and registration
Advanced knowledge of the financial industry
In-depth analytical and communication skills
Use investment planning, customer assessment, and relationship management skills to help BMO customers make financial progress.

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📌 BMO Financial Planner Investment Advisor (British Columbia)
🏢 Bank N.a.
📍 British Columbia