Financial planning and investment advice define this BMO prospect at 35 Second Avenue South. Build customer relationships through needs-based conversations and tailored solutions.
As a BMO Financial Planner, you will help customers pursue financial goals through investment planning, managed products, and referrals. The work includes mutual funds, retirement savings plans, relationship management, and business development. You will also analyze information and recommend solutions aligned with customer and stakeholder needs.
Key Responsibilities: Provide financial and investment planning advice
Assess customer needs and recommend managed products
Build relationships through appointments and community outreach
Generate referrals for banking, lending,



and investment products
Maintain investment product and industry knowledge
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
Strong communication, collaboration, analytical, and influence skills
Use investment planning, relationship management, and financial industry expertise to help BMO customers make meaningful financial progress.

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📌 BMO Financial Planner Investments (British Columbia)
🏢 Bank N.a.
📍 British Columbia