Help BMO customers pursue financial progress through investment planning, needs assessments, and personalized advice. Work independently while building trusted customer relationships.
As a Financial Planner, you provide financial and investment planning aligned with customer goals. You sell managed products, including mutual funds and retirement savings plans, while referring additional needs to business partners. You also support business development and customer loyalty.
Key Responsibilities: Assess customer needs and recommend appropriate investment solutions
Generate appointments through outreach and community relationship building
Sell managed products and services aligned with customer goals
Identify referrals for banking, lending, and investment products




Execute timely, accurate, and effective customer service
Requirements: Three to five years of relevant experience typically required
Post-secondary degree or equivalent education and experience
Required Financial Planner licensing and registration
Advanced knowledge of the financial industry
In-depth communication, analytical, influence, and collaboration skills
Bring investment planning, relationship management, and analytical problem-solving skills to help BMO customers make financial progress.

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📌 BMO Financial Planner Investments (Newfoundland and Labrador)
🏢 BMO
📍 Newfoundland and Labrador