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 current 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.

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