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 Strong analytical, presentation, and influence abilities Use financial planning expertise, investment knowledge, and transparent communication to support client goals while meeting regulatory requirements.

📌 Financial Planner, Investment Retirement Planning (Fredericton)
🏢 BMO
📍 Fredericton