Shape retirement, investment, and tax-efficient strategies for BMO clients through comprehensive financial planning and needs-based wealth advice.

This advisor builds long-term relationships with mass affluent individuals and households, primarily serving clients under $500K. The position combines discovery conversations, portfolio guidance, and proactive service to address financial goals, risk tolerance, and life-stage needs. Advisors recommend managed solutions, ETFs, mutual funds, individual securities, and approved wealth management solutions.

Key Responsibilities:

- Conduct comprehensive discovery and planning conversations
- Explain investment strategies, risks, and performance expectations
- Recommend retirement and tax-efficient investing approaches




- Provide budgeting and select insurance solutions
- Maintain accurate records and protect confidentiality

Requirements:

- Relevant advisory, planning, or wealth management experience
- Proven relationship growth and business development record
- Financial planning and needs-based advisory skills
- Professional Financial Planning or CFP preferred
- Solid analytical, presentation, and influence abilities

Use financial planning expertise, investment knowledge, and clear communication to support client goals while meeting regulatory requirements.

📌 Wealth Management Financial Planner (Canada)
🏢 BMO
📍 Canada