Shape retirement, investment, and tax-effective 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
Skilled Financial Planning or CFP preferred
Strong analytical, presentation, and influence abilities

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

📌 Wealth Management Financial Planner Fredericton
🏢 BMO
📍 Fredericton