Build financial planning relationships with BMO on Scott Road, using investment advice and needs-based assessments to help customers pursue their goals.
As a Financial Planner, you will provide investment and financial planning advice aligned with customer interests. You will recommend managed products, including mutual funds and retirement savings plans, while referring other needs to partners. The work includes business development and relationship management.
Key Responsibilities:
- Assess customer needs and recommend suitable investment solutions
- Introduce investment strategies and establish financial goals
- Generate appointments through outreach and community relationship building
- Develop plans supporting client needs and business objectives
- Refer personal and commercial banking opportunities to 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 knowledge of the financial industry
- In-depth communication, collaboration, analytical, and influence skills
Use investment knowledge, relationship management, and analytical judgment to deliver accurate financial planning advice for BMO customers.