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 current 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.