Financial planning and investment advice define this BMO Financial Planner role at 7140 Scott Road/120 Street. Build customer relationships through needs-based conversations.
Within BMO’s Retail Banking Sales & Service group, you will guide customers toward financial goals through managed products, referrals, and investment strategies. The position involves developing relationships, acquiring business, and supporting sales and performance targets. You will work mostly independently while collaborating with internal and external stakeholders.
Key Responsibilities: Provide financial and investment planning advice
Assess client needs and recommend managed products
Build relationships with recent and existing customers




Generate appointments through outreach and referrals
Support sales and performance targets
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
In-depth analytical and communication skills
Use investment planning, relationship management, and needs-based advice to help BMO customers make financial progress.

#J-18808-Ljbffr

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