Use investment planning and needs-based advice to help BMO customers pursue meaningful financial progress. This Financial Planner role is based at 155 Main Street.

As a Financial Planner within Retail Banking Sales & Service, you will assess customer needs and recommend managed products and services. You will support investment goals through mutual funds, retirement savings plans, referrals, and appropriate guidance tools. The role also involves building customer loyalty and relationships.

Key Responsibilities:

- Provide financial and investment planning advice aligned with customer interests
- Determine needs and recommend managed investment products and services
- Introduce investment strategies and help customers set goals




- Generate appointments through outreach and community relationship building
- Refer customers to personal and commercial banking partners

Requirements:

- Typically three to five years of relevant experience
- Post-secondary degree or equivalent education and experience
- Required Financial Planner licensing and registration
- Advanced working knowledge of the financial industry
- In-depth communication, analytical, influence, and collaboration skills

Bring investment planning, relationship management, and analytical skills to support BMO customers at 155 Main Street.

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